NACCO Industries
95 hedge funds and large institutions have $213M invested in NACCO Industries in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 7 closing their positions.
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1% less funds holding
Funds holding: 96 → 95 (-1)
4.07% less ownership
Funds ownership: 278.06% → 273.99% (-4.1%)
15% less capital invested
Capital invested by funds: $250M → $213M (-$36.8M)
47% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 43
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$7.25M |
| 2 |
MCP
Moab Capital Partners
Southampton,
New York
|
+$1.53M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$1.45M |
| 4 |
Renaissance Technologies
New York
|
+$1.24M |
| 5 |
MLIM
Mountain Lake Investment Management
Boca Raton,
Florida
|
+$605K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$4.62M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
-$3.64M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.84M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$955K |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$934K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
101
Huntington National Bank
Columbus,
Ohio
| – | -$6K | -438 | Closed |
|
102
US Bancorp
Minneapolis,
Minnesota
| – | -$4K | -285 | Closed |
|
NC Hedge Fund Activity: Q1 2014 in Review
95 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2014, worth a combined $213M — down 15% from $250M a quarter earlier.
Fund positioning in NC was balanced in Q1 2014: 7 funds opened new positions, 7 closed out, 23 added to existing stakes and 43 trimmed.
The largest buyer was Artisan Partners, opening a new position worth an estimated $7.25M. The largest seller was James Investment Research, cutting an estimated $4.62M.
- 95 institutional investors held NACCO Industries (NC) as of Q1 2014, down from 96 in Q4 2013.
- Funds reported $213M of NACCO Industries stock for Q1 2014, down 15% quarter-over-quarter.
- 7 funds opened new NACCO Industries positions in Q1 2014 and 7 closed out, a net change of 0 holders.
- The largest NACCO Industries buyer in Q1 2014 was Artisan Partners, an estimated $7.25M added.
- The largest NACCO Industries seller in Q1 2014 was James Investment Research, an estimated $4.62M sold.
Based on aggregated 13F filings for Q1 2014.