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NACCO Industries
NC

59 hedge funds and large institutions have $79.7M invested in NACCO Industries in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

5% more funds holding

Funds holding: 56 → 59 (+3)

2.3% less ownership

Funds ownership: 46.26% → 43.96% (-2.3%)

37% less capital invested

Capital invested by funds: $126M → $79.7M (-$45.8M)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$731K
2
Citadel Advisors
Citadel Advisors
Florida
+$667K
3
Jane Street
Jane Street
New York
+$568K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$501K
5
American Century Companies
American Century Companies
Missouri
+$346K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.24M
2
Invesco
Invesco
Georgia
-$1.22M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$581K
4
Renaissance Technologies
Renaissance Technologies
New York
-$479K
5
LSV Asset Management
LSV Asset Management
Illinois
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$20.7M -$6.24M -132,682 -20%
BlackRock
2
BlackRock
New York
$10.9M +$165K +3,501 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.12M -$479K -10,199 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.32M +$47.8K +1,016 +0.5%
PGCM
5
Prescott Group Capital Management
Oklahoma
$4.33M -$203K -4,312 -4%
BCM
6
Bridgeway Capital Management
Texas
$3.23M – – –
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.66M +$35.7K +760 +1%
State Street
8
State Street
Massachusetts
$2.64M +$65.1K +1,385 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.18M +$501K +10,662 +23%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$1.97M -$44.2K -940 -2%
LSV Asset Management
11
LSV Asset Management
Illinois
$1.88M -$464K -9,865 -17%
Northern Trust
12
Northern Trust
Illinois
$1.59M -$35.5K -755 -2%
American Century Companies
13
American Century Companies
Missouri
$1.4M +$346K +7,351 +25%
UBS Group
14
UBS Group
Switzerland
$1.35M +$102K +2,180 +7%
CFMC
15
Curbstone Financial Management Corp
New Hampshire
$979K – – –
Connor, Clark & Lunn Investment Management (CC&L)
16
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$761K +$1.69K +36 +0.2%
AQR Capital Management
17
AQR Capital Management
Connecticut
$737K -$581K -12,351 -39%
RC
18
RBF Capital
California
$687K – – –
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$591K +$731K +15,550 New
Citadel Advisors
20
Citadel Advisors
Florida
$539K +$667K +14,186 New
Two Sigma Advisers
21
Two Sigma Advisers
New York
$533K -$183K -3,900 -22%
JIC
22
Johnson Investment Counsel
Ohio
$484K -$45.8K -975 -7%
N
23
Nuveen
North Carolina
$474K – – –
Jane Street
24
Jane Street
New York
$459K +$568K +12,077 New
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$433K -$123K -2,625 -19%
1
2 3

NC Hedge Fund Activity: Q4 2022 in Review

59 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2022, worth a combined $79.7M — down 37% from $126M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NC positions and 2 closed out — a net gain of 3 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was PNC Financial Services Group, opening a new position worth an estimated $731K. The largest seller was Fidelity Investments, cutting an estimated $6.24M.

  • 59 institutional investors held NACCO Industries (NC) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $79.7M of NACCO Industries stock for Q4 2022, down 37% quarter-over-quarter.
  • 5 funds opened new NACCO Industries positions in Q4 2022 and 2 closed out, a net change of +3 holders.
  • The largest NACCO Industries buyer in Q4 2022 was PNC Financial Services Group, an estimated $731K added.
  • The largest NACCO Industries seller in Q4 2022 was Fidelity Investments, an estimated $6.24M sold.

Based on aggregated 13F filings for Q4 2022.