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.
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: 90 → 96 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.8% less ownership
Funds ownership: 64.33% → 63.53% (-0.8%)
45% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Walthausen & Co
Malta,
New York
|
+$3.45M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
+$1.98M |
| 3 |
MLIM
Mountain Lake Investment Management
Boca Raton,
Florida
|
+$1.51M |
| 4 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$1.38M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$2.41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.74M |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$1.56M |
| 4 |
JP Morgan Chase
New York
|
-$1.53M |
| 5 |
Morgan Stanley
New York
|
-$1.29M |
NC Hedge Fund Activity: Q4 2013 in Review
96 of the 3,459 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.