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NACCO Industries
NC

62 hedge funds and large institutions have $102M invested in NACCO Industries in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

27% more funds holding

Funds holding: 49 → 62 (+13)

8% more capital invested

Capital invested by funds: $94.8M → $102M (+$7.43M)

3.82% more ownership

Funds ownership: 43% → 46.82% (+3.8%)

Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
22
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.53M
2
State Street
State Street
Massachusetts
+$2.38M
3
Invesco
Invesco
Georgia
+$1.7M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.47M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$777K
3
Millennium Management
Millennium Management
New York
-$505K
4
Two Sigma Investments
Two Sigma Investments
New York
-$485K
5
CC
Corton Capital
Ontario, Canada
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.7M -$7.69M -161,087 -19%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.6M +$331K +6,946 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$9.99M +$4.87K +102 +0%
BlackRock
4
BlackRock
New York
$9.9M +$8.53M +178,897 +217%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.29M +$638K +13,365 +7%
PGCM
6
Prescott Group Capital Management
Oklahoma
$4.6M -$64.2K -1,345 -1%
BCM
7
Bridgeway Capital Management
Texas
$3.17M +$1.06M +22,213 +36%
LSV Asset Management
8
LSV Asset Management
Illinois
$2.79M +$165K +3,454 +5%
State Street
9
State Street
Massachusetts
$2.65M +$2.38M +49,991 +249%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.52M +$1.47M +30,833 +87%
Northern Trust
11
Northern Trust
Illinois
$1.6M +$1.25M +26,256 +165%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.59M +$548K +11,495 +38%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.45M +$1.3M +27,186 +245%
Invesco
14
Invesco
Georgia
$1.35M +$1.7M +35,550 New
UBS Group
15
UBS Group
Switzerland
$1.27M +$159K +3,331 +11%
CFMC
16
Curbstone Financial Management Corp
New Hampshire
$977K – – –
American Century Companies
17
American Century Companies
Missouri
$943K +$348K +7,302 +42%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$891K +$129K +2,700 +13%
RC
19
RBF Capital
California
$685K – – –
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$664K +$315K +6,613 +61%
PAM
21
Panagora Asset Management
Massachusetts
$584K +$735K +15,406 New
JIC
22
Johnson Investment Counsel
Ohio
$520K – – –
N
23
Nuveen
North Carolina
$473K +$595K +12,468 New
MP
24
McDonald Partners
Ohio
$425K -$291K -6,100 -35%
Charles Schwab
25
Charles Schwab
California
$413K +$519K +10,871 New
1
2 3

NC Hedge Fund Activity: Q2 2022 in Review

62 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2022, worth a combined $102M — up 7.8% from $94.8M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NC positions and 4 closed out — a net gain of 13 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was BlackRock, adding an estimated $8.53M. The largest seller was Fidelity Investments, cutting an estimated $7.69M.

  • 62 institutional investors held NACCO Industries (NC) as of Q2 2022, up from 49 in Q1 2022.
  • Funds reported $102M of NACCO Industries stock for Q2 2022, up 7.8% quarter-over-quarter.
  • 17 funds opened new NACCO Industries positions in Q2 2022 and 4 closed out, a net change of +13 holders.
  • The largest NACCO Industries buyer in Q2 2022 was BlackRock, an estimated $8.53M added.
  • The largest NACCO Industries seller in Q2 2022 was Fidelity Investments, an estimated $7.69M sold.

Based on aggregated 13F filings for Q2 2022.