NACCO Industries
72 hedge funds and large institutions have $154M invested in NACCO Industries in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 11 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 24
2% less ownership
Funds ownership: 62.16% → 60.15% (-2%)
13% less funds holding
Funds holding: 83 → 72 (-11)
26% less capital invested
Capital invested by funds: $207M → $154M (-$53.4M)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TC
TFS Capital
West Chester,
Pennsylvania
|
+$2.08M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.95M |
| 3 |
Renaissance Technologies
New York
|
+$888K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$632K |
| 5 |
KAM
Keeley Asset Management
Chicago,
Illinois
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$7.15M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$4.32M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$836K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$699K |
| 5 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$617K |
NC Hedge Fund Activity: Q3 2015 in Review
72 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2015, worth a combined $154M — down 26% from $207M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NC and 0 opened new positions — a net loss of 11 holders — while 24 trimmed existing stakes and 23 added.
The largest buyer was TFS Capital, adding an estimated $2.08M. The largest seller was Northern Trust, cutting an estimated $7.15M.
- 72 institutional investors held NACCO Industries (NC) as of Q3 2015, down from 83 in Q2 2015.
- Funds reported $154M of NACCO Industries stock for Q3 2015, down 26% quarter-over-quarter.
- 0 funds opened new NACCO Industries positions in Q3 2015 and 11 closed out, a net change of -11 holders.
- The largest NACCO Industries buyer in Q3 2015 was TFS Capital, an estimated $2.08M added.
- The largest NACCO Industries seller in Q3 2015 was Northern Trust, an estimated $7.15M sold.
Based on aggregated 13F filings for Q3 2015.