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NACCO Industries
NC

Overview Fund Activity

97 hedge funds and large institutions have $245M invested in NACCO Industries in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
–
Holders Change %
0%
% 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
7
Increased
35
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIR
James Investment Research
Ohio
+$2.05M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.87M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$815K
4
AllianceBernstein
AllianceBernstein
Tennessee
+$797K
5
CCMH
Cornerstone Capital Management Holdings
New York
+$795K

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$1.87M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.43M
3
Millennium Management
Millennium Management
New York
-$699K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$666K
5
BIM
Bogle Investment Management
Massachusetts
-$637K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Bridgeway Capital Management
Texas
$1.75M – – –
Prudential Financial
27
Prudential Financial
New Jersey
$1.38M +$111K +7,134 +9%
Charles Schwab
28
Charles Schwab
California
$1.37M -$70.1K -4,512 -5%
PPA
29
Parametric Portfolio Associates
Washington
$1.35M -$274K -17,639 -17%
Invesco
30
Invesco
Georgia
$1.15M +$103K +6,609 +10%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.15M -$54.4K -3,502 -5%
BIM
32
BlackRock Investment Management
Delaware
$1.12M -$3.87K -249 -0.3%
Two Sigma Investments
33
Two Sigma Investments
New York
$913K +$57.8K +3,724 +7%
Morgan Stanley
34
Morgan Stanley
New York
$895K -$525K -33,799 -37%
SIM
35
Spark Investment Management
New York
$842K -$163K -10,505 -16%
GCP
36
GSA Capital Partners
United Kingdom
$828K +$204K +13,131 +33%
JIC
37
Johnson Investment Counsel
Ohio
$685K -$40.9K -2,635 -6%
KS
38
Karpas Strategies
Connecticut
$669K – – –
Two Sigma Advisers
39
Two Sigma Advisers
New York
$667K -$109K -7,003 -14%
SO
40
STRS Ohio
Ohio
$645K -$6.78K -437 -1%
UBS Group
41
UBS Group
Switzerland
$563K +$7.27K +468 +1%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$560K +$6.79K +437 +1%
EA
43
Emerald Acquisition
Washington
$535K – – –
NFA
44
Nationwide Fund Advisors
Ohio
$473K – – –
BPM
45
Bowling Portfolio Management
Ohio
$467K +$467K +30,105 New
AIM
46
Allen Investment Management
New York
$442K – – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$438K +$3.06K +197 +0.7%
SCA
48
Secor Capital Advisors
New York
$434K +$40.2K +2,595 +10%
TA
49
Teachers Advisors
New York
$408K – – –
Swiss National Bank
50
Swiss National Bank
Switzerland
$408K – – –
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