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NACCO Industries
NC

49 hedge funds and large institutions have $94.8M invested in NACCO Industries in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

11% more funds holding

Funds holding: 44 → 49 (+5)

6% more capital invested

Capital invested by funds: $89.3M → $94.8M (+$5.43M)

0.89% less ownership

Funds ownership: 43.88% → 43% (-0.89%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
18
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PGCM
Prescott Group Capital Management
Oklahoma
+$3.08M
2
Two Sigma Investments
Two Sigma Investments
New York
+$684K
3
MP
McDonald Partners
Ohio
+$570K
4
Renaissance Technologies
Renaissance Technologies
New York
+$513K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$454K

Top Sellers

Rank Fund Capital Flow
1
MG
Magnolia Group
Nebraska
-$8.16M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$490K
3
CC
Corton Capital
Ontario, Canada
-$289K
4
DU
Delphia (USA)
Ontario, Canada
-$233K
5
Morgan Stanley
Morgan Stanley
New York
-$102K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.9M +$278K +8,440 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.9M -$25.1K -764 -0.2%
Renaissance Technologies
3
Renaissance Technologies
New York
$10.3M +$513K +15,597 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.02M -$490K -14,888 -8%
PGCM
5
Prescott Group Capital Management
Oklahoma
$4.82M +$3.08M +93,595 +321%
BlackRock
6
BlackRock
New York
$3.23M -$14.9K -452 -0.5%
LSV Asset Management
7
LSV Asset Management
Illinois
$2.75M +$93.7K +2,846 +4%
BCM
8
Bridgeway Capital Management
Texas
$2.41M +$112K +3,400 +6%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.4M +$4.61K +140 +0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.19M +$45K +1,366 +5%
UBS Group
11
UBS Group
Switzerland
$1.19M +$122K +3,721 +14%
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$1.01M – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$938K +$28.5K +867 +4%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$816K +$454K +13,800 +197%
Two Sigma Investments
15
Two Sigma Investments
New York
$816K +$684K +20,795 New
State Street
16
State Street
Massachusetts
$786K +$11.7K +354 +2%
RC
17
RBF Capital
California
$707K – – –
American Century Companies
18
American Century Companies
Missouri
$689K +$132K +3,996 +29%
MP
19
McDonald Partners
Ohio
$679K +$570K +17,320 New
Northern Trust
20
Northern Trust
Illinois
$624K +$757 +23 +0.1%
JIC
21
Johnson Investment Counsel
Ohio
$538K – – –
Millennium Management
22
Millennium Management
New York
$505K +$424K +12,878 New
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$434K +$320K +9,724 +703%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$428K +$63.6K +1,932 +22%
CC
25
Corton Capital
Ontario, Canada
$341K -$289K -8,783 -50%
1
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NC Hedge Fund Activity: Q1 2022 in Review

49 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2022, worth a combined $94.8M — up 6.1% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NC positions and 2 closed out — a net gain of 5 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Prescott Group Capital Management, adding an estimated $3.08M. The largest seller was Magnolia Group, exiting entirely with an estimated $8.16M sold.

  • 49 institutional investors held NACCO Industries (NC) as of Q1 2022, up from 44 in Q4 2021.
  • Funds reported $94.8M of NACCO Industries stock for Q1 2022, up 6.1% quarter-over-quarter.
  • 7 funds opened new NACCO Industries positions in Q1 2022 and 2 closed out, a net change of +5 holders.
  • The largest NACCO Industries buyer in Q1 2022 was Prescott Group Capital Management, an estimated $3.08M added.
  • The largest NACCO Industries seller in Q1 2022 was Magnolia Group, an estimated $8.16M sold.

Based on aggregated 13F filings for Q1 2022.