MACNEALY HOOVER INVESTMENT MANAGEMENT INC

CANTON, OH Investment Advisor How do I update this listing?

Macnealy Hoover Investment Management is based out of Canton. Macnealy Hoover Investment Management is a large advisory firm with 85 clients and discretionary assets under management (AUM) of $236,433,766 (Form ADV from 2019-06-04). Their last reported 13F filing for Q3 2019 included $123,590,000 in managed 13F securities and a top 10 holdings concentration of 41.79%. Macnealy Hoover Investment Management's largest holding is Farmers National Banc Corp. with shares held of 596,665. Macnealy Hoover Investment Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 33 13F filings, 6 13D filings, and 12 13G filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $123.59 Million
  • Prior Market Value $132.073 Million
  • New Purchases0 stocks
  • Additional Purchases8 stocks
  • Sold out of3 stocks
  • Reduced holdings in49 stocks
  • Top 10 Holdings % 41.79 %
  • Turnover % [1]:4.48%
  • Turnover Alt % [2]: 5.63 %
  • Time Held Top20:12.90 quarters
  • Time Held Top10:12.80 quarters
  • Time Held All:20.36 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -3.29%
Performance Last 4 Quarters: -4.17%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

MACNEALY HOOVER INVESTMENT MANAGEMENT INC
MILLENNIUM CENTRE 200 MARKET AVE. N. SUITE 200
CANTON OH    44702
Country: United States

Business Phone: 330-454-1010
Fax: 330-454-1003
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 85
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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MACNEALY HOOVER INVESTMENT MANAGEMENT INC

ownership team - last updated 2019-06-04
Name Title Start Date Direct/Indirect % Ownership
MACNEALY, HARRY, C C CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER 05/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
MACNEALY HOOVER INVESTMENT MANAGEMENT INC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 1999-05-01
MACNEALY HOOVER INVESTMENT MANAGEMENT INC CEO direct 1999-05-01 2005-01-24
MACNEALY HOOVER INVESTMENT MANAGEMENT INC CEO CCO direct 1999-05-01 2006-02-10
HOOVER, CHARLES, HOWARD PRESIDENT 05/01/1999 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MACNEALY HOOVER INVESTMENT MANAGEMENT INC PRESIDENT direct 1999-05-01

MACNEALY HOOVER INVESTMENT MANAGEMENT INC

ownership team - last updated 2019-02-14
Name Title Start Date Direct/Indirect % Ownership
MACNEALY, HARRY, C C CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER 05/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
MACNEALY HOOVER INVESTMENT MANAGEMENT INC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 1999-05-01
MACNEALY HOOVER INVESTMENT MANAGEMENT INC CEO direct 1999-05-01 2005-01-24
MACNEALY HOOVER INVESTMENT MANAGEMENT INC CEO CCO direct 1999-05-01 2006-02-10
HOOVER, CHARLES, HOWARD PRESIDENT 05/01/1999 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MACNEALY HOOVER INVESTMENT MANAGEMENT INC PRESIDENT direct 1999-05-01

MACNEALY HOOVER INVESTMENT MANAGEMENT INC

ownership team - last updated 2017-03-15
Name Title Start Date Direct/Indirect % Ownership
MACNEALY, HARRY, C C CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER 05/01/1999 Direct 75% or more
Fund Name Position direct/indirect start date end date
MACNEALY HOOVER INVESTMENT MANAGEMENT INC CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER direct 1999-05-01
MACNEALY HOOVER INVESTMENT MANAGEMENT INC CEO direct 1999-05-01 2005-01-24
MACNEALY HOOVER INVESTMENT MANAGEMENT INC CEO CCO direct 1999-05-01 2006-02-10
HOOVER, CHARLES, HOWARD PRESIDENT 05/01/1999 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MACNEALY HOOVER INVESTMENT MANAGEMENT INC PRESIDENT direct 1999-05-01

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