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NACCO Industries
NC

94 hedge funds and large institutions have $112M invested in NACCO Industries in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

8% more funds holding

Funds holding: 87 → 94 (+7)

7% more capital invested

Capital invested by funds: $105M → $112M (+$7.03M)

0.21% less ownership

Funds ownership: 36.23% → 36.02% (-0.21%)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$2.21M
2
Two Sigma Investments
Two Sigma Investments
New York
+$863K
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$251K
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$241K
5
Deutsche Bank
Deutsche Bank
Germany
+$218K

Top Sellers

Rank Fund Capital Flow
1
M&T Bank
M&T Bank
New York
-$1.05M
2
Renaissance Technologies
Renaissance Technologies
New York
-$320K
3
Millennium Management
Millennium Management
New York
-$305K
4
Barclays
Barclays
United Kingdom
-$281K
5
BlackRock
BlackRock
New York
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
C
76
Covestor
United Kingdom
$1K -$1.55K -30 -73%
MCM
77
MAI Capital Management
Ohio
$832 +$775 +15 +1,500%
GI
78
GAMMA Investing
California
$780 -$155 -3 -17%
B
79
Bayban
Minnesota
$676 +$671 +13 New
MAM
80
Marquette Asset Management
Minnesota
$624 – – –
UBS AM
81
UBS AM
Illinois
$520 +$516 +10 New
EP
82
Essential Partners
California
$416 – – –
AAP
83
Arax Advisory Partners
Colorado
$416 +$310 +6 New
RIL
84
Rothschild Investment LLC
Illinois
$416 +$310 +6 +300%
AF
85
Allworth Financial
California
$364 +$361 +7 New
IA
86
IFP Advisors
Florida
$260 -$52 -1 -17%
EWA
87
EverSource Wealth Advisors
Alabama
$208 +$52 +1 +33%
BWA
88
Basecamp Wealth Advisors
Washington
$156 +$155 +3 New
RFP
89
Root Financial Partners
California
$104 +$103 +2 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$59 – – –
JWM
91
JPL Wealth Management
Colorado
$52 +$52 +1 New
FFA
92
Farther Finance Advisors
California
$51 – – –
KFG
93
Kingdom Financial Group
Arizona
$27 – – –
LAS
94
Lloyd Advisory Services
Georgia
$27 +$52 +1 New
M&T Bank
95
M&T Bank
New York
– -$1.05M -21,500 Closed
Two Sigma Advisers
96
Two Sigma Advisers
New York
– -$898K -18,316 Closed
TI
97
Tidal Investments
Wisconsin
– -$202K -4,123 Closed
AB
98
Amalgamated Bank
New York
– -$6K -125 Closed
CWP
99
Concord Wealth Partners
Virginia
– -$2.45K -50 Closed
OC
100
Optima Capital
Oregon
– -$883 -18 Closed
1 2 3
4

NC Hedge Fund Activity: Q1 2026 in Review

94 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2026, worth a combined $112M — up 6.7% from $105M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NC positions and 6 closed out — a net gain of 9 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $2.21M. The largest seller was M&T Bank, exiting entirely with an estimated $1.05M sold.

  • 94 institutional investors held NACCO Industries (NC) as of Q1 2026, up from 87 in Q4 2025.
  • Funds reported $112M of NACCO Industries stock for Q1 2026, up 6.7% quarter-over-quarter.
  • 15 funds opened new NACCO Industries positions in Q1 2026 and 6 closed out, a net change of +9 holders.
  • The largest NACCO Industries buyer in Q1 2026 was Empowered Funds, an estimated $2.21M added.
  • The largest NACCO Industries seller in Q1 2026 was M&T Bank, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2026.