Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Nacco Inds Inc (NC)

92 + Investors. Track Smart Money conviction in NC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
7Q ▲
Buyers last Q
60%

Smart Money Signals — NC

Based on 92 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added NC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
92 hedge funds hold NC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +28% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+28% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

44 buying29 selling
Last quarter: 44 funds were net buyers (11 opened a brand new position + 33 added to an existing one). Only 29 were sellers (20 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 16 → 14 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 14% medium ■ 23% new
58 out of 92 hedge funds have held NC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

9 → 5 → 16 → 14 → 11 new funds/Q
New funds entering each quarter: 5 → 16 → 14 → 11. A growing number of institutions are discovering NC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 26% newcomers

■ 64% veterans ■ 10% 1-2yr ■ 26% new
Entry-cohort mix of 92 holders: 59 (64%) are 2+ year veterans, 9 entered 1–2 years ago, and 24 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
31 of 92 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in NC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NC

In 2026 Q2, 44 hedge funds were net buyers of NC (11 opened a new position, 33 added to an existing one), while 29 reduced or exited (20 trimmed, 9 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in NC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 92.

Hedge Fund Ownership: NC

How many hedge funds hold NC — quarterly history vs. share price
Quarterly hedge fund ownership of NC vs. share price

Market Analysis: NC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: NC
92 + Investors

Track Smart Money conviction in NC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 92 90 2.22%
13F Shares 2M 2M -0.51%
Total Value $105M $109M -4.16%
New Positions 11 14 -3
Increased Positions 33 27 +6
Closed Positions 9 9 -
Reduced Positions 20 24 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NC

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Financial Highlights

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Institutional Holders (2026 Q2)

92 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mudita Advisors LLP 0.96% 92,520 $4.6M
2 Saber Capital Managment, LLC 0.70% 20,626 $1.0M
3 Byrne Asset Management LLC 0.12% 4,567 $229K
4 Prescott Group Capital Management, L.L.C. 0.09% 20,094 $1.0M
5 Bridgeway Capital Management, LLC 0.07% 76,959 $3.9M
6 Ancora Advisors LLC 0.05% 55,903 $2.8M
7 Apeiron RIA LLC 0.05% 4,147 $208K
8 RBF Capital, LLC 0.04% 17,230 $862K
9 LOM Asset Management Ltd 0.02% 1,820 $91K
10 Segall Bryant & Hamill, LLC 0.02% 29,463 $1.5M
11 Empowered Funds, LLC 0.01% 42,797 $2.1M
12 Kovack Advisors, Inc. 0.01% 4,333 $217K
13 Renaissance Technologies LLC 0.01% 147,818 $7.4M
14 Johnson Investment Counsel Inc 0.00% 10,897 $545K
15 Strs Ohio 0.00% 11,200 $561K
16 Connor, Clark & Lunn Investment Management Ltd. 0.00% 19,867 $994K
17 Russell Investments Group, Ltd. 0.00% 39,303 $2.0M
18 Trexquant Investment LP 0.00% 5,488 $275K
19 Abound Wealth Management 0.00% 142 $7K
20 Two Sigma Investments, LP 0.00% 37,290 $1.9M
21 Los Angeles Capital Management LLC 0.00% 6,961 $348K
22 Exchange Traded Concepts, LLC 0.00% 5,560 $278K
23 PNC Financial Services Group, INC. 0.00% 48,990 $2.5M
24 American Century Companies Inc 0.00% 38,982 $2.0M
25 MetLife Investment Management, LLC 0.00% 2,449 $123K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Nacco Inds Inc (NC)

What does the Smart Money Trend signal show for NC?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added NC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NC?

More buyers than sellers — 60% buying: Last quarter: 44 funds were net buyers (11 opened a brand new position + 33 added to an existing one). Only 29 were sellers (20 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NC holders?

Elite ownership — 60% AUM from top-100 funds: 31 of 92 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in NC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NC?

63% of holders stayed for 2+ years: 58 out of 92 hedge funds have held NC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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