NACCO Industries
NC • NYSE
NACCO Industries is a coal company in the energy sector on NYSE, led by J.C. Butler, Jr., with a market cap of $368.7M. As of Q3 2025, 28% of shares are held by 75 institutional investors, with DIMENSIONAL FUND ADVISORS LP as the largest holder at 5.37%.
President and Chief Executive OfficerJ.C. Butler, Jr.
Overview
Overview of institutional ownership in NC as of Q3 2025 with a market cap of $314.2M
All Institutions
- Institutions
- 75
- Value Held
- $88.0M
- Shares Held
- 2.1M
- Avg Position
- $1.2M
- Median Position
- $204.4K
Hedge Funds
- Hedge Funds
- 7
- Value Held
- $14.0M
- Shares Held
- 332.7K
- Avg Position
- $2.0M
- Median Position
- $768.0K
Ownership Breakdown
Based on market cap of $314.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in NC as of Q3 2025
| Institution | Position Value |
|---|---|
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $16.9M 0.00% of portfolio |
B BlackRock, Inc. Institution | $13.2M 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $9.0M 0.00% of portfolio |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $7.1M 0.01% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $3.9M 0.00% of portfolio |
 Mudita Advisors LLP Hedge Fund•Multi-Strategy | $3.9M 1.13% of portfolio |
 STATE STREET CORP Institution | $3.4M 0.00% of portfolio |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | $3.2M 0.07% of portfolio |
 Curbstone Financial Management Corp RIA/Wealth | $2.4M 0.47% of portfolio |
 PNC FINANCIAL SERVICES GROUP, INC. Institution | $2.0M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for NC in Q3 2025
- Traded
- −$240.5K
- Buyers
- 25
- Sellers
- 24
- Total Bought
- +$2.1M
- Total Sold
- −$2.4M
- Avg Position
- $1.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Ancora Advisors, LLC RIA/Wealth | +$608.7K +14.4K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$260.6K +6.2K shares |
 Inspire Advisors, LLC RIA/Wealth | +$237.7K +5.6K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$226.1K +5.4K shares |
J JANE STREET GROUP, LLC Institution | +$204.4K +4.8K shares |
 DEUTSCHE BANK AG\ Institution | +$157.5K +3.7K shares |
R Russell Investments Group, Ltd. RIA/Wealth | +$81.5K +1.9K shares |
 Empowered Funds, LLC ETF Provider | +$72.6K +1.7K shares |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | +$72.6K +1.7K shares |
E EXCHANGE TRADED CONCEPTS, LLC Institution | +$65.5K +1.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
B BlackRock, Inc. Institution | −$930.1K −22.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$220.1K −5.0K shares |
DIMENSIONAL FUND ADVISORS LP Long Only Manager | −$167.1K −4.0K shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$143.3K −3.4K shares |
 MORGAN STANLEY RIA/Wealth | −$133.4K −3.2K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$113.1K −2.7K shares |
 BARCLAYS PLC Institution | −$110.5K −2.6K shares |
 Penn Mutual Asset Management, LLC Insurance Manager | −$105.4K −2.5K shares |
 NORTHERN TRUST CORP Institution | −$69.7K −1.7K shares |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$61.6K −1.5K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited NC in Q3 2025
- New Positions
- 2
- New Value
- $239.8K
- Exited Positions
- 2
- Exited Value
- $223.5K
New Positions
| Institution | Position Value |
|---|---|
Inspire Advisors, LLC RIA/Wealth | $237.7K 5.6K shares |
O Optiver Holding B.V. Institution | $2.0K 48.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $220.1K 5.0K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.3K 75.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in NC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with NC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Penn Mutual Asset Management, LLC Insurance Manager | 1.82% $741.1K |
Mudita Advisors LLP Hedge Fund•Multi-Strategy | 1.13% $3.9M |
Curbstone Financial Management Corp RIA/Wealth | 0.47% $2.4M |
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short | 0.09% $847.6K |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | 0.07% $3.2M |
B Byrne Asset Management LLC RIA/Wealth | 0.04% $61.1K |
R RBF Capital, LLC Institution | 0.03% $730.6K |
Inspire Advisors, LLC RIA/Wealth | 0.02% $237.7K |
Empowered Funds, LLC ETF Provider | 0.02% $1.8M |
 SEGALL BRYANT & HAMILL Long Only Manager | 0.02% $1.3M |
Hedge Fund Spotlight
Discover hedge funds investing in NC
Mudita Advisors LLP
Hedge Fund • Multi-Strategy
Portfolio ManagerThomas Luke Rimington Hardy
- Portfolio Value
- $345.8M
- Positions
- 19
- Last Reported
- Q3 2025
Sector Allocation
Position in NACCO Industries
- Market Value
- $3.9M
- Shares Held
- 92.5K
- Portfolio Weight
- 1.13%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Gambling, Resorts & Casinos Consumer Cyclical | $97.5M | 28.21% | |
Coal Energy | $35.8M | 10.36% | |
Gold Basic Materials | $34.7M | 10.02% |
