NACCO Industries
97 hedge funds and large institutions have $200M invested in NACCO Industries in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
19% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 27
11% more funds holding
Funds holding: 87 → 97 (+10)
1.27% more ownership
Funds ownership: 66.02% → 67.29% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $201M → $200M (-$918K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
+$3.86M |
| 2 |
JIR
James Investment Research
Alpha,
Ohio
|
+$1.37M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.14M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$1.04M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$982K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$3.43M |
| 2 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$2.41M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.54M |
| 4 |
TC
TFS Capital
West Chester,
Pennsylvania
|
-$1.36M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$742K |
NC Hedge Fund Activity: Q2 2016 in Review
97 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2016, worth a combined $200M — down 0.46% from $201M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new NC positions and 7 closed out — a net gain of 10 holders — while 32 added to existing stakes and 27 trimmed.
The largest buyer was Acadian Asset Management, adding an estimated $3.86M. The largest seller was Zuckerman Investment Group, cutting an estimated $3.43M.
- 97 institutional investors held NACCO Industries (NC) as of Q2 2016, up from 87 in Q1 2016.
- Funds reported $200M of NACCO Industries stock for Q2 2016, down 0.46% quarter-over-quarter.
- 17 funds opened new NACCO Industries positions in Q2 2016 and 7 closed out, a net change of +10 holders.
- The largest NACCO Industries buyer in Q2 2016 was Acadian Asset Management, an estimated $3.86M added.
- The largest NACCO Industries seller in Q2 2016 was Zuckerman Investment Group, an estimated $3.43M sold.
Based on aggregated 13F filings for Q2 2016.