We are live on ! Find out more
NC icon

NACCO Industries
NC

65 hedge funds and large institutions have $89.3M invested in NACCO Industries in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more funds holding

Funds holding: 64 → 65 (+1)

0% more capital invested

Capital invested by funds: $88.9M → $89.3M (+$443K)

0.36% less ownership

Funds ownership: 43.09% → 42.72% (-0.36%)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
21
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFMC
Curbstone Financial Management Corp
New Hampshire
+$1.08M
2
Northern Trust
Northern Trust
Illinois
+$165K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$94.2K
4
GCP
GSA Capital Partners
United Kingdom
+$77.6K
5
EF
Empowered Funds
Pennsylvania
+$69.8K

Top Sellers

Rank Fund Capital Flow
1
PGCM
Prescott Group Capital Management
Oklahoma
-$272K
2
BlackRock
BlackRock
New York
-$245K
3
Millennium Management
Millennium Management
New York
-$227K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$196K
5
Renaissance Technologies
Renaissance Technologies
New York
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$17.7M +$12K +352 +0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.3M -$60.6K -1,783 -0.4%
BlackRock
3
BlackRock
New York
$10.1M -$245K -7,204 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.18M +$94.2K +2,769 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.75M -$116K -3,400 -2%
PGCM
6
Prescott Group Capital Management
Oklahoma
$3.12M -$272K -8,000 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.91M +$29.4K +865 +1%
BCM
8
Bridgeway Capital Management
Texas
$2.87M -$12.6K -370 -0.4%
State Street
9
State Street
Massachusetts
$2.64M +$30.9K +908 +1%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$2.02M +$1.08M +31,766 +123%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.92M +$12.3K +361 +0.7%
Northern Trust
12
Northern Trust
Illinois
$1.77M +$165K +4,842 +11%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.62M -$16.5K -484 -1%
LSV Asset Management
14
LSV Asset Management
Illinois
$1.5M – – –
American Century Companies
15
American Century Companies
Missouri
$1.42M -$7.17K -211 -0.5%
UBS Group
16
UBS Group
Switzerland
$1.42M +$28.7K +845 +2%
EF
17
Empowered Funds
Pennsylvania
$907K +$69.8K +2,054 +9%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$737K – – –
RC
19
RBF Capital
California
$634K – – –
Millennium Management
20
Millennium Management
New York
$592K -$227K -6,675 -28%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$545K – – –
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$459K +$51K +1,500 +13%
N
23
Nuveen
North Carolina
$455K – – –
JIC
24
Johnson Investment Counsel
Ohio
$447K – – –
GCP
25
GSA Capital Partners
United Kingdom
$423K +$77.6K +2,282 +23%
1
2 3

NC Hedge Fund Activity: Q3 2023 in Review

65 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2023, worth a combined $89.3M — up 0.5% from $88.9M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new NC positions and 0 closed out — a net gain of 2 holders — while 20 added to existing stakes and 21 trimmed.

The largest buyer was Curbstone Financial Management Corp, adding an estimated $1.08M. The largest seller was Prescott Group Capital Management, cutting an estimated $272K.

  • 65 institutional investors held NACCO Industries (NC) as of Q3 2023, up from 64 in Q2 2023.
  • Funds reported $89.3M of NACCO Industries stock for Q3 2023, up 0.5% quarter-over-quarter.
  • 2 funds opened new NACCO Industries positions in Q3 2023 and 0 closed out, a net change of +2 holders.
  • The largest NACCO Industries buyer in Q3 2023 was Curbstone Financial Management Corp, an estimated $1.08M added.
  • The largest NACCO Industries seller in Q3 2023 was Prescott Group Capital Management, an estimated $272K sold.

Based on aggregated 13F filings for Q3 2023.