We are live on ! Find out more
NC icon

NACCO Industries
NC

87 hedge funds and large institutions have $105M invested in NACCO Industries in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

19% more capital invested

Capital invested by funds: $88M → $105M (+$16.7M)

13% more funds holding

Funds holding: 77 → 87 (+10)

0.77% more ownership

Funds ownership: 35.46% → 36.23% (+0.77%)

Holders
87
Holders Change
+10
Holders Change %
+12.99%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
26
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AA
Ancora Advisors
Ohio
+$1.38M
2
Russell Investments Group
Russell Investments Group
United Kingdom
+$885K
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$499K
4
SO
STRS Ohio
Ohio
+$474K
5
Goldman Sachs
Goldman Sachs
New York
+$425K

Top Sellers

Rank Fund Capital Flow
1
EF
Empowered Funds
Pennsylvania
-$1.8M
2
PMAM
Penn Mutual Asset Management
Pennsylvania
-$741K
3
Renaissance Technologies
Renaissance Technologies
New York
-$405K
4
Citadel Advisors
Citadel Advisors
Florida
-$319K
5
IA
Inspire Advisors
Idaho
-$238K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$19.6M +$4.78K +104 +0%
BlackRock
2
BlackRock
New York
$15.4M +$24.1K +525 +0.2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.7M +$275K +5,991 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$7.88M -$405K -8,800 -5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.68M +$115K +2,507 +3%
MA
6
Mudita Advisors
United Kingdom
$4.54M – – –
State Street
7
State Street
Massachusetts
$3.98M +$6.21K +135 +0.2%
BCM
8
Bridgeway Capital Management
Texas
$3.77M – – –
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$2.82M – – –
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$2.34M +$36.1K +785 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.31M +$499K +10,863 +30%
AA
12
Ancora Advisors
Ohio
$2.18M +$1.38M +30,076 +208%
American Century Companies
13
American Century Companies
Missouri
$1.92M -$31.4K -682 -2%
Northern Trust
14
Northern Trust
Illinois
$1.86M -$117K -2,540 -6%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1.66M -$145K -3,156 -9%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$965 +21 +0.1%
SBH
17
Segall Bryant & Hamill
Illinois
$1.45M -$8.14K -177 -0.6%
SCM
18
Saber Capital Management
North Carolina
$1.12M +$1.05M +22,851 New
M&T Bank
19
M&T Bank
New York
$1.05M – – –
Russell Investments Group
20
Russell Investments Group
United Kingdom
$1.04M +$885K +19,241 +943%
PGCM
21
Prescott Group Capital Management
Oklahoma
$986K – – –
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$966K -$3.36K -73 -0.4%
Two Sigma Advisers
23
Two Sigma Advisers
New York
$898K +$4.6K +100 +0.5%
RC
24
RBF Capital
California
$845K -$4.6K -100 -0.6%
Two Sigma Investments
25
Two Sigma Investments
New York
$768K +$131K +2,850 +22%
1
2 3 4

NC Hedge Fund Activity: Q4 2025 in Review

87 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q4 2025, worth a combined $105M — up 19% from $88M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NC positions and 6 closed out — a net gain of 10 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Ancora Advisors, adding an estimated $1.38M. The largest seller was Empowered Funds, exiting entirely with an estimated $1.8M sold.

  • 87 institutional investors held NACCO Industries (NC) as of Q4 2025, up from 77 in Q3 2025.
  • Funds reported $105M of NACCO Industries stock for Q4 2025, up 19% quarter-over-quarter.
  • 16 funds opened new NACCO Industries positions in Q4 2025 and 6 closed out, a net change of +10 holders.
  • The largest NACCO Industries buyer in Q4 2025 was Ancora Advisors, an estimated $1.38M added.
  • The largest NACCO Industries seller in Q4 2025 was Empowered Funds, an estimated $1.8M sold.

Based on aggregated 13F filings for Q4 2025.