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NACCO Industries
NC

67 hedge funds and large institutions have $60.3M invested in NACCO Industries in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

14% more funds holding

Funds holding: 59 → 67 (+8)

3.13% less ownership

Funds ownership: 40.12% → 36.99% (-3.1%)

16% less capital invested

Capital invested by funds: $71.4M → $60.3M (-$11.1M)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
67
Holders Change
+8
Holders Change %
+13.56%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
21
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$1.19M
2
Millennium Management
Millennium Management
New York
+$446K
3
Jane Street
Jane Street
New York
+$365K
4
FIA
FNY Investment Advisers
New York
+$235K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$78.1K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.14M
2
LSV Asset Management
LSV Asset Management
Illinois
-$771K
3
PGCM
Prescott Group Capital Management
Oklahoma
-$521K
4
Invesco
Invesco
Georgia
-$438K
5
Renaissance Technologies
Renaissance Technologies
New York
-$264K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.1M -$245K -8,072 -2%
BlackRock
2
BlackRock
New York
$9.42M +$1.19M +39,014 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.81M -$2.34K -77 -0%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.29M -$264K -8,700 -4%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$4.16M -$5.14M -169,231 -53%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.57M +$78.1K +2,571 +3%
BCM
7
Bridgeway Capital Management
Texas
$2.46M +$71.1K +2,340 +3%
State Street
8
State Street
Massachusetts
$2.14M -$70K -2,305 -3%
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$1.59M – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.36M -$23.3K -766 -2%
PGCM
11
Prescott Group Capital Management
Oklahoma
$1.27M -$521K -17,149 -27%
Northern Trust
12
Northern Trust
Illinois
$1.21M -$57.1K -1,880 -4%
American Century Companies
13
American Century Companies
Missouri
$1.12M – – –
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$974K -$155K -5,107 -13%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$932K +$1.67K +55 +0.2%
EF
16
Empowered Funds
Pennsylvania
$913K +$71.1K +2,340 +8%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$515K -$27.3K -899 -5%
RC
18
RBF Capital
California
$500K – – –
Two Sigma Investments
19
Two Sigma Investments
New York
$488K +$33.4K +1,100 +7%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$479K +$69.9K +2,300 +15%
Citadel Advisors
21
Citadel Advisors
Florida
$438K +$35.8K +1,180 +8%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$430K – – –
Millennium Management
23
Millennium Management
New York
$406K +$446K +14,682 New
N
24
Nuveen
North Carolina
$365K – – –
JIC
25
Johnson Investment Counsel
Ohio
$353K – – –
1
2 3

NC Hedge Fund Activity: Q2 2024 in Review

67 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2024, worth a combined $60.3M — down 16% from $71.4M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NC positions and 3 closed out — a net gain of 8 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, adding an estimated $1.19M. The largest seller was Fidelity Investments, cutting an estimated $5.14M.

  • 67 institutional investors held NACCO Industries (NC) as of Q2 2024, up from 59 in Q1 2024.
  • Funds reported $60.3M of NACCO Industries stock for Q2 2024, down 16% quarter-over-quarter.
  • 11 funds opened new NACCO Industries positions in Q2 2024 and 3 closed out, a net change of +8 holders.
  • The largest NACCO Industries buyer in Q2 2024 was BlackRock, an estimated $1.19M added.
  • The largest NACCO Industries seller in Q2 2024 was Fidelity Investments, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2024.