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NACCO Industries
NC

59 hedge funds and large institutions have $71.4M invested in NACCO Industries in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

2.54% less ownership

Funds ownership: 42.66% → 40.12% (-2.5%)

3% less funds holding

Funds holding: 61 → 59 (-2)

23% less capital invested

Capital invested by funds: $92.5M → $71.4M (-$21.1M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.14M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$347K
3
Citadel Advisors
Citadel Advisors
Florida
+$229K
4
Renaissance Technologies
Renaissance Technologies
New York
+$159K
5
Two Sigma Investments
Two Sigma Investments
New York
+$152K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.13M
2
UBS Group
UBS Group
Switzerland
-$1.25M
3
Millennium Management
Millennium Management
New York
-$605K
4
Morgan Stanley
Morgan Stanley
New York
-$555K
5
LSV Asset Management
LSV Asset Management
Illinois
-$439K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.5M +$347K +10,241 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$9.65M -$4.13M -122,082 -28%
BlackRock
3
BlackRock
New York
$9.1M -$293K -8,642 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.34M +$52.9K +1,561 +0.7%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.03M +$159K +4,700 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.73M +$123K +3,630 +4%
BCM
7
Bridgeway Capital Management
Texas
$2.62M +$77K +2,275 +3%
State Street
8
State Street
Massachusetts
$2.41M +$67.4K +1,990 +3%
PGCM
9
Prescott Group Capital Management
Oklahoma
$1.9M – – –
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$1.74M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.51M -$56.9K -1,680 -3%
Northern Trust
12
Northern Trust
Illinois
$1.38M -$180K -5,312 -10%
American Century Companies
13
American Century Companies
Missouri
$1.22M – – –
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.22M -$129K -3,812 -9%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.01M +$1.14M +33,615 New
EF
16
Empowered Funds
Pennsylvania
$926K +$77K +2,275 +8%
LSV Asset Management
17
LSV Asset Management
Illinois
$813K -$439K -12,961 -33%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$589K -$48.5K -1,432 -7%
RC
19
RBF Capital
California
$546K – – –
Two Sigma Investments
20
Two Sigma Investments
New York
$500K +$152K +4,500 +37%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$470K – – –
Two Sigma Advisers
22
Two Sigma Advisers
New York
$453K +$132K +3,900 +35%
Citadel Advisors
23
Citadel Advisors
Florida
$442K +$229K +6,761 +86%
Invesco
24
Invesco
Georgia
$438K +$52.8K +1,559 +12%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$420K +$27.1K +800 +6%
1
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NC Hedge Fund Activity: Q1 2024 in Review

59 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2024, worth a combined $71.4M — down 23% from $92.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of NC and 4 opened new positions — a net loss of 2 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $1.14M. The largest seller was Fidelity Investments, cutting an estimated $4.13M.

  • 59 institutional investors held NACCO Industries (NC) as of Q1 2024, down from 61 in Q4 2023.
  • Funds reported $71.4M of NACCO Industries stock for Q1 2024, down 23% quarter-over-quarter.
  • 4 funds opened new NACCO Industries positions in Q1 2024 and 6 closed out, a net change of -2 holders.
  • The largest NACCO Industries buyer in Q1 2024 was Carson Wealth (CWM LLC), an estimated $1.14M added.
  • The largest NACCO Industries seller in Q1 2024 was Fidelity Investments, an estimated $4.13M sold.

Based on aggregated 13F filings for Q1 2024.