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NACCO Industries

63 hedge funds and large institutions have $60.1M invested in NACCO Industries in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

56% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 16

2% more funds holding

Funds holding: 6263 (+1)

3% more capital invested

Capital invested by funds: $58.2M → $60.1M (+$1.93M)

0.28% less ownership

Funds ownership: 35.45%35.18% (-0.28%)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
25
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$12.5M -$364K -12,274 -3%
BlackRock
2
BlackRock
New York
$10.4M -$97.4K -3,283 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.37M +$16.9K +569 +0.3%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.41M -$608K -20,518 -10%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.58M +$23.2K +783 +0.9%
State Street
6
State Street
Massachusetts
$2.44M +$108K +3,635 +5%
BCM
7
Bridgeway Capital Management
Texas
$2.15M -$554K -18,684 -21%
CFMC
8
Curbstone Financial Management Corp
New Hampshire
$1.72M
Northern Trust
9
Northern Trust
Illinois
$1.3M +$7.98K +269 +0.6%
American Century Companies
10
American Century Companies
Missouri
$1.22M -$8.9K -300 -0.7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.11M -$260K -8,767 -19%
EF
12
Empowered Funds
Pennsylvania
$1.09M +$50.9K +1,716 +5%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.08M
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$1.01M +$2.31K +78 +0.2%
PGCM
15
Prescott Group Capital Management
Oklahoma
$781K -$233K -7,849 -23%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$636K +$20.8K +700 +3%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$569K +$12.6K +424 +2%
Millennium Management
18
Millennium Management
New York
$567K -$375K -12,647 -40%
Two Sigma Investments
19
Two Sigma Investments
New York
$559K -$156K -5,260 -22%
RC
20
RBF Capital
California
$517K -$21.9K -738 -4%
Morgan Stanley
21
Morgan Stanley
New York
$512K +$1.13K +38 +0.2%
JP Morgan Chase
22
JP Morgan Chase
New York
$487K +$239K +8,062 +98%
GCP
23
GSA Capital Partners
United Kingdom
$478K +$475K +16,017 New
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$468K
Goldman Sachs
25
Goldman Sachs
New York
$411K +$81.7K +2,754 +25%

NC Hedge Fund Activity: Q4 2024 in Review

63 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2024, worth a combined $60.1M — up 3.3% from $58.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NC positions and 3 closed out — a net gain of 2 holders — while 25 added to existing stakes and 16 trimmed.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $475K. The largest seller was Renaissance Technologies, cutting an estimated $608K.

  • 63 institutional investors held NACCO Industries (NC) as of Q4 2024, up from 62 in Q3 2024.
  • Funds reported $60.1M of NACCO Industries stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 5 funds opened new NACCO Industries positions in Q4 2024 and 3 closed out, a net change of +2 holders.
  • The largest NACCO Industries buyer in Q4 2024 was GSA Capital Partners, an estimated $475K added.
  • The largest NACCO Industries seller in Q4 2024 was Renaissance Technologies, an estimated $608K sold.

Based on aggregated 13F filings for Q4 2024.