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NACCO Industries
NC

Overview Fund Activity

97 hedge funds and large institutions have $200M invested in NACCO Industries in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
32
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.83M
2
JIR
James Investment Research
Ohio
+$1.36M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.13M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$1.04M
5
MAM
Martingale Asset Management
Massachusetts
+$975K

Top Sellers

1
ZIG
Zuckerman Investment Group
Illinois
-$3.4M
2
HRCM
Hawk Ridge Capital Management
California
-$2.41M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.55M
4
TC
TFS Capital
Pennsylvania
-$1.36M
5
Artisan Partners
Artisan Partners
Wisconsin
-$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$1.19M +$50K +3,904 +4%
Morgan Stanley
27
Morgan Stanley
New York
$1.17M +$223K +17,411 +24%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$1.13M +$1.13M +88,162 New
Prudential Financial
29
Prudential Financial
New Jersey
$1.04M +$263K +20,572 +34%
California Public Employees Retirement System
30
California Public Employees Retirement System
California
$990K -$44.8K -3,502 -4%
MAM
31
Martingale Asset Management
Massachusetts
$975K +$975K +76,169 New
BIM
32
BlackRock Investment Management
Delaware
$924K +$33.4K +2,608 +4%
Invesco
33
Invesco
Georgia
$866K +$8.81K +688 +1%
SIM
34
Spark Investment Management
New York
$828K +$520K +40,706 +169%
AllianceBernstein
35
AllianceBernstein
Tennessee
$813K +$403K +31,470 +98%
Millennium Management
36
Millennium Management
New York
$777K -$603K -47,123 -44%
Two Sigma Investments
37
Two Sigma Investments
New York
$705K -$146K -11,437 -17%
TCIM
38
TIAA CREF Investment Management
New York
$701K -$16.4K -1,278 -2%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$639K +$72.8K +5,690 +13%
BIM
40
Bogle Investment Management
Massachusetts
$637K -$184K -14,361 -22%
JIC
41
Johnson Investment Counsel
Ohio
$598K – – –
KS
42
Karpas Strategies
Connecticut
$551K – – –
CPS
43
Counsel Portfolio Services
Ontario, Canada
$544K +$544K +42,483 New
SO
44
STRS Ohio
Ohio
$537K +$39.2K +3,064 +8%
GCP
45
GSA Capital Partners
United Kingdom
$514K +$514K +40,185 New
UBS Group
46
UBS Group
Switzerland
$458K -$16.5K -1,291 -3%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$456K -$40.8K -3,182 -8%
AG
48
Algert Global
California
$441K +$88.5K +6,925 +25%
EA
49
Emerald Acquisition
Washington
$441K +$441K +34,456 New
NFA
50
Nationwide Fund Advisors
Ohio
$389K -$11.2K -876 -3%
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