NACCO Industries
73 hedge funds and large institutions have $106M invested in NACCO Industries in 2018 Q3 according to their latest regulatory filings, with 10 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
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2.15% less ownership
Funds ownership: 62.41% → 60.26% (-2.2%)
3% less funds holding
Funds holding: 75 → 73 (-2)
6% less capital invested
Capital invested by funds: $113M → $106M (-$6.98M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
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
73 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2018, worth a combined $106M — down 6.2% from $113M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of NC and 10 opened new positions — a net loss of 1 holder — 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.
- 73 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 6.2% quarter-over-quarter.
- 10 funds opened new NACCO Industries positions in Q3 2018 and 11 closed out, a net change of -1 holder.
- 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.