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NACCO Industries

77 hedge funds and large institutions have $182M invested in NACCO Industries in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $144M → $182M (+$38.6M)

5% more funds holding

Funds holding: 7377 (+4)

1.59% more ownership

Funds ownership: 51.03%52.62% (+1.6%)

15% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 26

Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
22
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$42.5M +$7.95M +152,209 +30%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$29.1M +$5.9K +113 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$20M +$1.05M +20,054 +7%
BlackRock
4
BlackRock
New York
$18.1M +$15.9K +304 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.7M -$14.3K -274 -0.1%
LSV Asset Management
6
LSV Asset Management
Illinois
$5.97M +$131K +2,509 +3%
BCM
7
Bridgeway Capital Management
Texas
$5.71M -$41.8K -800 -0.9%
PAM
8
Panagora Asset Management
Massachusetts
$5.02M -$143K -2,733 -3%
State Street
9
State Street
Massachusetts
$4.86M -$59.4K -1,138 -1%
Northern Trust
10
Northern Trust
Illinois
$3.92M +$173K +3,318 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.11M +$2.72K +52 +0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.04M -$23.9K -458 -1%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$2.28M
Wells Fargo
14
Wells Fargo
California
$1.67M -$143K -2,746 -10%
Charles Schwab
15
Charles Schwab
California
$1.56M +$54.1K +1,036 +4%
N
16
Nuveen
North Carolina
$1.56M +$318K +6,097 +33%
Invesco
17
Invesco
Georgia
$1.34M -$69.6K -1,332 -6%
JIR
18
James Investment Research
Ohio
$1.2M +$6.53K +125 +0.7%
Prudential Financial
19
Prudential Financial
New Jersey
$1.14M -$22.8K -437 -2%
MSL
20
Mackay Shields LLC
New York
$1.11M +$67.9K +1,300 +8%
MAM
21
Martingale Asset Management
Massachusetts
$1.04M +$852K +16,302 New
JIC
22
Johnson Investment Counsel
Ohio
$959K
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$949K -$248K -4,754 -24%
TC
24
TAP Consulting
Missouri
$908K +$742K +14,207 New
UBS Group
25
UBS Group
Switzerland
$881K +$66.7K +1,276 +10%

NC Hedge Fund Activity: Q3 2019 in Review

77 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2019, worth a combined $182M — up 27% from $144M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NC positions and 6 closed out — a net gain of 4 holders — while 22 added to existing stakes and 26 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.95M. The largest seller was American Century Companies, exiting entirely with an estimated $5.45M sold.

  • 77 institutional investors held NACCO Industries (NC) as of Q3 2019, up from 73 in Q2 2019.
  • Funds reported $182M of NACCO Industries stock for Q3 2019, up 27% quarter-over-quarter.
  • 10 funds opened new NACCO Industries positions in Q3 2019 and 6 closed out, a net change of +4 holders.
  • The largest NACCO Industries buyer in Q3 2019 was Fidelity Investments, an estimated $7.95M added.
  • The largest NACCO Industries seller in Q3 2019 was American Century Companies, an estimated $5.45M sold.

Based on aggregated 13F filings for Q3 2019.