NACCO Industries
63 hedge funds and large institutions have $108M invested in NACCO Industries in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 16
35% more capital invested
Capital invested by funds: $79.7M → $108M (+$28.2M)
14.03% more ownership
Funds ownership: 36.32% → 50.35% (+14%)
9% more funds holding
Funds holding: 58 → 63 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$17.7M |
| 2 |
Millennium Management
New York
|
+$936K |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
+$435K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$370K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$365K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.64M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$737K |
| 3 |
Renaissance Technologies
New York
|
-$499K |
| 4 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$414K |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$295K |
NC Hedge Fund Activity: Q1 2023 in Review
63 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2023, worth a combined $108M — up 35% from $79.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NC positions and 3 closed out — a net gain of 5 holders — while 24 added to existing stakes and 16 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $17.7M. The largest seller was Fidelity Investments, cutting an estimated $1.64M.
- 63 institutional investors held NACCO Industries (NC) as of Q1 2023, up from 58 in Q4 2022.
- Funds reported $108M of NACCO Industries stock for Q1 2023, up 35% quarter-over-quarter.
- 8 funds opened new NACCO Industries positions in Q1 2023 and 3 closed out, a net change of +5 holders.
- The largest NACCO Industries buyer in Q1 2023 was PNC Financial Services Group, an estimated $17.7M added.
- The largest NACCO Industries seller in Q1 2023 was Fidelity Investments, an estimated $1.64M sold.
Based on aggregated 13F filings for Q1 2023.