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NACCO Industries
NC

56 hedge funds and large institutions have $126M invested in NACCO Industries in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $102M → $126M (+$23.3M)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0.55% less ownership

Funds ownership: 46.82% → 46.26% (-0.55%)

10% less funds holding

Funds holding: 62 → 56 (-6)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
56
Holders Change
-6
Holders Change %
-9.68%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
20
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$1.13M
2
BlackRock
BlackRock
New York
+$1.02M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$637K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$612K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$202K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$1.73M
2
LSV Asset Management
LSV Asset Management
Illinois
-$615K
3
MP
McDonald Partners
Ohio
-$425K
4
Two Sigma Investments
Two Sigma Investments
New York
-$403K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$290K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$31.9M +$5.89K +135 +0%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$20.5M -$127K -2,920 -0.7%
BlackRock
3
BlackRock
New York
$13.4M +$1.02M +23,422 +9%
Renaissance Technologies
4
Renaissance Technologies
New York
$10.5M -$1.73M -39,600 -15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.01M -$33.7K -773 -0.4%
PGCM
6
Prescott Group Capital Management
Oklahoma
$5.56M -$140K -3,199 -3%
BCM
7
Bridgeway Capital Management
Texas
$3.99M +$52.4K +1,200 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.25M +$120K +2,747 +4%
State Street
9
State Street
Massachusetts
$3.21M -$79.5K -1,821 -3%
LSV Asset Management
10
LSV Asset Management
Illinois
$2.79M -$615K -14,100 -19%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$2.48M +$637K +14,589 +38%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.19M +$202K +4,638 +11%
Northern Trust
13
Northern Trust
Illinois
$2.01M +$21.6K +496 +1%
UBS Group
14
UBS Group
Switzerland
$1.57M -$8.94K -205 -0.6%
Invesco
15
Invesco
Georgia
$1.56M -$106K -2,420 -7%
AQR Capital Management
16
AQR Capital Management
Connecticut
$1.49M +$1.13M +25,888 +443%
American Century Companies
17
American Century Companies
Missouri
$1.38M +$198K +4,547 +18%
CFMC
18
Curbstone Financial Management Corp
New Hampshire
$1.21M – – –
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$940K +$107K +2,462 +14%
RC
20
RBF Capital
California
$850K – – –
Two Sigma Advisers
21
Two Sigma Advisers
New York
$843K -$244K -5,600 -24%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$660K +$612K +14,024 New
JIC
23
Johnson Investment Counsel
Ohio
$645K – – –
N
24
Nuveen
North Carolina
$586K – – –
PAM
25
Panagora Asset Management
Massachusetts
$575K -$139K -3,190 -21%
1
2 3

NC Hedge Fund Activity: Q3 2022 in Review

56 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2022, worth a combined $126M — up 23% from $102M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of NC and 3 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was AQR Capital Management, adding an estimated $1.13M. The largest seller was Renaissance Technologies, cutting an estimated $1.73M.

  • 56 institutional investors held NACCO Industries (NC) as of Q3 2022, down from 62 in Q2 2022.
  • Funds reported $126M of NACCO Industries stock for Q3 2022, up 23% quarter-over-quarter.
  • 3 funds opened new NACCO Industries positions in Q3 2022 and 8 closed out, a net change of -5 holders.
  • The largest NACCO Industries buyer in Q3 2022 was AQR Capital Management, an estimated $1.13M added.
  • The largest NACCO Industries seller in Q3 2022 was Renaissance Technologies, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2022.