NACCO Industries
68 hedge funds and large institutions have $108M invested in NACCO Industries in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 10 closing their positions.
2% more capital invested
Capital invested by funds: $106M → $108M (+$2.16M)
0.77% less ownership
Funds ownership: 60.26% → 59.49% (-0.77%)
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
7% less funds holding
Funds holding: 73 → 68 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$953K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$661K |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$205K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$200K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIR
James Investment Research
Alpha,
Ohio
|
-$737K |
| 2 |
JP Morgan Chase
New York
|
-$604K |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$489K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$422K |
| 5 |
Millennium Management
New York
|
-$360K |
NC Hedge Fund Activity: Q4 2018 in Review
68 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2018, worth a combined $108M — up 2% from $106M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of NC and 5 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 20 added.
The largest buyer was LSV Asset Management, adding an estimated $953K. The largest seller was James Investment Research, cutting an estimated $737K.
- 68 institutional investors held NACCO Industries (NC) as of Q4 2018, down from 73 in Q3 2018.
- Funds reported $108M of NACCO Industries stock for Q4 2018, up 2% quarter-over-quarter.
- 5 funds opened new NACCO Industries positions in Q4 2018 and 10 closed out, a net change of -5 holders.
- The largest NACCO Industries buyer in Q4 2018 was LSV Asset Management, an estimated $953K added.
- The largest NACCO Industries seller in Q4 2018 was James Investment Research, an estimated $737K sold.
Based on aggregated 13F filings for Q4 2018.