NACCO Industries
72 hedge funds and large institutions have $106M invested in NACCO Industries in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 11 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
2.3% less ownership
Funds ownership: 62.41% → 60.11% (-2.3%)
4% less funds holding
Funds holding: 75 → 72 (-3)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
36% less capital inflows, than outflows
Capital inflows: $5.59M | Capital outflows: $8.76M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kennedy Capital Management
St Louis,
Missouri
|
+$1.2M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$1.17M |
| 3 |
Renaissance Technologies
New York
|
+$883K |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$507K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.2M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.14M |
| 3 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
-$830K |
| 4 |
Morgan Stanley
New York
|
-$647K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$476K |
NC Hedge Fund Activity: Q3 2018 in Review
72 of the 4,392 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2018, worth a combined $106M — down 6.4% from $113M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NC and 9 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 27 added.
The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $1.2M. The largest seller was PNC Financial Services Group, cutting an estimated $3.2M.
- 72 institutional investors held NACCO Industries (NC) as of Q3 2018, down from 75 in Q2 2018.
- Funds reported $106M of NACCO Industries stock for Q3 2018, down 6.4% quarter-over-quarter.
- 9 funds opened new NACCO Industries positions in Q3 2018 and 11 closed out, a net change of -2 holders.
- The largest NACCO Industries buyer in Q3 2018 was Kennedy Capital Management, an estimated $1.2M added.
- The largest NACCO Industries seller in Q3 2018 was PNC Financial Services Group, an estimated $3.2M sold.
Based on aggregated 13F filings for Q3 2018.