NACCO Industries
86 hedge funds and large institutions have $258M invested in NACCO Industries in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 10 closing their positions.
30% more capital inflows, than outflows
Capital inflows: $16M | Capital outflows: $12.2M
0.92% more ownership
Funds ownership: 68.2% → 69.12% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 32
5% less funds holding
Funds holding: 91 → 86 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.9M |
| 2 |
James Investment Research
Alpha,
Ohio
|
+$3.25M |
| 3 |
Zuckerman Investment Group
Chicago,
Illinois
|
+$1.56M |
| 4 |
Renaissance Technologies
New York
|
+$1.06M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$987K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Oaktree Capital Management
Los Angeles,
California
|
-$3.78M |
| 2 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$1.05M |
| 3 |
Millennium Management
New York
|
-$870K |
| 4 |
Hawk Ridge Capital Management
Los Angeles,
California
|
-$645K |
| 5 |
Two Sigma Investments
New York
|
-$508K |
NC Hedge Fund Activity: Q2 2017 in Review
86 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2017, worth a combined $258M — up 2.9% from $250M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NC and 5 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 32 added.
The largest buyer was Fidelity Investments, adding an estimated $4.9M. The largest seller was Oaktree Capital Management, cutting an estimated $3.78M.
- 86 institutional investors held NACCO Industries (NC) as of Q2 2017, down from 91 in Q1 2017.
- Funds reported $258M of NACCO Industries stock for Q2 2017, up 2.9% quarter-over-quarter.
- 5 funds opened new NACCO Industries positions in Q2 2017 and 10 closed out, a net change of -5 holders.
- The largest NACCO Industries buyer in Q2 2017 was Fidelity Investments, an estimated $4.9M added.
- The largest NACCO Industries seller in Q2 2017 was Oaktree Capital Management, an estimated $3.78M sold.
Based on aggregated 13F filings for Q2 2017.