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NACCO Industries
NC

51 hedge funds and large institutions have $59.9M invested in NACCO Industries in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

2.16% less ownership

Funds ownership: 49.31% → 47.15% (-2.2%)

15% less funds holding

Funds holding: 60 → 51 (-9)

21% less capital invested

Capital invested by funds: $75.6M → $59.9M (-$15.7M)

75% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 12

Holders
51
Holders Change
-9
Holders Change %
-15%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$547K
2
N
Nuveen
North Carolina
+$344K
3
Millennium Management
Millennium Management
New York
+$305K
4
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$274K
5
TRCT
Tower Research Capital (TRC)
New York
+$140K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.38M
2
BlackRock
BlackRock
New York
-$729K
3
PAM
Panagora Asset Management
Massachusetts
-$707K
4
Prudential Financial
Prudential Financial
New Jersey
-$341K
5
UBS Group
UBS Group
Switzerland
-$328K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13.4M -$1.38M -51,058 -8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.6M +$28K +1,040 +0.2%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.97M -$88.3K -3,277 -0.9%
BlackRock
4
BlackRock
New York
$6.18M -$729K -27,045 -9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.38M +$547K +20,307 +10%
LSV Asset Management
6
LSV Asset Management
Illinois
$2.06M -$143K -5,300 -6%
State Street
7
State Street
Massachusetts
$1.91M +$59.6K +2,211 +3%
BCM
8
Bridgeway Capital Management
Texas
$1.63M – – –
Northern Trust
9
Northern Trust
Illinois
$1.43M +$16.8K +625 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.24M +$6.41K +238 +0.4%
PAM
11
Panagora Asset Management
Massachusetts
$827K -$707K -26,256 -43%
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$807K – – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$801K -$196K -7,270 -17%
Charles Schwab
14
Charles Schwab
California
$629K +$46.3K +1,720 +7%
Invesco
15
Invesco
Georgia
$484K +$9.24K +343 +2%
UBS Group
16
UBS Group
Switzerland
$474K -$328K -12,191 -37%
N
17
Nuveen
North Carolina
$463K +$344K +12,752 +179%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$391K +$103K +3,840 +30%
MAM
19
Martingale Asset Management
Massachusetts
$380K – – –
JIC
20
Johnson Investment Counsel
Ohio
$350K – – –
JIR
21
James Investment Research
Ohio
$293K -$147K -5,465 -30%
Millennium Management
22
Millennium Management
New York
$264K +$305K +11,310 New
Wells Fargo
23
Wells Fargo
California
$251K -$113K -4,186 -28%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$237K +$274K +10,153 New
Bessemer Group
25
Bessemer Group
New Jersey
$217K – – –
1
2 3

NC Hedge Fund Activity: Q2 2020 in Review

51 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2020, worth a combined $59.9M — down 21% from $75.6M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of NC and 3 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Vanguard Group, adding an estimated $547K. The largest seller was Fidelity Investments, cutting an estimated $1.38M.

  • 51 institutional investors held NACCO Industries (NC) as of Q2 2020, down from 60 in Q1 2020.
  • Funds reported $59.9M of NACCO Industries stock for Q2 2020, down 21% quarter-over-quarter.
  • 3 funds opened new NACCO Industries positions in Q2 2020 and 12 closed out, a net change of -9 holders.
  • The largest NACCO Industries buyer in Q2 2020 was Vanguard Group, an estimated $547K added.
  • The largest NACCO Industries seller in Q2 2020 was Fidelity Investments, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2020.