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NACCO Industries
NC

73 hedge funds and large institutions have $144M invested in NACCO Industries in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

37% more capital invested

Capital invested by funds: $105M → $144M (+$38.5M)

1% more funds holding

Funds holding: 72 → 73 (+1)

0.29% more ownership

Funds ownership: 50.74% → 51.03% (+0.29%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.62M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.33M
3
Wells Fargo
Wells Fargo
California
+$957K
4
N
Nuveen
North Carolina
+$855K
5
MSL
Mackay Shields LLC
New York
+$753K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$5.38M
2
State Street
State Street
Massachusetts
-$1.54M
3
KCM
Kennedy Capital Management
Missouri
-$1.01M
4
PPA
Parametric Portfolio Associates
Washington
-$458K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$26.6M +$6.62M +141,752 +38%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.7M +$264K +5,643 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$15.2M +$1.33M +28,544 +11%
BlackRock
4
BlackRock
New York
$14.7M -$88K -1,885 -0.7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.54M -$350K -7,502 -4%
American Century Companies
6
American Century Companies
Missouri
$5.45M +$194K +4,148 +4%
LSV Asset Management
7
LSV Asset Management
Illinois
$4.72M +$247K +5,300 +6%
BCM
8
Bridgeway Capital Management
Texas
$4.68M -$126K -2,700 -3%
PAM
9
Panagora Asset Management
Massachusetts
$4.22M -$5.23K -112 -0.1%
State Street
10
State Street
Massachusetts
$4.01M -$1.54M -33,030 -30%
Northern Trust
11
Northern Trust
Illinois
$3.01M +$47.2K +1,010 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.52M +$179K +3,839 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.5M +$11.8K +253 +0.5%
CFMC
14
Curbstone Financial Management Corp
New Hampshire
$1.85M -$140K -3,000 -8%
Wells Fargo
15
Wells Fargo
California
$1.5M +$957K +20,504 +246%
Charles Schwab
16
Charles Schwab
California
$1.21M +$9.15K +196 +0.8%
Invesco
17
Invesco
Georgia
$1.16M -$107K -2,302 -9%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.02M -$103K -2,215 -10%
Deutsche Bank
19
Deutsche Bank
Germany
$977K -$48.3K -1,034 -5%
JIR
20
James Investment Research
Ohio
$970K -$142K -3,033 -14%
N
21
Nuveen
North Carolina
$950K +$855K +18,303 New
Prudential Financial
22
Prudential Financial
New Jersey
$946K +$841 +18 +0.1%
ZIM
23
ZPR Investment Management
Florida
$844K +$199K +4,258 +36%
MSL
24
Mackay Shields LLC
New York
$838K +$753K +16,125 New
JIC
25
Johnson Investment Counsel
Ohio
$779K – – –
1
2 3 4

NC Hedge Fund Activity: Q2 2019 in Review

73 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2019, worth a combined $144M — up 37% from $105M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NC positions and 5 closed out — a net gain of 6 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $6.62M. The largest seller was JP Morgan Chase, cutting an estimated $5.38M.

  • 73 institutional investors held NACCO Industries (NC) as of Q2 2019, up from 72 in Q1 2019.
  • Funds reported $144M of NACCO Industries stock for Q2 2019, up 37% quarter-over-quarter.
  • 11 funds opened new NACCO Industries positions in Q2 2019 and 5 closed out, a net change of +6 holders.
  • The largest NACCO Industries buyer in Q2 2019 was Fidelity Investments, an estimated $6.62M added.
  • The largest NACCO Industries seller in Q2 2019 was JP Morgan Chase, an estimated $5.38M sold.

Based on aggregated 13F filings for Q2 2019.