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NACCO Industries

60 hedge funds and large institutions have $75.6M invested in NACCO Industries in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.13% less ownership

Funds ownership: 52.44%49.31% (-3.1%)

18% less funds holding

Funds holding: 7360 (-13)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

43% less capital invested

Capital invested by funds: $133M → $75.6M (-$57.7M)

79% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 14

Holders
60
Holders Change
-13
Holders Change %
-17.81%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
23
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$17.6M -$1.99M -48,306 -7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12.8M
Renaissance Technologies
3
Renaissance Technologies
New York
$9.67M +$267K +6,479 +2%
BlackRock
4
BlackRock
New York
$8.17M +$221K +5,360 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.89M +$1.02M +24,767 +13%
LSV Asset Management
6
LSV Asset Management
Illinois
$2.62M +$35K +851 +0.9%
State Street
7
State Street
Massachusetts
$2.23M -$11.2K -273 -0.3%
BCM
8
Bridgeway Capital Management
Texas
$1.96M -$800K -19,430 -22%
PAM
9
Panagora Asset Management
Massachusetts
$1.73M -$1.29M -31,348 -34%
Northern Trust
10
Northern Trust
Illinois
$1.7M +$16.5K +402 +0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.48M +$121K +2,944 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.16M -$89K -2,162 -5%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$969K -$42.5K -1,032 -3%
UBS Group
14
UBS Group
Switzerland
$910K +$713K +17,320 +114%
Charles Schwab
15
Charles Schwab
California
$707K +$13.8K +335 +1%
Invesco
16
Invesco
Georgia
$570K -$16.5K -401 -2%
JIR
17
James Investment Research
Ohio
$505K -$30.9K -750 -4%
MAM
18
Martingale Asset Management
Massachusetts
$457K
Wells Fargo
19
Wells Fargo
California
$420K -$454K -11,022 -42%
JIC
20
Johnson Investment Counsel
Ohio
$420K
SO
21
STRS Ohio
Ohio
$383K +$61.7K +1,500 +12%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$362K +$75.4K +1,831 +16%
Prudential Financial
23
Prudential Financial
New Jersey
$341K -$127K -3,096 -20%
Bessemer Group
24
Bessemer Group
New Jersey
$260K
KS
25
Karpas Strategies
Connecticut
$259K

NC Hedge Fund Activity: Q1 2020 in Review

60 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2020, worth a combined $75.6M — down 43% from $133M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of NC and 3 opened new positions — a net loss of 11 holders — while 23 trimmed existing stakes and 18 added.

The largest buyer was Vanguard Group, adding an estimated $1.02M. The largest seller was Fidelity Investments, cutting an estimated $1.99M.

  • 60 institutional investors held NACCO Industries (NC) as of Q1 2020, down from 73 in Q4 2019.
  • Funds reported $75.6M of NACCO Industries stock for Q1 2020, down 43% quarter-over-quarter.
  • 3 funds opened new NACCO Industries positions in Q1 2020 and 14 closed out, a net change of -11 holders.
  • The largest NACCO Industries buyer in Q1 2020 was Vanguard Group, an estimated $1.02M added.
  • The largest NACCO Industries seller in Q1 2020 was Fidelity Investments, an estimated $1.99M sold.

Based on aggregated 13F filings for Q1 2020.