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NACCO Industries
NC

64 hedge funds and large institutions have $88.9M invested in NACCO Industries in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 63 → 64 (+1)

0% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 22

7.26% less ownership

Funds ownership: 50.35% → 43.09% (-7.3%)

18% less capital invested

Capital invested by funds: $108M → $88.9M (-$19.1M)

Holders
64
Holders Change
+1
Holders Change %
+1.59%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
+$814K
2
BlackRock
BlackRock
New York
+$324K
3
Squarepoint
Squarepoint
New York
+$299K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$249K
5
State Street
State Street
Massachusetts
+$136K

Top Sellers

Rank Fund Capital Flow
1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$16.1M
2
Jane Street
Jane Street
New York
-$290K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$199K
4
PGCM
Prescott Group Capital Management
Oklahoma
-$198K
5
Renaissance Technologies
Renaissance Technologies
New York
-$161K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$17.4M +$56.1K +1,641 +0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.2M -$199K -5,822 -1%
BlackRock
3
BlackRock
New York
$10.2M +$324K +9,478 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7M -$18K -528 -0.3%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.78M -$161K -4,700 -2%
PGCM
6
Prescott Group Capital Management
Oklahoma
$3.37M -$198K -5,801 -6%
BCM
7
Bridgeway Capital Management
Texas
$2.85M -$143K -4,183 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.84M +$249K +7,278 +10%
State Street
9
State Street
Massachusetts
$2.58M +$136K +3,988 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.88M -$1.98K -58 -0.1%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$1.62M -$111K -3,261 -7%
Northern Trust
12
Northern Trust
Illinois
$1.58M +$96.8K +2,831 +7%
LSV Asset Management
13
LSV Asset Management
Illinois
$1.48M -$108K -3,151 -7%
American Century Companies
14
American Century Companies
Missouri
$1.41M +$28.7K +840 +2%
UBS Group
15
UBS Group
Switzerland
$1.37M +$95.4K +2,791 +8%
CFMC
16
Curbstone Financial Management Corp
New Hampshire
$893K – – –
EST
17
EA Series Trust
Pennsylvania
$826K +$814K +23,821 New
EF
18
Empowered Funds
Pennsylvania
$826K +$814K +23,821 New
Millennium Management
19
Millennium Management
New York
$817K -$48K -1,403 -6%
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$728K +$21.3K +622 +3%
RC
21
RBF Capital
California
$626K – – –
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$539K -$16.1M -472,028 -97%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$502K -$79K -2,312 -14%
N
24
Nuveen
North Carolina
$450K +$24.8K +726 +6%
JIC
25
Johnson Investment Counsel
Ohio
$442K – – –
1
2 3

NC Hedge Fund Activity: Q2 2023 in Review

64 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2023, worth a combined $88.9M — down 18% from $108M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new NC positions and 5 closed out — a net gain of 1 holder — while 22 added to existing stakes and 22 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $814K. The largest seller was PNC Financial Services Group, cutting an estimated $16.1M.

  • 64 institutional investors held NACCO Industries (NC) as of Q2 2023, up from 63 in Q1 2023.
  • Funds reported $88.9M of NACCO Industries stock for Q2 2023, down 18% quarter-over-quarter.
  • 6 funds opened new NACCO Industries positions in Q2 2023 and 5 closed out, a net change of +1 holder.
  • The largest NACCO Industries buyer in Q2 2023 was Empowered Funds, an estimated $814K added.
  • The largest NACCO Industries seller in Q2 2023 was PNC Financial Services Group, an estimated $16.1M sold.

Based on aggregated 13F filings for Q2 2023.