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NACCO Industries
NC

61 hedge funds and large institutions have $92.5M invested in NACCO Industries in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

4% more capital invested

Capital invested by funds: $89.3M → $92.5M (+$3.18M)

0.07% less ownership

Funds ownership: 42.72% → 42.66% (-0.07%)

6% less funds holding

Funds holding: 65 → 61 (-4)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
21
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$819K
2
Morgan Stanley
Morgan Stanley
New York
+$645K
3
Two Sigma Investments
Two Sigma Investments
New York
+$422K
4
Barclays
Barclays
United Kingdom
+$176K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$140K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.16M
2
PGCM
Prescott Group Capital Management
Oklahoma
-$913K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$108K
4
Victory Capital Management
Victory Capital Management
Texas
-$103K
5
LSV Asset Management
LSV Asset Management
Illinois
-$96.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.1M -$2.16M -61,724 -12%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.9M -$9.04K -258 -0.1%
BlackRock
3
BlackRock
New York
$11.3M +$819K +23,368 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.61M +$135K +3,847 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M +$94.6K +2,700 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.16M +$132K +3,772 +5%
BCM
7
Bridgeway Capital Management
Texas
$3.08M +$87.5K +2,496 +3%
State Street
8
State Street
Massachusetts
$2.84M +$91.2K +2,602 +3%
PGCM
9
Prescott Group Capital Management
Oklahoma
$2.3M -$913K -26,045 -29%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$2.1M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.88M -$108K -3,088 -6%
Northern Trust
12
Northern Trust
Illinois
$1.86M +$15K +427 +0.8%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.61M -$76.2K -2,174 -5%
UBS Group
14
UBS Group
Switzerland
$1.58M +$95.1K +2,715 +7%
American Century Companies
15
American Century Companies
Missouri
$1.47M -$8.34K -238 -0.6%
LSV Asset Management
16
LSV Asset Management
Illinois
$1.46M -$96.6K -2,758 -6%
EF
17
Empowered Funds
Pennsylvania
$1.04M +$87.5K +2,496 +10%
Morgan Stanley
18
Morgan Stanley
New York
$1.01M +$645K +18,419 +199%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$764K -$2.52K -72 -0.3%
RC
20
RBF Capital
California
$659K – – –
Millennium Management
21
Millennium Management
New York
$605K -$10.5K -300 -2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$568K – – –
N
23
Nuveen
North Carolina
$482K +$7.78K +222 +2%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$478K – – –
Invesco
25
Invesco
Georgia
$472K +$103K +2,927 +29%
1
2 3

NC Hedge Fund Activity: Q4 2023 in Review

61 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2023, worth a combined $92.5M — up 3.6% 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 20 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 $92.5M of NACCO Industries stock for Q4 2023, up 3.6% 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.