NACCO INDS INC NC
CL A · Common Stock · CUSIP 629579103
American publicly traded holding company
65
institutional holders
+1 vs Q1 2023
2.5m
shares reported held*
$87.2mreported value*
5 new
21 added
23 reduced
5 sold out
net sold ≈ $33.0m (-952.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $34.66.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 56 |
| Q4 2022 | 60 |
| Q1 2023 | 64 |
| Q2 2023 | 65 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 26 | 21 |
| Q1 2023 | 32 | 18 |
| Q2 2023 | 26 | 28 |
Biggest buyers
| Empowered Funds, LLC | New | +23.8k |
| BlackRock Inc. | Added | +9.5k |
| Squarepoint Ops LLC | New | +8.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +7.3k |
| STATE STREET CORP | Added | +4.0k |
| VICTORY CAPITAL MANAGEMENT INC | New | +2.9k |
| NORTHERN TRUST CORP | Added | +2.8k |
| UBS Group AG | Added | +2.8k |
| JPMORGAN CHASE & CO | Added | +1.4k |
| CITIGROUP INC | Added | +1.3k |
Biggest sellers
| FMR LLC | Reduced | -499.7k |
| PNC Financial Services Group, Inc. | Reduced | -472.0k |
| JANE STREET GROUP, LLC | Sold out | -8.0k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -5.8k |
| Prescott Group Capital Management, L.L.C. | Reduced | -5.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -4.7k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Reduced | -4.2k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -3.3k |
| LSV ASSET MANAGEMENT | Reduced | -3.2k |
| Ellevest, Inc. | Sold out | -2.3k |
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 0 | — | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $54.8k | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.00% of their portfolio | 503.0k $17.4m | Reduced -499.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 438.6k $15.2m | Reduced -5.8k |
| BlackRock Inc. 0.00% of their portfolio | 293.9k $10.2m | Added +9.5k |
| VANGUARD GROUP INC 0.00% of their portfolio | 201.9k $7.0m | Reduced -528 |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 195.7k $6.8m | Reduced -4.7k |
| Prescott Group Capital Management, L.L.C. 0.74% of their portfolio | 97.1k $3.4m | Reduced -5.8k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.07% of their portfolio | 82.3k $2.9m | Reduced -4.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 82.0k $2.8m | Added +7.3k |
| STATE STREET CORP 0.00% of their portfolio | 74.3k $2.6m | Added +4.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 54.3k $1.9m | Reduced -58 |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 46.8k $1.6m | Reduced -3.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 45.6k $1.6m | Added +2.8k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 42.6k $1.5m | Reduced -3.2k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 40.8k $1.4m | Added +840 |
| UBS Group AG 0.00% of their portfolio | 39.7k $1.4m | Added +2.8k |
| Curbstone Financial Management Corp 0.21% of their portfolio | 25.8k $893.4k | Unchanged |
| Empowered Funds, LLC 0.03% of their portfolio | 23.8k $825.6k | New |
| EA Series Trust 0.03% of their portfolio | 23.8k $825.6k | First filing |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 23.6k $816.7k | Reduced -1.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 21.0k $728.4k | Added +622 |
| RBF Capital, LLC 0.04% of their portfolio | 18.1k $626.2k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 15.6k $539.0k | Reduced -472.0k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 14.5k $502.0k | Reduced -2.3k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 13.0k $449.6k | Added +726 |
| JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio | 12.7k $441.6k | Unchanged |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 12.2k $424.3k | Reduced -1.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 11.7k $404.6k | Added +489 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 11.6k $402.1k | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 10.9k $376.3k | Added +1.2k |
| Invesco Ltd. 0.00% of their portfolio | 10.0k $345.3k | Reduced -1.5k |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 9.8k $339.0k | Added +52 |
| Squarepoint Ops LLC 0.00% of their portfolio | 8.8k $303.3k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 8.5k $295.2k | Reduced -600 |
| Baird Financial Group, Inc. 0.00% of their portfolio | 7.5k $260.2k | Reduced -10 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 6.1k $212.3k | Reduced -19 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 5.0k $174.5k | Reduced -1.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.5k $154.5k | Added +1.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.5k $121.0k | Added +282 |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 2.9k $102.1k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 2.6k $90.2k | Reduced -586 |
| MetLife Investment Management, LLC 0.00% of their portfolio | 2.1k $74.5k | Unchanged |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 2.0k $70.1k | Added +66 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 2.0k $68.6k | Added +20 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.8k $62.5k | Added +882 |
| DENALI ADVISORS LLC 0.02% of their portfolio | 1.5k $52.0k | Reduced -500 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 1.5k $51.4k | Reduced -1.4k |
| CITIGROUP INC 0.00% of their portfolio | 1.3k $43.5k | Added +1.3k |
| Clearstead Advisors, LLC 0.00% of their portfolio | 922 $32.0k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 838 $29.0k | Reduced -1.2k |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 730 $25.3k | Added +680 |
| Byrne Asset Management LLC 0.01% of their portfolio | 620 $21.0k | Added +20 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 421 $14.6k | Added +89 |
| AMALGAMATED BANK 0.00% of their portfolio | 420 $15.0k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 412 $14.3k | Added +71 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 304 $10.5k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 263 $9.1k | New |
| Metropolitan Life Insurance Co/NY 0.00% of their portfolio | 251 $8.7k | Unchanged |
| Abound Wealth Management 0.00% of their portfolio | 142 $4.9k | New |
| WHITTIER TRUST CO 0.00% of their portfolio | 75 $2.6k | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 55 $1.9k | Unchanged |
| Concord Wealth Partners 0.00% of their portfolio | 50 $1.7k | Unchanged |
| Column Capital Advisors, LLC 0.00% of their portfolio | 17 $589 | Reduced -2 |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $35 | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1 $36 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |