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NACCO Industries

96 hedge funds and large institutions have $250M invested in NACCO Industries in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 42 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $229M → $250M (+$20.8M)

7% more funds holding

Funds holding: 9096 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.52% less ownership

Funds ownership: 281.58%278.06% (-3.5%)

45% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 42

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
23
Reduced
42
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$29M +$119K +8,798 +0.4%
LSV Asset Management
2
LSV Asset Management
Illinois
$26.2M -$254K -18,821 -1%
ZIG
3
Zuckerman Investment Group
Illinois
$19.8M +$1.38M +102,041 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$19.3M -$1.54K -114 -0%
Vanguard Group
5
Vanguard Group
Pennsylvania
$15.2M +$294K +21,842 +2%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$12.6M -$771K -57,163 -6%
Northern Trust
7
Northern Trust
Illinois
$11.6M +$367K +27,221 +3%
BIT
8
BlackRock Institutional Trust
California
$10.4M -$480K -35,612 -5%
State Street
9
State Street
Massachusetts
$9.41M +$57.1K +4,232 +0.6%
BFA
10
BlackRock Fund Advisors
California
$7.37M -$656K -48,668 -9%
JP Morgan Chase
11
JP Morgan Chase
New York
$5.52M -$1.53M -113,167 -23%
JIR
12
James Investment Research
Ohio
$5.17M -$311K -23,102 -6%
Prudential Financial
13
Prudential Financial
New Jersey
$4.56M -$931K -69,069 -18%
AQR Capital Management
14
AQR Capital Management
Connecticut
$4.33M -$979K -72,580 -19%
MCP
15
Moab Capital Partners
New York
$3.93M +$120K +8,868 +3%
WC
16
Walthausen & Co
New York
$3.64M +$3.45M +256,072 New
QBFM
17
QS Batterymarch Financial Management
New York
$3.63M -$27.7K -2,057 -0.8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.4M +$141K +10,461 +5%
Norges Bank
19
Norges Bank
Norway
$3.32M
Geode Capital Management
20
Geode Capital Management
Massachusetts
$3.15M +$110K +8,146 +4%
TC
21
TFS Capital
Pennsylvania
$3.05M -$5.31K -394 -0.2%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$2.62M -$282K -20,913 -10%
PPA
23
Parametric Portfolio Associates
Washington
$2.43M +$32.4K +2,403 +1%
Bessemer Group
24
Bessemer Group
New Jersey
$2.37M +$1.98M +146,586 +728%
NTCOC
25
Northern Trust Company of Connecticut
Connecticut
$1.98M -$45.2K -3,349 -2%

NC Hedge Fund Activity: Q4 2013 in Review

96 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2013, worth a combined $250M — up 9.1% from $229M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new NC positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 42 trimmed.

The largest buyer was Walthausen & Co, opening a new position worth an estimated $3.45M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $2.41M.

  • 96 institutional investors held NACCO Industries (NC) as of Q4 2013, up from 90 in Q3 2013.
  • Funds reported $250M of NACCO Industries stock for Q4 2013, up 9.1% quarter-over-quarter.
  • 13 funds opened new NACCO Industries positions in Q4 2013 and 7 closed out, a net change of +6 holders.
  • The largest NACCO Industries buyer in Q4 2013 was Walthausen & Co, an estimated $3.45M added.
  • The largest NACCO Industries seller in Q4 2013 was O'Shaughnessy Asset Management, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2013.