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NACCO Industries
NC

Overview Fund Activity

90 hedge funds and large institutions have $196M invested in NACCO Industries in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
25
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
Zuckerman Investment Group
Illinois
+$5.84M
2
Artisan Partners
Artisan Partners
Wisconsin
+$3.06M
3
Norges Bank
Norges Bank
Norway
+$2.7M
4
KS
Karpas Strategies
Connecticut
+$498K
5
KAM
Keeley Asset Management
Illinois
+$469K

Top Sellers

1
State Street
State Street
Massachusetts
-$2.16M
2
Northern Trust
Northern Trust
Illinois
-$1.38M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.12M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.07M
5
AA
Ancora Advisors
Ohio
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.38M -$54K -4,675 -4%
TCIM
27
TIAA CREF Investment Management
New York
$1.09M – – –
BCM
28
Bridgeway Capital Management
Texas
$1.04M – – –
Renaissance Technologies
29
Renaissance Technologies
New York
$991K -$270K -23,355 -21%
Invesco
30
Invesco
Georgia
$987K -$190K -16,401 -16%
CCMH
31
Cornerstone Capital Management Holdings
New York
$850K +$372K +32,171 +78%
RFC
32
Russell Frank Company
Washington
$829K -$14K -1,212 -2%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$823K -$147K -12,694 -15%
Charles Schwab
34
Charles Schwab
California
$812K -$794K -68,596 -49%
BIM
35
BlackRock Investment Management
Delaware
$806K +$7.73K +669 +1%
CFMC
36
Curbstone Financial Management Corp
New Hampshire
$675K – – –
SO
37
STRS Ohio
Ohio
$668K +$25.3K +2,188 +4%
Morgan Stanley
38
Morgan Stanley
New York
$641K -$220K -19,031 -26%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$627K -$425K -36,766 -40%
KS
40
Karpas Strategies
Connecticut
$498K +$498K +43,070 New
JIC
41
Johnson Investment Counsel
Ohio
$481K +$17.9K +1,545 +4%
U
42
UBS
Switzerland
$470K +$45.7K +3,948 +11%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$451K +$20.3K +1,751 +5%
SIM
44
Spark Investment Management
New York
$425K -$55.7K -4,815 -12%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$396K +$396K +34,285 New
Deutsche Bank
46
Deutsche Bank
Germany
$393K +$53.4K +4,640 +16%
GC
47
Globeflex Capital
California
$364K -$201K -17,399 -36%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$358K -$10.1K -876 -3%
TA
49
Teachers Advisors
New York
$346K – – –
CFA
50
Camarda Financial Advisors
Florida
$339K -$66K -5,703 -16%
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