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NACCO Industries

68 hedge funds and large institutions have $70.5M invested in NACCO Industries in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

17% more capital invested

Capital invested by funds: $60.1M → $70.5M (+$10.4M)

8% more funds holding

Funds holding: 6368 (+5)

0.42% more ownership

Funds ownership: 35.18%35.6% (+0.42%)

55% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 29

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
29
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.8M -$286K -8,879 -2%
BlackRock
2
BlackRock
New York
$11.8M +$57.4K +1,779 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.2M -$13K -403 -0.2%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.95M -$161K -5,000 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.95M +$24.4K +756 +0.9%
MA
6
Mudita Advisors
United Kingdom
$2.91M +$2.78M +86,281 New
State Street
7
State Street
Massachusetts
$2.72M -$40K -1,240 -2%
BCM
8
Bridgeway Capital Management
Texas
$2.4M -$28.1K -872 -1%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$2.35M +$1.74M +53,873 +344%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$1.94M
Northern Trust
11
Northern Trust
Illinois
$1.46M -$12.4K -383 -0.9%
American Century Companies
12
American Century Companies
Missouri
$1.36M -$24.1K -747 -2%
EF
13
Empowered Funds
Pennsylvania
$1.31M +$81.5K +2,528 +7%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.21M -$10.4K -324 -0.9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.21M -$43K -1,334 -4%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$20.2K -626 -2%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$699K -$19.4K -600 -3%
PGCM
18
Prescott Group Capital Management
Oklahoma
$678K -$197K -6,098 -23%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$644K
Two Sigma Investments
20
Two Sigma Investments
New York
$590K -$40.5K -1,255 -7%
RC
21
RBF Capital
California
$585K
PMAM
22
Penn Mutual Asset Management
Pennsylvania
$538K +$78.2K +2,425 +18%
N
23
Nuveen
North Carolina
$445K
JIC
24
Johnson Investment Counsel
Ohio
$430K
Morgan Stanley
25
Morgan Stanley
New York
$404K -$167K -5,193 -30%

NC Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2025, worth a combined $70.5M — up 17% from $60.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NC positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 29 trimmed.

The largest buyer was Mudita Advisors, opening a new position worth an estimated $2.78M. The largest seller was GSA Capital Partners, exiting entirely with an estimated $478K sold.

  • 68 institutional investors held NACCO Industries (NC) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $70.5M of NACCO Industries stock for Q1 2025, up 17% quarter-over-quarter.
  • 7 funds opened new NACCO Industries positions in Q1 2025 and 2 closed out, a net change of +5 holders.
  • The largest NACCO Industries buyer in Q1 2025 was Mudita Advisors, an estimated $2.78M added.
  • The largest NACCO Industries seller in Q1 2025 was GSA Capital Partners, an estimated $478K sold.

Based on aggregated 13F filings for Q1 2025.