We are live on ! Find out more
NC icon

NACCO Industries
NC

43 hedge funds and large institutions have $61.8M invested in NACCO Industries in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $61.1M → $61.8M (+$705K)

2.11% less ownership

Funds ownership: 44.65% → 42.53% (-2.1%)

4% less funds holding

Funds holding: 45 → 43 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
8
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MG
Magnolia Group
Nebraska
+$4.82M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.77M
3
Millennium Management
Millennium Management
New York
+$645K
4
HF
HRT Financial
New York
+$270K
5
E
Ergoteles
New York
+$261K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$4.72M
2
State Street
State Street
Massachusetts
-$1.3M
3
Northern Trust
Northern Trust
Illinois
-$722K
4
Renaissance Technologies
Renaissance Technologies
New York
-$614K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19.2M +$1.77M +71,174 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.6M +$10.8K +436 +0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.14M -$614K -24,700 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.56M -$523K -21,056 -9%
MG
5
Magnolia Group
Nebraska
$5.05M +$4.82M +194,014 New
BlackRock
6
BlackRock
New York
$2.17M -$4.72M -189,770 -69%
LSV Asset Management
7
LSV Asset Management
Illinois
$2.06M -$89.5K -3,600 -4%
BCM
8
Bridgeway Capital Management
Texas
$1.51M +$124K +5,000 +9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$941K -$293K -11,770 -25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$845K -$608K -24,450 -43%
Millennium Management
11
Millennium Management
New York
$675K +$645K +25,935 New
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$671K – – –
UBS Group
13
UBS Group
Switzerland
$576K -$6.09K -245 -1%
State Street
14
State Street
Massachusetts
$513K -$1.3M -52,181 -73%
Charles Schwab
15
Charles Schwab
California
$464K -$134K -5,381 -23%
Northern Trust
16
Northern Trust
Illinois
$462K -$722K -29,034 -62%
JIC
17
Johnson Investment Counsel
Ohio
$391K – – –
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$341K -$98.3K -3,955 -23%
HF
19
HRT Financial
New York
$282K +$270K +10,863 New
E
20
Ergoteles
New York
$273K +$261K +10,500 New
TEE
21
Tibra Equities Europe
United Kingdom
$271K +$259K +10,400 New
American Century Companies
22
American Century Companies
Missouri
$218K +$208K +8,368 New
MP
23
McDonald Partners
Ohio
$217K +$2.49K +100 +1%
Morgan Stanley
24
Morgan Stanley
New York
$133K +$13.7K +553 +12%
TRCT
25
Tower Research Capital (TRC)
New York
$82K +$61.9K +2,490 +390%
1
2 3

NC Hedge Fund Activity: Q2 2021 in Review

43 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2021, worth a combined $61.8M — up 1.2% from $61.1M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NC and 7 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 8 added.

The largest buyer was Magnolia Group, opening a new position worth an estimated $4.82M. The largest seller was BlackRock, cutting an estimated $4.72M.

  • 43 institutional investors held NACCO Industries (NC) as of Q2 2021, down from 45 in Q1 2021.
  • Funds reported $61.8M of NACCO Industries stock for Q2 2021, up 1.2% quarter-over-quarter.
  • 7 funds opened new NACCO Industries positions in Q2 2021 and 9 closed out, a net change of -2 holders.
  • The largest NACCO Industries buyer in Q2 2021 was Magnolia Group, an estimated $4.82M added.
  • The largest NACCO Industries seller in Q2 2021 was BlackRock, an estimated $4.72M sold.

Based on aggregated 13F filings for Q2 2021.