We are live on ! Find out more
NC icon

NACCO Industries
NC

72 hedge funds and large institutions have $105M invested in NACCO Industries in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

6% more funds holding

Funds holding: 68 → 72 (+4)

3% less capital invested

Capital invested by funds: $108M → $105M (-$3.19M)

8.75% less ownership

Funds ownership: 59.49% → 50.74% (-8.8%)

20% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 25

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
20
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.24M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.07M
3
Deutsche Bank
Deutsche Bank
Germany
+$512K
4
ZIM
ZPR Investment Management
Florida
+$438K
5
LSV Asset Management
LSV Asset Management
Illinois
+$378K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$15.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$2.05M
3
State Street
State Street
Massachusetts
-$724K
4
UBS Group
UBS Group
Switzerland
-$699K
5
JP Morgan Chase
JP Morgan Chase
New York
-$677K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$17.2M -$64.3K -1,761 -0.4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$14.2M +$1.07M +29,200 +9%
BlackRock
3
BlackRock
New York
$10.9M +$166K +4,546 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$10.1M +$1.24M +33,946 +15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.3M -$2.05M -56,064 -23%
JP Morgan Chase
6
JP Morgan Chase
New York
$4.94M -$677K -18,545 -13%
State Street
7
State Street
Massachusetts
$4.21M -$724K -19,836 -15%
American Century Companies
8
American Century Companies
Missouri
$3.85M +$56.9K +1,557 +2%
BCM
9
Bridgeway Capital Management
Texas
$3.55M +$164K +4,500 +5%
LSV Asset Management
10
LSV Asset Management
Illinois
$3.27M +$378K +10,348 +14%
PAM
11
Panagora Asset Management
Massachusetts
$3.11M -$52.8K -1,445 -2%
Northern Trust
12
Northern Trust
Illinois
$2.17M +$14.6K +399 +0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.83M +$5.44K +149 +0.3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.71M +$60.8K +1,665 +4%
CFMC
15
Curbstone Financial Management Corp
New Hampshire
$1.48M -$21.9K -600 -2%
KCM
16
Kennedy Capital Management
Missouri
$1.01M -$334K -9,150 -26%
Invesco
17
Invesco
Georgia
$941K -$178K -4,881 -17%
Charles Schwab
18
Charles Schwab
California
$886K +$11.5K +316 +1%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$834K -$369K -10,100 -32%
JIR
20
James Investment Research
Ohio
$830K -$66.7K -1,827 -8%
Deutsche Bank
21
Deutsche Bank
Germany
$757K +$512K +14,018 +239%
Prudential Financial
22
Prudential Financial
New Jersey
$695K +$13.4K +367 +2%
SO
23
STRS Ohio
Ohio
$580K -$36.5K -1,000 -6%
JIC
24
Johnson Investment Counsel
Ohio
$573K – – –
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$569K -$133K -3,638 -20%
1
2 3 4

NC Hedge Fund Activity: Q1 2019 in Review

72 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2019, worth a combined $105M — down 2.9% from $108M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new NC positions and 5 closed out — a net gain of 4 holders — while 20 added to existing stakes and 25 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.24M. The largest seller was PNC Financial Services Group, cutting an estimated $15.3M.

  • 72 institutional investors held NACCO Industries (NC) as of Q1 2019, up from 68 in Q4 2018.
  • Funds reported $105M of NACCO Industries stock for Q1 2019, down 2.9% quarter-over-quarter.
  • 9 funds opened new NACCO Industries positions in Q1 2019 and 5 closed out, a net change of +4 holders.
  • The largest NACCO Industries buyer in Q1 2019 was Renaissance Technologies, an estimated $1.24M added.
  • The largest NACCO Industries seller in Q1 2019 was PNC Financial Services Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2019.