NACCO Industries
90 hedge funds and large institutions have $196M invested in NACCO Industries in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 12 closing their positions.
1.41% less ownership
Funds ownership: 273.99% → 272.58% (-1.4%)
5% less funds holding
Funds holding: 95 → 90 (-5)
8% less capital invested
Capital invested by funds: $213M → $196M (-$16.8M)
29% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 35
42% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$6.11M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$3.2M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$2.83M |
| 4 |
KS
Karpas Strategies
Litchfield,
Connecticut
|
+$520K |
| 5 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$491K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$2.26M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.44M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.17M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.11M |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$1.05M |
NC Hedge Fund Activity: Q2 2014 in Review
90 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2014, worth a combined $196M — down 7.9% from $213M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of NC and 7 opened new positions — a net loss of 5 holders — while 35 trimmed existing stakes and 25 added.
The largest buyer was Zuckerman Investment Group, adding an estimated $6.11M. The largest seller was State Street, cutting an estimated $2.26M.
- 90 institutional investors held NACCO Industries (NC) as of Q2 2014, down from 95 in Q1 2014.
- Funds reported $196M of NACCO Industries stock for Q2 2014, down 7.9% quarter-over-quarter.
- 7 funds opened new NACCO Industries positions in Q2 2014 and 12 closed out, a net change of -5 holders.
- The largest NACCO Industries buyer in Q2 2014 was Zuckerman Investment Group, an estimated $6.11M added.
- The largest NACCO Industries seller in Q2 2014 was State Street, an estimated $2.26M sold.
Based on aggregated 13F filings for Q2 2014.