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NACCO Industries
NC

44 hedge funds and large institutions have $73.5M invested in NACCO Industries in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

19% more capital invested

Capital invested by funds: $61.8M → $73.5M (+$11.7M)

2% more funds holding

Funds holding: 43 → 44 (+1)

1.48% more ownership

Funds ownership: 42.53% → 44.02% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
8
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.45M
2
MG
Magnolia Group
Nebraska
+$806K
3
RC
RBF Capital
California
+$471K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$406K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$351K

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$481K
2
Charles Schwab
Charles Schwab
California
-$464K
3
Renaissance Technologies
Renaissance Technologies
New York
-$428K
4
TEE
Tibra Equities Europe
United Kingdom
-$271K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$152K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$23.6M +$1.45M +55,526 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.1M -$152K -5,811 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.69M -$428K -16,400 -6%
MG
4
Magnolia Group
Nebraska
$6.71M +$806K +30,893 +16%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.37M – – –
BlackRock
6
BlackRock
New York
$2.48M -$7.51K -288 -0.3%
LSV Asset Management
7
LSV Asset Management
Illinois
$2.37M – – –
BCM
8
Bridgeway Capital Management
Texas
$1.73M – – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.06M -$12.9K -496 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.06M +$78.8K +3,022 +9%
UBS Group
11
UBS Group
Switzerland
$790K +$114K +4,358 +20%
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$769K – – –
State Street
13
State Street
Massachusetts
$588K – – –
RC
14
RBF Capital
California
$539K +$471K +18,068 New
Northern Trust
15
Northern Trust
Illinois
$474K -$48.7K -1,869 -11%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$464K +$406K +15,550 New
JIC
17
Johnson Investment Counsel
Ohio
$448K – – –
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$402K +$351K +13,465 New
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$381K -$7.83K -300 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$328K +$287K +10,991 New
E
21
Ergoteles
New York
$309K -$3.83K -147 -1%
HF
22
HRT Financial
New York
$305K -$16.1K -618 -6%
American Century Companies
23
American Century Companies
Missouri
$294K +$39K +1,494 +18%
MP
24
McDonald Partners
Ohio
$239K -$7.83K -300 -4%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$239K +$209K +8,016 New
1
2

NC Hedge Fund Activity: Q3 2021 in Review

44 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2021, worth a combined $73.5M — up 19% from $61.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NC positions and 5 closed out — a net gain of 1 holder — while 8 added to existing stakes and 16 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $1.45M. The largest seller was Millennium Management, cutting an estimated $481K.

  • 44 institutional investors held NACCO Industries (NC) as of Q3 2021, up from 43 in Q2 2021.
  • Funds reported $73.5M of NACCO Industries stock for Q3 2021, up 19% quarter-over-quarter.
  • 6 funds opened new NACCO Industries positions in Q3 2021 and 5 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q3 2021 was Fidelity Investments, an estimated $1.45M added.
  • The largest NACCO Industries seller in Q3 2021 was Millennium Management, an estimated $481K sold.

Based on aggregated 13F filings for Q3 2021.