We are live on ! Find out more
NC icon

NACCO Industries

48 hedge funds and large institutions have $64.5M invested in NACCO Industries in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more capital invested

Capital invested by funds: $43.7M → $64.5M (+$20.7M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

2% more funds holding

Funds holding: 4748 (+1)

0.76% more ownership

Funds ownership: 44%44.76% (+0.76%)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
17
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.1M +$1.88M +79,386 +15%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.7M -$242K -10,192 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.18M -$422K -17,800 -5%
BlackRock
4
BlackRock
New York
$7.07M +$147K +6,217 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.1M +$33.1K +1,395 +0.6%
LSV Asset Management
6
LSV Asset Management
Illinois
$2.18M
State Street
7
State Street
Massachusetts
$2.12M +$55.1K +2,322 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.5M +$33.6K +1,417 +3%
Northern Trust
9
Northern Trust
Illinois
$1.46M -$96.1K -4,054 -7%
BCM
10
Bridgeway Capital Management
Texas
$1.4M
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.19M +$297K +12,514 +38%
Charles Schwab
12
Charles Schwab
California
$698K +$9.37K +395 +2%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$678K -$210K -8,858 -26%
UBS Group
14
UBS Group
Switzerland
$570K +$59.4K +2,506 +13%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$462K -$24K -1,012 -5%
JIC
16
Johnson Investment Counsel
Ohio
$395K
JP Morgan Chase
17
JP Morgan Chase
New York
$316K +$127K +5,362 +81%
N
18
Nuveen
North Carolina
$270K +$4.96K +209 +2%
Millennium Management
19
Millennium Management
New York
$223K +$201K +8,491 New
Invesco
20
Invesco
Georgia
$222K -$140K -5,920 -41%
MP
21
McDonald Partners
Ohio
$215K +$194K +8,170 New
Prudential Financial
22
Prudential Financial
New Jersey
$206K +$186K +7,826 New
Wells Fargo
23
Wells Fargo
California
$205K -$70.7K -2,980 -28%
JIR
24
James Investment Research
Ohio
$191K
Morgan Stanley
25
Morgan Stanley
New York
$189K +$47.8K +2,016 +39%

NC Hedge Fund Activity: Q4 2020 in Review

48 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2020, worth a combined $64.5M — up 47% from $43.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new NC positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.88M. The largest seller was Renaissance Technologies, cutting an estimated $422K.

  • 48 institutional investors held NACCO Industries (NC) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $64.5M of NACCO Industries stock for Q4 2020, up 47% quarter-over-quarter.
  • 4 funds opened new NACCO Industries positions in Q4 2020 and 3 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q4 2020 was Fidelity Investments, an estimated $1.88M added.
  • The largest NACCO Industries seller in Q4 2020 was Renaissance Technologies, an estimated $422K sold.

Based on aggregated 13F filings for Q4 2020.