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NACCO Industries

75 hedge funds and large institutions have $93M invested in NACCO Industries in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

32% more capital invested

Capital invested by funds: $70.5M → $93M (+$22.5M)

10% more funds holding

Funds holding: 6875 (+7)

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

0.12% more ownership

Funds ownership: 35.6%35.71% (+0.12%)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
22
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
$17.9M -$183K -5,058 -1%
BlackRock
2
BlackRock
New York
$14.9M -$521K -14,376 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.44M -$7.5K -207 -0.1%
Renaissance Technologies
4
Renaissance Technologies
New York
$7.66M -$127K -3,500 -2%
MA
5
Mudita Advisors
United Kingdom
$4.1M +$226K +6,239 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.88M +$3.08K +85 +0.1%
State Street
7
State Street
Massachusetts
$3.57M +$362 +10 +0%
BCM
8
Bridgeway Capital Management
Texas
$3.33M +$147K +4,050 +6%
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$2.55M
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$2.05M -$844K -23,291 -33%
Northern Trust
11
Northern Trust
Illinois
$1.87M -$37.2K -1,027 -2%
EF
12
Empowered Funds
Pennsylvania
$1.82M +$76.2K +2,103 +5%
American Century Companies
13
American Century Companies
Missouri
$1.77M -$13.8K -380 -0.9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.63M +$33.1K +914 +3%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1.62M +$21K +578 +2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.47M +$1.89K +52 +0.2%
SBH
17
Segall Bryant & Hamill
Illinois
$1.32M +$1.08M +29,740 New
M&T Bank
18
M&T Bank
New York
$953K +$779K +21,500 New
PGCM
19
Prescott Group Capital Management
Oklahoma
$891K
PMAM
20
Penn Mutual Asset Management
Pennsylvania
$890K +$149K +4,118 +26%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$880K +$28.1K +774 +4%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$851K -$54.4K -1,500 -7%
RC
23
RBF Capital
California
$768K
Two Sigma Investments
24
Two Sigma Investments
New York
$687K -$72.3K -1,995 -11%
Morgan Stanley
25
Morgan Stanley
New York
$566K +$28.4K +783 +7%

NC Hedge Fund Activity: Q2 2025 in Review

75 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q2 2025, worth a combined $93M — up 32% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NC positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 22 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $1.08M. The largest seller was PNC Financial Services Group, cutting an estimated $844K.

  • 75 institutional investors held NACCO Industries (NC) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $93M of NACCO Industries stock for Q2 2025, up 32% quarter-over-quarter.
  • 10 funds opened new NACCO Industries positions in Q2 2025 and 3 closed out, a net change of +7 holders.
  • The largest NACCO Industries buyer in Q2 2025 was Segall Bryant & Hamill, an estimated $1.08M added.
  • The largest NACCO Industries seller in Q2 2025 was PNC Financial Services Group, an estimated $844K sold.

Based on aggregated 13F filings for Q2 2025.