NACCO Industries
90 hedge funds and large institutions have $229M invested in NACCO Industries in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 17 closing their positions.
1.46% more ownership
Funds ownership: 280.13% → 281.58% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $248M → $229M (-$19M)
14% less funds holding
Funds holding: 105 → 90 (-15)
16% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 38
76% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCP
Moab Capital Partners
Southampton,
New York
|
+$3M |
| 2 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$1.16M |
| 3 |
JP Morgan Chase
New York
|
+$1.03M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$820K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$454K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.34M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$2.33M |
| 3 |
Morgan Stanley
New York
|
-$1.85M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.43M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$1.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
101
MUFG Americas
New York
| – | -$116K | -8,885 | Closed |
|
|
CBOA
102
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| – | -$102K | -7,813 | Closed |
|
103
Creative Planning
Overland Park,
Kansas
| – | -$29K | -2,189 | Closed |
|
|
OMCS
104
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$6K | -438 | Closed |
|
|
WBC
105
Westpac Banking Corp
Sydney,
Australia
| – | -$4.64K | -381 | Closed |
|
|
NES
106
New England Securities
New York
| – | -$2K | -118 | Closed |
|
107
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$1K | -48 | Closed |
|
NC Hedge Fund Activity: Q3 2013 in Review
90 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2013, worth a combined $229M — down 7.7% from $248M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of NC and 4 opened new positions — a net loss of 13 holders — while 38 trimmed existing stakes and 32 added.
The largest buyer was Moab Capital Partners, adding an estimated $3M. The largest seller was PNC Financial Services Group, cutting an estimated $3.34M.
- 90 institutional investors held NACCO Industries (NC) as of Q3 2013, down from 105 in Q2 2013.
- Funds reported $229M of NACCO Industries stock for Q3 2013, down 7.7% quarter-over-quarter.
- 4 funds opened new NACCO Industries positions in Q3 2013 and 17 closed out, a net change of -13 holders.
- The largest NACCO Industries buyer in Q3 2013 was Moab Capital Partners, an estimated $3M added.
- The largest NACCO Industries seller in Q3 2013 was PNC Financial Services Group, an estimated $3.34M sold.
Based on aggregated 13F filings for Q3 2013.