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NACCO Industries
NC

94 hedge funds and large institutions have $112M invested in NACCO Industries in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

12% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 25

8% more funds holding

Funds holding: 87 → 94 (+7)

7% more capital invested

Capital invested by funds: $105M → $112M (+$7.03M)

0.21% less ownership

Funds ownership: 36.23% → 36.02% (-0.21%)

Holders
94
Holders Change
+7
Holders Change %
+8.05%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
28
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empowered Funds
Pennsylvania
+$2.21M
2
Two Sigma Investments
Two Sigma Investments
New York
+$863K
3
Los Angeles Capital Management
Los Angeles Capital Management
California
+$251K
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$241K
5
Deutsche Bank
Deutsche Bank
Germany
+$218K

Top Sellers

1
M&T Bank
M&T Bank
New York
-$1.05M
2
Renaissance Technologies
Renaissance Technologies
New York
-$320K
3
Millennium Management
Millennium Management
New York
-$305K
4
Barclays
Barclays
United Kingdom
-$281K
5
BlackRock
BlackRock
New York
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$20.8M -$20.8K -402 -0.1%
BlackRock
2
BlackRock
New York
$16.1M -$240K -4,642 -1%
VCM
3
Vanguard Capital Management
Pennsylvania
$8.83M +$8.78M +169,962 New
Renaissance Technologies
4
Renaissance Technologies
New York
$8.03M -$320K -6,200 -4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.09M +$130K +2,509 +3%
MA
6
Mudita Advisors
United Kingdom
$4.81M – – –
State Street
7
State Street
Massachusetts
$4.33M +$108K +2,100 +3%
BCM
8
Bridgeway Capital Management
Texas
$4M – – –
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$2.99M – – –
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$2.52M +$31.2K +604 +1%
AA
11
Ancora Advisors
Ohio
$2.47M +$157K +3,044 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.4M -$46.9K -908 -2%
EF
13
Empowered Funds
Pennsylvania
$2.22M +$2.21M +42,797 New
Northern Trust
14
Northern Trust
Illinois
$2.07M +$99.4K +1,925 +5%
American Century Companies
15
American Century Companies
Missouri
$2.04M – – –
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$1.84M +$76.7K +1,486 +4%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$1.73M +$2.84K +55 +0.2%
Two Sigma Investments
18
Two Sigma Investments
New York
$1.68M +$863K +16,711 +107%
SBH
19
Segall Bryant & Hamill
Illinois
$1.53M -$2.43K -47 -0.2%
VFT
20
Vanguard Fiduciary Trust
Pennsylvania
$1.41M +$1.4M +27,129 New
Russell Investments Group
21
Russell Investments Group
United Kingdom
$1.35M +$241K +4,672 +22%
VPM
22
Vanguard Portfolio Management
Pennsylvania
$1.2M +$1.19M +23,064 New
SCM
23
Saber Capital Management
North Carolina
$1.07M -$115K -2,223 -10%
PGCM
24
Prescott Group Capital Management
Oklahoma
$1.04M -$568 -11 -0.1%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.04M +$13.1K +253 +1%
1
2 3 4

NC Hedge Fund Activity: Q1 2026 in Review

94 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in NACCO Industries (NC) for Q1 2026, worth a combined $112M — up 6.7% from $105M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NC positions and 6 closed out — a net gain of 9 holders — while 28 added to existing stakes and 25 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $2.21M. The largest seller was M&T Bank, exiting entirely with an estimated $1.05M sold.

  • 94 institutional investors held NACCO Industries (NC) as of Q1 2026, up from 87 in Q4 2025.
  • Funds reported $112M of NACCO Industries stock for Q1 2026, up 6.7% quarter-over-quarter.
  • 15 funds opened new NACCO Industries positions in Q1 2026 and 6 closed out, a net change of +9 holders.
  • The largest NACCO Industries buyer in Q1 2026 was Empowered Funds, an estimated $2.21M added.
  • The largest NACCO Industries seller in Q1 2026 was M&T Bank, an estimated $1.05M sold.

Based on aggregated 13F filings for Q1 2026.