We are live on ! Find out more
NC icon

NACCO Industries
NC

82 hedge funds and large institutions have $185M invested in NACCO Industries in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.59% less ownership

Funds ownership: 272.58% → 268.99% (-3.6%)

6% less capital invested

Capital invested by funds: $196M → $185M (-$11.3M)

9% less funds holding

Funds holding: 90 → 82 (-8)

44% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 36

73% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 11

Holders
82
Holders Change
-8
Holders Change %
-8.89%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
20
Reduced
36
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$5.47M
2
ZIG
Zuckerman Investment Group
Illinois
+$3.35M
3
Northern Trust
Northern Trust
Illinois
+$1.55M
4
AIM
Allen Investment Management
New York
+$338K
5
Nomura Holdings
Nomura Holdings
Japan
+$281K

Top Sellers

Rank Fund Capital Flow
1
MCP
Moab Capital Partners
New York
-$3.8M
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.98M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.79M
4
Norges Bank
Norges Bank
Norway
-$1.48M
5
Prudential Financial
Prudential Financial
New Jersey
-$955K
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
1
Zuckerman Investment Group
Illinois
$24.8M +$3.35M +282,758 +15%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.1M +$70.3K +5,931 +0.3%
LSV Asset Management
3
LSV Asset Management
Illinois
$19.7M -$270K -22,760 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$15.4M – – –
Artisan Partners
5
Artisan Partners
Wisconsin
$14.5M +$5.47M +461,507 +56%
Northern Trust
6
Northern Trust
Illinois
$10.6M +$1.55M +130,947 +16%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$9.44M +$172K +14,506 +2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$8.12M -$1.79M -151,147 -17%
BIT
9
BlackRock Institutional Trust
California
$7.75M -$619K -52,161 -7%
BFA
10
BlackRock Fund Advisors
California
$5.65M -$337K -28,415 -5%
State Street
11
State Street
Massachusetts
$5.3M -$77.1K -6,504 -1%
Norges Bank
12
Norges Bank
Norway
$3.9M -$1.48M -124,430 -27%
MLIM
13
Mountain Lake Investment Management
Florida
$2.25M +$62.1K +5,240 +3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.24M -$157K -13,258 -6%
JP Morgan Chase
15
JP Morgan Chase
New York
$2.17M -$1.98M -167,044 -47%
Bessemer Group
16
Bessemer Group
New Jersey
$1.89M – – –
QBFM
17
QS Batterymarch Financial Management
New York
$1.69M -$676K -56,993 -28%
PPA
18
Parametric Portfolio Associates
Washington
$1.58M -$236K -19,924 -13%
KAM
19
Keeley Asset Management
Illinois
$1.55M – – –
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.5M – – –
Prudential Financial
21
Prudential Financial
New Jersey
$1.3M -$955K -80,537 -41%
TC
22
TFS Capital
Pennsylvania
$1.2M -$251K -21,176 -17%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$1.18M -$704K -59,388 -36%
TCIM
24
TIAA CREF Investment Management
New York
$1.07M – – –
Goldman Sachs
25
Goldman Sachs
New York
$1.06M -$308K -25,960 -22%
1
2 3 4

NC Hedge Fund Activity: Q3 2014 in Review

82 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2014, worth a combined $185M — down 5.8% from $196M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of NC and 3 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 20 added.

The largest buyer was Artisan Partners, adding an estimated $5.47M. The largest seller was Moab Capital Partners, exiting entirely with an estimated $3.8M sold.

  • 82 institutional investors held NACCO Industries (NC) as of Q3 2014, down from 90 in Q2 2014.
  • Funds reported $185M of NACCO Industries stock for Q3 2014, down 5.8% quarter-over-quarter.
  • 3 funds opened new NACCO Industries positions in Q3 2014 and 11 closed out, a net change of -8 holders.
  • The largest NACCO Industries buyer in Q3 2014 was Artisan Partners, an estimated $5.47M added.
  • The largest NACCO Industries seller in Q3 2014 was Moab Capital Partners, an estimated $3.8M sold.

Based on aggregated 13F filings for Q3 2014.