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NACCO Industries
NC

77 hedge funds and large institutions have $88M invested in NACCO Industries in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

3% more funds holding

Funds holding: 75 → 77 (+2)

0.25% less ownership

Funds ownership: 35.71% → 35.46% (-0.25%)

5% less capital invested

Capital invested by funds: $93M → $88M (-$4.97M)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
23
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$573K
2
Citadel Advisors
Citadel Advisors
Florida
+$245K
3
IA
Inspire Advisors
Idaho
+$224K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$213K
5
Jane Street
Jane Street
New York
+$192K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$875K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$220K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$213K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$157K
5
Renaissance Technologies
Renaissance Technologies
New York
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$16.9M -$157K -3,963 -1%
BlackRock
2
BlackRock
New York
$13.2M -$875K -22,061 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.98M -$7.46K -188 -0.1%
Renaissance Technologies
4
Renaissance Technologies
New York
$7.15M -$135K -3,400 -2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.91M +$213K +5,362 +6%
MA
6
Mudita Advisors
United Kingdom
$3.9M – – –
State Street
7
State Street
Massachusetts
$3.42M +$13.8K +347 +0.4%
BCM
8
Bridgeway Capital Management
Texas
$3.24M +$68.3K +1,722 +2%
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$2.43M – – –
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$1.98M +$30.1K +759 +2%
EF
11
Empowered Funds
Pennsylvania
$1.8M +$68.3K +1,722 +4%
Northern Trust
12
Northern Trust
Illinois
$1.71M -$65.6K -1,653 -4%
American Century Companies
13
American Century Companies
Missouri
$1.68M – – –
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.56M +$21.5K +542 +1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.53M -$27.1K -683 -2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.4M +$2.3K +58 +0.2%
SBH
17
Segall Bryant & Hamill
Illinois
$1.25M – – –
M&T Bank
18
M&T Bank
New York
$906K – – –
PGCM
19
Prescott Group Capital Management
Oklahoma
$848K – – –
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$833K -$3.37K -85 -0.4%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$768K -$39.7K -1,000 -5%
PMAM
22
Penn Mutual Asset Management
Pennsylvania
$741K -$99.2K -2,500 -12%
RC
23
RBF Capital
California
$731K – – –
AA
24
Ancora Advisors
Ohio
$609K +$573K +14,439 New
Citadel Advisors
25
Citadel Advisors
Florida
$555K +$245K +6,182 +88%
1
2 3 4

NC Hedge Fund Activity: Q3 2025 in Review

77 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q3 2025, worth a combined $88M — down 5.3% from $93M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new NC positions and 2 closed out — a net gain of 3 holders — while 20 added to existing stakes and 23 trimmed.

The largest buyer was Ancora Advisors, opening a new position worth an estimated $573K. The largest seller was BlackRock, cutting an estimated $875K.

  • 77 institutional investors held NACCO Industries (NC) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $88M of NACCO Industries stock for Q3 2025, down 5.3% quarter-over-quarter.
  • 5 funds opened new NACCO Industries positions in Q3 2025 and 2 closed out, a net change of +3 holders.
  • The largest NACCO Industries buyer in Q3 2025 was Ancora Advisors, an estimated $573K added.
  • The largest NACCO Industries seller in Q3 2025 was BlackRock, an estimated $875K sold.

Based on aggregated 13F filings for Q3 2025.