NACCO Industries
73 hedge funds and large institutions have $133M invested in NACCO Industries in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 12 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 20
0.19% less ownership
Funds ownership: 52.62% → 52.44% (-0.19%)
5% less funds holding
Funds holding: 77 → 73 (-4)
25% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 12
27% less capital invested
Capital invested by funds: $182M → $133M (-$48.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$1.41M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$773K |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$622K |
| 4 |
Goldman Sachs
New York
|
+$511K |
| 5 |
NA
Navellier & Associates
Reno,
Nevada
|
+$349K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSL
Mackay Shields LLC
New York
|
-$1.11M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$811K |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$569K |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$555K |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
-$497K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Millennium Management
New York
| – | -$395K | -6,190 | Closed |
|
|
PGCM
77
Prescott Group Capital Management
Tulsa,
Oklahoma
| – | -$362K | -5,663 | Closed |
|
78
AllianceBernstein
Nashville,
Tennessee
| – | -$294K | -4,600 | Closed |
|
79
Citadel Advisors
Miami,
Florida
| – | -$265K | -4,139 | Closed |
|
80
Victory Capital Management
San Antonio,
Texas
| – | -$41K | -642 | Closed |
|
81
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$32K | -500 | Closed |
|
82
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$6K | -95 | Closed |
|
|
BCA
83
Bray Capital Advisors
Naples,
Florida
| – | -$3K | -43 | Closed |
|
|
TRCT
84
Tower Research Capital (TRC)
New York
| – | +$531 | +10 | New |
|
|
CCA
85
Column Capital Advisors
Indianapolis,
Indiana
| – | +$1.01K | +19 | New |
|
NC Hedge Fund Activity: Q4 2019 in Review
73 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2019, worth a combined $133M — down 27% from $182M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of NC and 9 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 23 added.
The largest buyer was Renaissance Technologies, adding an estimated $1.41M. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $1.11M sold.
- 73 institutional investors held NACCO Industries (NC) as of Q4 2019, down from 77 in Q3 2019.
- Funds reported $133M of NACCO Industries stock for Q4 2019, down 27% quarter-over-quarter.
- 9 funds opened new NACCO Industries positions in Q4 2019 and 12 closed out, a net change of -3 holders.
- The largest NACCO Industries buyer in Q4 2019 was Renaissance Technologies, an estimated $1.41M added.
- The largest NACCO Industries seller in Q4 2019 was Mackay Shields LLC, an estimated $1.11M sold.
Based on aggregated 13F filings for Q4 2019.