NACCO Industries
91 hedge funds and large institutions have $250M invested in NACCO Industries in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
0.77% more ownership
Funds ownership: 67.43% → 68.2% (+0.77%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 33
4% less funds holding
Funds holding: 95 → 91 (-4)
21% less capital invested
Capital invested by funds: $318M → $250M (-$67.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$20.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$3.75M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.8M |
| 4 |
JP Morgan Chase
New York
|
+$2.1M |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$4.55M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.27M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.36M |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.25M |
| 5 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$634K |
NC Hedge Fund Activity: Q1 2017 in Review
91 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2017, worth a combined $250M — down 21% from $318M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new NC positions and 8 closed out — a net gain of 3 holders — while 32 added to existing stakes and 33 trimmed.
The largest buyer was BlackRock, adding an estimated $20.4M. The largest seller was James Investment Research, cutting an estimated $4.55M.
- 91 institutional investors held NACCO Industries (NC) as of Q1 2017, down from 95 in Q4 2016.
- Funds reported $250M of NACCO Industries stock for Q1 2017, down 21% quarter-over-quarter.
- 11 funds opened new NACCO Industries positions in Q1 2017 and 8 closed out, a net change of +3 holders.
- The largest NACCO Industries buyer in Q1 2017 was BlackRock, an estimated $20.4M added.
- The largest NACCO Industries seller in Q1 2017 was James Investment Research, an estimated $4.55M sold.
Based on aggregated 13F filings for Q1 2017.