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NACCO Industries
NC

73 hedge funds and large institutions have $133M invested in NACCO Industries in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

0.19% less ownership

Funds ownership: 52.62% → 52.44% (-0.19%)

5% less funds holding

Funds holding: 77 → 73 (-4)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

27% less capital invested

Capital invested by funds: $182M → $133M (-$48.9M)

Holders
73
Holders Change
-4
Holders Change %
-5.19%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.41M
2
PAM
Panagora Asset Management
Massachusetts
+$773K
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$622K
4
Goldman Sachs
Goldman Sachs
New York
+$511K
5
NA
Navellier & Associates
Nevada
+$349K

Top Sellers

Rank Fund Capital Flow
1
MSL
Mackay Shields LLC
New York
-$1.11M
2
N
Nuveen
North Carolina
-$811K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$569K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$555K
5
OAM
Oxford Asset Management
United Kingdom
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$31.7M +$622K +11,718 +2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$21.3M +$18.1K +341 +0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$15.9M +$1.41M +26,500 +8%
BlackRock
4
BlackRock
New York
$13.4M +$157K +2,966 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.7M +$132K +2,493 +1%
PAM
6
Panagora Asset Management
Massachusetts
$4.36M +$773K +14,563 +19%
LSV Asset Management
7
LSV Asset Management
Illinois
$4.35M -$26.5K -500 -0.5%
BCM
8
Bridgeway Capital Management
Texas
$4.18M – – –
State Street
9
State Street
Massachusetts
$3.74M +$203K +3,833 +5%
Northern Trust
10
Northern Trust
Illinois
$2.83M -$41K -772 -1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.35M +$80.5K +1,516 +3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.05M -$202K -3,811 -8%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$1.67M – – –
Wells Fargo
14
Wells Fargo
California
$1.22M -$4.99K -94 -0.4%
Charles Schwab
15
Charles Schwab
California
$1.17M +$26.4K +498 +2%
Invesco
16
Invesco
Georgia
$974K -$11.8K -223 -1%
JIR
17
James Investment Research
Ohio
$881K – – –
MAM
18
Martingale Asset Management
Massachusetts
$764K – – –
Prudential Financial
19
Prudential Financial
New Jersey
$716K -$133K -2,504 -14%
UBS Group
20
UBS Group
Switzerland
$712K +$74.9K +1,411 +10%
JIC
21
Johnson Investment Counsel
Ohio
$703K – – –
Russell Investments Group
22
Russell Investments Group
United Kingdom
$610K +$320K +6,026 +85%
SO
23
STRS Ohio
Ohio
$571K +$111K +2,100 +21%
TC
24
TAP Consulting
Missouri
$520K -$165K -3,103 -22%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$520K +$82.4K +1,553 +16%
1
2 3 4

NC Hedge Fund Activity: Q4 2019 in Review

73 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2019, worth a combined $133M — down 27% from $182M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NC and 9 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 23 added.

The largest buyer was Renaissance Technologies, adding an estimated $1.41M. The largest seller was Mackay Shields LLC, exiting entirely with an estimated $1.11M sold.

  • 73 institutional investors held NACCO Industries (NC) as of Q4 2019, down from 77 in Q3 2019.
  • Funds reported $133M of NACCO Industries stock for Q4 2019, down 27% quarter-over-quarter.
  • 9 funds opened new NACCO Industries positions in Q4 2019 and 12 closed out, a net change of -3 holders.
  • The largest NACCO Industries buyer in Q4 2019 was Renaissance Technologies, an estimated $1.41M added.
  • The largest NACCO Industries seller in Q4 2019 was Mackay Shields LLC, an estimated $1.11M sold.

Based on aggregated 13F filings for Q4 2019.