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NACCO Industries
NC

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
62
Holders Change
-5
Holders Change %
-7.46%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
27
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$480K
2
BlackRock
BlackRock
New York
+$323K
3
Goldman Sachs
Goldman Sachs
New York
+$311K
4
Renaissance Technologies
Renaissance Technologies
New York
+$308K
5
Morgan Stanley
Morgan Stanley
New York
+$202K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.23M
2
PGCM
Prescott Group Capital Management
Oklahoma
-$334K
3
Jane Street
Jane Street
New York
-$332K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$283K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.2M -$238K -8,418 -2%
BlackRock
2
BlackRock
New York
$9.98M +$323K +11,443 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.04M +$90.1K +3,190 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.72M +$308K +10,918 +6%
BCM
5
Bridgeway Capital Management
Texas
$2.57M +$49.2K +1,742 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.43M -$197K -6,975 -8%
State Street
7
State Street
Massachusetts
$2.22M +$21.5K +763 +1%
CFMC
8
Curbstone Financial Management Corp
New Hampshire
$1.63M – – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.31M -$87.8K -3,111 -6%
Northern Trust
10
Northern Trust
Illinois
$1.23M -$11.5K -408 -0.9%
American Century Companies
11
American Century Companies
Missouri
$1.17M +$27.1K +960 +2%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.03M +$31.3K +1,107 +3%
EF
13
Empowered Funds
Pennsylvania
$985K +$49.2K +1,742 +5%
PGCM
14
Prescott Group Capital Management
Oklahoma
$965K -$334K -11,838 -26%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$955K +$536 +19 +0.1%
Millennium Management
16
Millennium Management
New York
$898K +$480K +16,986 +116%
Two Sigma Investments
17
Two Sigma Investments
New York
$681K +$180K +6,362 +36%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$584K +$93.2K +3,300 +19%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$529K +$1.16K +41 +0.2%
RC
20
RBF Capital
California
$512K – – –
Citadel Advisors
21
Citadel Advisors
Florida
$504K +$55.3K +1,957 +12%
Morgan Stanley
22
Morgan Stanley
New York
$486K +$202K +7,152 +72%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$445K +$3.75K +133 +0.9%
N
24
Nuveen
North Carolina
$374K – – –
JIC
25
Johnson Investment Counsel
Ohio
$361K – – –
1
2 3

NC Hedge Fund Activity: Q3 2024 in Review

62 of the 6,965 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.