NACCO Industries
62 hedge funds and large institutions have $58.2M invested in NACCO Industries in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 9 closing their positions.
145% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 11
3% less capital invested
Capital invested by funds: $60.3M → $58.2M (-$2.09M)
1.54% less ownership
Funds ownership: 36.99% → 35.45% (-1.5%)
7% less funds holding
Funds holding: 67 → 62 (-5)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$480K |
| 2 |
BlackRock
New York
|
+$323K |
| 3 |
Goldman Sachs
New York
|
+$311K |
| 4 |
Renaissance Technologies
New York
|
+$308K |
| 5 |
Morgan Stanley
New York
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.23M |
| 2 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
-$334K |
| 3 |
Jane Street
New York
|
-$332K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$283K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$238K |
NC Hedge Fund Activity: Q3 2024 in Review
62 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2024, worth a combined $58.2M — down 3.5% from $60.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of NC and 4 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 27 added.
The largest buyer was Millennium Management, adding an estimated $480K. The largest seller was Fidelity Investments, cutting an estimated $4.23M.
- 62 institutional investors held NACCO Industries (NC) as of Q3 2024, down from 67 in Q2 2024.
- Funds reported $58.2M of NACCO Industries stock for Q3 2024, down 3.5% quarter-over-quarter.
- 4 funds opened new NACCO Industries positions in Q3 2024 and 9 closed out, a net change of -5 holders.
- The largest NACCO Industries buyer in Q3 2024 was Millennium Management, an estimated $480K added.
- The largest NACCO Industries seller in Q3 2024 was Fidelity Investments, an estimated $4.23M sold.
Based on aggregated 13F filings for Q3 2024.