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NACCO Industries
NC

45 hedge funds and large institutions have $61.1M invested in NACCO Industries in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% less ownership

Funds ownership: 44.76% → 44.65% (-0.12%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

5% less capital invested

Capital invested by funds: $64.5M → $61.1M (-$3.36M)

6% less funds holding

Funds holding: 48 → 45 (-3)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.23M
2
Goldman Sachs
Goldman Sachs
New York
+$229K
3
BlackRock
BlackRock
New York
+$107K
4
Bank of America
Bank of America
North Carolina
+$83.6K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$63K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$292K
2
Millennium Management
Millennium Management
New York
-$223K
3
Invesco
Invesco
Georgia
-$222K
4
Northern Trust
Northern Trust
Illinois
-$216K
5
State Street
State Street
Massachusetts
-$212K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.6M +$1.23M +50,400 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.1M +$8.46K +346 +0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.46M -$292K -11,927 -4%
BlackRock
4
BlackRock
New York
$6.81M +$107K +4,392 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.85M +$62.5K +2,558 +1%
LSV Asset Management
6
LSV Asset Management
Illinois
$2.07M – – –
State Street
7
State Street
Massachusetts
$1.79M -$212K -8,651 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.42M -$7.8K -319 -0.6%
BCM
9
Bridgeway Capital Management
Texas
$1.32M – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.2M +$63K +2,576 +6%
Northern Trust
11
Northern Trust
Illinois
$1.17M -$216K -8,827 -16%
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$643K – – –
Charles Schwab
13
Charles Schwab
California
$579K -$81.4K -3,328 -13%
UBS Group
14
UBS Group
Switzerland
$558K +$16.8K +686 +3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$425K -$13.1K -534 -3%
JIC
16
Johnson Investment Counsel
Ohio
$374K – – –
JP Morgan Chase
17
JP Morgan Chase
New York
$311K +$11.8K +483 +4%
N
18
Nuveen
North Carolina
$300K +$43.3K +1,770 +17%
Goldman Sachs
19
Goldman Sachs
New York
$234K +$229K +9,370 New
MP
20
McDonald Partners
Ohio
$205K +$1.22K +50 +0.6%
Bank of America
21
Bank of America
North Carolina
$175K +$83.6K +3,417 +95%
Morgan Stanley
22
Morgan Stanley
New York
$113K -$65.3K -2,672 -37%
Deutsche Bank
23
Deutsche Bank
Germany
$78K -$6.41K -262 -8%
Barclays
24
Barclays
United Kingdom
$78K +$47K +1,921 +159%
DA
25
Denali Advisors
California
$64K +$11.2K +460 +22%
1
2

NC Hedge Fund Activity: Q1 2021 in Review

45 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2021, worth a combined $61.1M — down 5.2% from $64.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of NC and 2 opened new positions — a net loss of 3 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Fidelity Investments, adding an estimated $1.23M. The largest seller was Renaissance Technologies, cutting an estimated $292K.

  • 45 institutional investors held NACCO Industries (NC) as of Q1 2021, down from 48 in Q4 2020.
  • Funds reported $61.1M of NACCO Industries stock for Q1 2021, down 5.2% quarter-over-quarter.
  • 2 funds opened new NACCO Industries positions in Q1 2021 and 5 closed out, a net change of -3 holders.
  • The largest NACCO Industries buyer in Q1 2021 was Fidelity Investments, an estimated $1.23M added.
  • The largest NACCO Industries seller in Q1 2021 was Renaissance Technologies, an estimated $292K sold.

Based on aggregated 13F filings for Q1 2021.