NACCO Industries
95 hedge funds and large institutions have $318M invested in NACCO Industries in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.
30% more capital invested
Capital invested by funds: $245M → $318M (+$73.4M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 97 → 95 (-2)
6.5% less ownership
Funds ownership: 301.65% → 295.15% (-6.5%)
11% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 38
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.59M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.4M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$1.33M |
| 4 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
+$1.26M |
| 5 |
Morgan Stanley
New York
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.59M |
| 2 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$5.55M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.96M |
| 4 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
-$1.47M |
| 5 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$562K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Asset Management One
Tokyo,
Japan
| – | -$162K | -10,461 | Closed |
|
|
FQ
102
First Quadrant
Glendale,
California
| – | -$147K | -9,463 | Closed |
|
|
FMA
103
FNY Managed Accounts
New York
| – | -$20.4K | -1,313 | Closed |
|
|
TRCT
104
Tower Research Capital (TRC)
New York
| – | -$1K | -96 | Closed |
|
NC Hedge Fund Activity: Q4 2016 in Review
95 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2016, worth a combined $318M — up 30% from $245M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NC and 8 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 34 added.
The largest buyer was BlackRock Fund Advisors, adding an estimated $1.59M. The largest seller was Fidelity Investments, cutting an estimated $5.59M.
- 95 institutional investors held NACCO Industries (NC) as of Q4 2016, down from 97 in Q3 2016.
- Funds reported $318M of NACCO Industries stock for Q4 2016, up 30% quarter-over-quarter.
- 8 funds opened new NACCO Industries positions in Q4 2016 and 9 closed out, a net change of -1 holder.
- The largest NACCO Industries buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $1.59M added.
- The largest NACCO Industries seller in Q4 2016 was Fidelity Investments, an estimated $5.59M sold.
Based on aggregated 13F filings for Q4 2016.