NACCO Industries
61 hedge funds and large institutions have $92M invested in NACCO Industries in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 4 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
3% more capital invested
Capital invested by funds: $89.3M → $92M (+$2.71M)
0.28% less ownership
Funds ownership: 42.71% → 42.42% (-0.28%)
6% less funds holding
Funds holding: 65 → 61 (-4)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$819K |
| 2 |
Two Sigma Investments
New York
|
+$422K |
| 3 |
Barclays
London,
United Kingdom
|
+$176K |
| 4 |
Morgan Stanley
New York
|
+$161K |
| 5 |
Two Sigma Advisers
New York
|
+$140K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.16M |
| 2 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$913K |
| 3 |
Bank of New York Mellon
New York
|
-$108K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$103K |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$96.6K |
NC Hedge Fund Activity: Q4 2023 in Review
61 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2023, worth a combined $92M — up 3% from $89.3M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of NC and 1 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 21 added.
The largest buyer was BlackRock, adding an estimated $819K. The largest seller was Fidelity Investments, cutting an estimated $2.16M.
- 61 institutional investors held NACCO Industries (NC) as of Q4 2023, down from 65 in Q3 2023.
- Funds reported $92M of NACCO Industries stock for Q4 2023, up 3% quarter-over-quarter.
- 1 fund opened new NACCO Industries positions in Q4 2023 and 4 closed out, a net change of -3 holders.
- The largest NACCO Industries buyer in Q4 2023 was BlackRock, an estimated $819K added.
- The largest NACCO Industries seller in Q4 2023 was Fidelity Investments, an estimated $2.16M sold.
Based on aggregated 13F filings for Q4 2023.