NACCO Industries
44 hedge funds and large institutions have $89.3M invested in NACCO Industries in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 8 closing their positions.
21% more capital invested
Capital invested by funds: $73.5M → $89.3M (+$15.8M)
0% more funds holding
Funds holding: 44 → 44 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
0.13% less ownership
Funds ownership: 44.02% → 43.88% (-0.13%)
47% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.27M |
| 2 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$944K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$390K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$210K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$120K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$634K |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$464K |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$402K |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$392K |
| 5 |
Renaissance Technologies
New York
|
-$323K |
NC Hedge Fund Activity: Q4 2021 in Review
44 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2021, worth a combined $89.3M — up 21% from $73.5M a quarter earlier.
Fund positioning in NC was balanced in Q4 2021: 8 funds opened new positions, 8 closed out, 8 added to existing stakes and 15 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $1.27M. The largest seller was Vanguard Group, cutting an estimated $634K.
- 44 institutional investors held NACCO Industries (NC) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $89.3M of NACCO Industries stock for Q4 2021, up 21% quarter-over-quarter.
- 8 funds opened new NACCO Industries positions in Q4 2021 and 8 closed out, a net change of 0 holders.
- The largest NACCO Industries buyer in Q4 2021 was Fidelity Investments, an estimated $1.27M added.
- The largest NACCO Industries seller in Q4 2021 was Vanguard Group, an estimated $634K sold.
Based on aggregated 13F filings for Q4 2021.