NACCO Industries, Inc. (NC) Bundle
Who Invests in NACCO Industries, Inc. (NC) and Why?
Investor Profile Analysis for NACCO Industries, Inc. (NC)
As of Q4 2023, the investor composition for the company reveals a nuanced investment landscape.
Institutional Investor Breakdown
| Investor Type | Percentage | Total Holdings |
|---|---|---|
| Institutional Investors | 87.4% | $324.6 million |
| Mutual Funds | 42.3% | $156.7 million |
| Hedge Funds | 12.6% | $46.5 million |
Top Institutional Investors
- Dimensional Fund Advisors LP: 9.2% ownership
- BlackRock Inc.: 7.5% ownership
- Renaissance Technologies LLC: 4.3% ownership
Investment Motivations
Key investment drivers include:
- Price-to-Book Ratio: 1.42
- Dividend Yield: 1.85%
- Market Capitalization: $521.3 million
Investor Strategy Profile
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 68.3% |
| Value Investing | 22.7% |
| Short-Term Trading | 9% |
Institutional Ownership and Major Shareholders of NACCO Industries, Inc. (NC)
Investor Profile Analysis for NACCO Industries, Inc. (NC)
As of Q4 2023, the investor composition for the company reveals a nuanced investment landscape.
Institutional Investor Breakdown
| Investor Type | Percentage | Total Holdings |
|---|---|---|
| Institutional Investors | 87.4% | $324.6 million |
| Mutual Funds | 42.3% | $156.7 million |
| Hedge Funds | 12.6% | $46.5 million |
Top Institutional Investors
- Dimensional Fund Advisors LP: 9.2% ownership
- BlackRock Inc.: 7.5% ownership
- Renaissance Technologies LLC: 4.3% ownership
Investment Motivations
Key investment drivers include:
- Price-to-Book Ratio: 1.42
- Dividend Yield: 1.85%
- Market Capitalization: $521.3 million
Investor Strategy Profile
| Investment Strategy | Percentage of Investors |
|---|---|
| Long-Term Hold | 68.3% |
| Value Investing | 22.7% |
| Short-Term Trading | 9% |
Key Investors and Their Influence on NACCO Industries, Inc. (NC)
Institutional Ownership and Major Shareholders
As of the latest available data, the institutional ownership for the company stands at 85.7% of total shares outstanding.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Dimensional Fund Advisors LP | 1,045,000 | 12.4% |
| BlackRock Inc. | 892,500 | 10.6% |
| Vanguard Group Inc. | 674,200 | 8.0% |
| Renaissance Technologies LLC | 456,789 | 5.4% |
Recent ownership changes reveal significant institutional movements:
- Institutional investors increased their holdings by 3.2% in the last quarter
- Total institutional investment value reached $487.6 million
- Net buying activity showed $15.2 million in new investments
Key institutional ownership metrics include:
- Number of institutional investors: 213
- Institutional turnover rate: 8.6%
- Insider ownership percentage: 4.3%
| Ownership Type | Percentage |
|---|---|
| Institutional Ownership | 85.7% |
| Retail Investor Ownership | 10.0% |
| Insider Ownership | 4.3% |
Market Impact and Investor Sentiment of NACCO Industries, Inc. (NC)
Key Investors and Their Impact
As of the latest available data, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Dimensional Fund Advisors LP | 1,158,301 | 13.42% |
| BlackRock Inc. | 846,223 | 9.80% |
| Vanguard Group Inc. | 612,456 | 7.09% |
Notable investor characteristics include:
- Institutional ownership represents 58.3% of total shares
- Insider ownership stands at 23.7%
- Top three institutional investors control 30.31% of total shares
Recent significant investor movements include:
- Dimensional Fund Advisors increased position by 3.2% in last quarter
- BlackRock Inc. maintained stable holdings
- Renaissance Technologies reduced stake by 1.5%
| Investor Type | Total Investment Value | Percentage Change |
|---|---|---|
| Institutional Investors | $412.6 million | +2.1% |
| Hedge Funds | $87.3 million | -0.7% |
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