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NACCO Industries
NC

Overview Fund Activity

83 hedge funds and large institutions have $207M invested in NACCO Industries in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
27
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.07M
2
TC
TFS Capital
Pennsylvania
+$1.97M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.61M
4
ZIG
Zuckerman Investment Group
Illinois
+$978K
5
BIM
Bogle Investment Management
Massachusetts
+$617K

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$9.44M
2
Artisan Partners
Artisan Partners
Wisconsin
-$1.63M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$1.55M
4
BFA
BlackRock Fund Advisors
California
-$1.07M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$874K
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
26
BlackRock Investment Management
Delaware
$982K +$80.2K +5,773 +9%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$898K -$66.9K -4,814 -7%
TCIM
28
TIAA CREF Investment Management
New York
$891K -$395K -28,468 -31%
Prudential Financial
29
Prudential Financial
New Jersey
$830K -$91.1K -6,566 -10%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$760K +$134K +9,630 +21%
Deutsche Bank
31
Deutsche Bank
Germany
$669K +$89.8K +6,487 +16%
UBS Group
32
UBS Group
Switzerland
$635K +$76.3K +5,493 +14%
BIM
33
Bogle Investment Management
Massachusetts
$617K +$617K +44,457 New
JIC
34
Johnson Investment Counsel
Ohio
$612K – – –
KS
35
Karpas Strategies
Connecticut
$598K – – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$459K -$44.7K -3,226 -9%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$411K -$75.9K -5,471 -16%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$397K -$201K -14,501 -34%
AIM
39
Allen Investment Management
New York
$395K – – –
TA
40
Teachers Advisors
New York
$364K -$50.9K -3,672 -12%
AQR Capital Management
41
AQR Capital Management
Connecticut
$341K +$16.9K +1,216 +5%
CS
42
Credit Suisse
Switzerland
$328K -$198K -14,255 -38%
SIM
43
Spark Investment Management
New York
$315K -$84.8K -6,128 -21%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$308K +$308K +22,165 New
Swiss National Bank
45
Swiss National Bank
Switzerland
$298K – – –
Nomura Holdings
46
Nomura Holdings
Japan
$295K +$295K +21,408 New
Morgan Stanley
47
Morgan Stanley
New York
$288K +$34.9K +2,512 +14%
Millennium Management
48
Millennium Management
New York
$286K +$286K +20,572 New
HHC
49
Hutchin Hill Capital
New York
$279K +$279K +20,134 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$267K -$36.4K -2,626 -12%
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