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NACCO Industries
NC

Overview Fund Activity

87 hedge funds and large institutions have $199M invested in NACCO Industries in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+13
Holders Change %
+17.57%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
34
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCM
Oaktree Capital Management
California
+$8.87M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.31M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$1.6M
4
HRCM
Hawk Ridge Capital Management
California
+$1.44M
5
Millennium Management
Millennium Management
New York
+$1.42M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$5.6M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.52M
3
ZIG
Zuckerman Investment Group
Illinois
-$3.25M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.82M
5
TC
TFS Capital
Pennsylvania
-$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$1.17M +$145K +11,082 +14%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$1.06M +$276K +21,010 +35%
PAM
28
Panagora Asset Management
Massachusetts
$975K +$737K +56,196 +310%
Morgan Stanley
29
Morgan Stanley
New York
$971K -$314K -23,933 -24%
JIR
30
James Investment Research
Ohio
$917K +$886K +67,568 +2,896%
BIM
31
BlackRock Investment Management
Delaware
$913K -$6.19K -472 -0.7%
Invesco
32
Invesco
Georgia
$878K -$295K -22,511 -25%
Two Sigma Investments
33
Two Sigma Investments
New York
$873K +$224K +17,062 +34%
BIM
34
Bogle Investment Management
Massachusetts
$841K +$841K +64,167 New
Prudential Financial
35
Prudential Financial
New Jersey
$798K +$13.2K +1,007 +2%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$795K +$795K +60,411 New
Artisan Partners
37
Artisan Partners
Wisconsin
$742K -$5.6M -426,863 -88%
TCIM
38
TIAA CREF Investment Management
New York
$735K -$82K -6,255 -10%
JIC
39
Johnson Investment Counsel
Ohio
$613K +$34.5K +2,635 +6%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$581K +$5.75K +438 +1%
KS
41
Karpas Strategies
Connecticut
$565K – – –
SO
42
STRS Ohio
Ohio
$510K +$510K +38,955 New
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$509K +$67.4K +5,135 +15%
UBS Group
44
UBS Group
Switzerland
$486K +$108K +8,251 +29%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$445K +$39.4K +2,999 +10%
BFM
46
Boothbay Fund Management
New York
$425K +$425K +32,425 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$420K +$420K +32,040 New
NFA
48
Nationwide Fund Advisors
Ohio
$411K -$11.3K -862 -3%
AIM
49
Allen Investment Management
New York
$374K – – –
AG
50
Algert Global
California
$362K +$362K +27,575 New
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