We are live on ! Find out more
NC icon

NACCO Industries
NC

75 hedge funds and large institutions have $113M invested in NACCO Industries in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

1% more funds holding

Funds holding: 74 → 75 (+1)

2% more capital invested

Capital invested by funds: $110M → $113M (+$2.66M)

0.32% less ownership

Funds ownership: 62.73% → 62.41% (-0.32%)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.4M
2
BPM
Bowling Portfolio Management
Ohio
+$890K
3
PAM
Panagora Asset Management
Massachusetts
+$754K
4
Invesco
Invesco
Georgia
+$577K
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$431K

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.29M
2
Morgan Stanley
Morgan Stanley
New York
-$878K
3
JIR
James Investment Research
Ohio
-$723K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$513K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$17.3M +$35.6K +983 +0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.1M +$76.7K +2,119 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.5M +$36.2K +1,000 +0.3%
BlackRock
4
BlackRock
New York
$9.38M -$53.7K -1,484 -0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.3M +$139K +3,845 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.01M +$1.4M +38,800 +23%
JP Morgan Chase
7
JP Morgan Chase
New York
$5.65M +$90.2K +2,492 +2%
State Street
8
State Street
Massachusetts
$4.39M -$150K -4,136 -3%
American Century Companies
9
American Century Companies
Missouri
$3.26M – – –
BCM
10
Bridgeway Capital Management
Texas
$2.9M – – –
PAM
11
Panagora Asset Management
Massachusetts
$2.86M +$754K +20,842 +33%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.83M -$1.29M -35,638 -40%
Northern Trust
13
Northern Trust
Illinois
$1.77M -$151K -4,161 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.73M +$62.8K +1,735 +3%
JIR
15
James Investment Research
Ohio
$1.54M -$723K -19,985 -30%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.36M -$120K -3,316 -8%
CFMC
17
Curbstone Financial Management Corp
New Hampshire
$1.3M – – –
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.23M -$29K -800 -2%
UBS Group
19
UBS Group
Switzerland
$921K +$53.3K +1,473 +6%
Invesco
20
Invesco
Georgia
$902K +$577K +15,953 +148%
Morgan Stanley
21
Morgan Stanley
New York
$867K -$878K -24,244 -49%
Charles Schwab
22
Charles Schwab
California
$859K +$27.4K +756 +3%
BPM
23
Bowling Portfolio Management
Ohio
$830K +$890K +24,584 New
MERSOM
24
Municipal Employees' Retirement System of Michigan
Michigan
$804K – – –
SO
25
STRS Ohio
Ohio
$641K +$123K +3,400 +22%
1
2 3 4

NC Hedge Fund Activity: Q2 2018 in Review

75 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2018, worth a combined $113M — up 2.4% from $110M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NC positions and 6 closed out — a net gain of 1 holder — while 24 added to existing stakes and 25 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.4M. The largest seller was Acadian Asset Management, cutting an estimated $1.29M.

  • 75 institutional investors held NACCO Industries (NC) as of Q2 2018, up from 74 in Q1 2018.
  • Funds reported $113M of NACCO Industries stock for Q2 2018, up 2.4% quarter-over-quarter.
  • 7 funds opened new NACCO Industries positions in Q2 2018 and 6 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q2 2018 was Renaissance Technologies, an estimated $1.4M added.
  • The largest NACCO Industries seller in Q2 2018 was Acadian Asset Management, an estimated $1.29M sold.

Based on aggregated 13F filings for Q2 2018.