NACCO Industries
97 hedge funds and large institutions have $245M invested in NACCO Industries in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
25% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 28
22% more capital invested
Capital invested by funds: $200M → $245M (+$44.6M)
7.11% more ownership
Funds ownership: 294.53% → 301.65% (+7.1%)
0% more funds holding
Funds holding: 97 → 97 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.89M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.73M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$752K |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$735K |
| 5 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$734K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$1.74M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.32M |
| 3 |
Millennium Management
New York
|
-$645K |
| 4 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$637K |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$615K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MC
101
Menta Capital
San Francisco,
California
| – | -$245K | -19,171 | Closed |
|
102
Teacher Retirement System of Texas
Austin,
Texas
| – | -$29K | -2,280 | Closed |
|
NC Hedge Fund Activity: Q3 2016 in Review
97 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2016, worth a combined $245M — up 22% from $200M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NC positions and 5 closed out — a net gain of 2 holders — while 35 added to existing stakes and 28 trimmed.
The largest buyer was James Investment Research, adding an estimated $1.89M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $1.74M.
- 97 institutional investors held NACCO Industries (NC) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $245M of NACCO Industries stock for Q3 2016, up 22% quarter-over-quarter.
- 7 funds opened new NACCO Industries positions in Q3 2016 and 5 closed out, a net change of +2 holders.
- The largest NACCO Industries buyer in Q3 2016 was James Investment Research, an estimated $1.89M added.
- The largest NACCO Industries seller in Q3 2016 was Fuller & Thaler Asset Management, an estimated $1.74M sold.
Based on aggregated 13F filings for Q3 2016.