NACCO Industries
87 hedge funds and large institutions have $304M invested in NACCO Industries in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 7 closing their positions.
18% more capital invested
Capital invested by funds: $258M → $304M (+$46M)
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1% more funds holding
Funds holding: 86 → 87 (+1)
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5.91% less ownership
Funds ownership: 302.55% → 296.64% (-5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.69M |
| 2 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
+$1.36M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$1.27M |
| 4 |
Two Sigma Investments
New York
|
+$768K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$498K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.29M |
| 2 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$3.29M |
| 3 |
JP Morgan Chase
New York
|
-$1.71M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$704K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$610K |
NC Hedge Fund Activity: Q3 2017 in Review
87 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2017, worth a combined $304M — up 18% from $258M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NC positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 26 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $3.69M. The largest seller was PNC Financial Services Group, cutting an estimated $7.29M.
- 87 institutional investors held NACCO Industries (NC) as of Q3 2017, up from 86 in Q2 2017.
- Funds reported $304M of NACCO Industries stock for Q3 2017, up 18% quarter-over-quarter.
- 8 funds opened new NACCO Industries positions in Q3 2017 and 7 closed out, a net change of +1 holder.
- The largest NACCO Industries buyer in Q3 2017 was Fidelity Investments, an estimated $3.69M added.
- The largest NACCO Industries seller in Q3 2017 was PNC Financial Services Group, an estimated $7.29M sold.
Based on aggregated 13F filings for Q3 2017.