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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.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $73.5M → $89.3M (+$15.8M)

0% more funds holding

Funds holding: 4444 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (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

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
8
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$30.1M +$1.27M +39,117 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.7M -$188K -5,798 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.99M -$323K -9,999 -4%
MG
4
Magnolia Group
Nebraska
$8.16M
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.03M -$634K -19,588 -9%
BlackRock
6
BlackRock
New York
$3M -$11.3K -349 -0.4%
LSV Asset Management
7
LSV Asset Management
Illinois
$2.44M -$392K -12,125 -15%
BCM
8
Bridgeway Capital Management
Texas
$2.11M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.28M -$2.13K -66 -0.2%
PGCM
10
Prescott Group Capital Management
Oklahoma
$1.06M +$944K +29,196 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.06M -$212K -6,568 -18%
UBS Group
12
UBS Group
Switzerland
$961K +$647 +20 +0.1%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$935K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$837K +$390K +12,067 +110%
State Street
15
State Street
Massachusetts
$715K
RC
16
RBF Capital
California
$656K
CC
17
Corton Capital
Ontario, Canada
$634K +$565K +17,469 New
Northern Trust
18
Northern Trust
Illinois
$576K -$647 -20 -0.1%
JIC
19
Johnson Investment Counsel
Ohio
$498K -$41.8K -1,293 -9%
American Century Companies
20
American Century Companies
Missouri
$493K +$120K +3,717 +38%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$402K -$55.3K -1,710 -13%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$326K +$44.2K +1,366 +18%
Morgan Stanley
23
Morgan Stanley
New York
$296K +$103K +3,191 +64%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$255K -$32.3K -1,000 -12%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$236K +$210K +6,506 New

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.