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NACCO Industries
NC

Overview Fund Activity

87 hedge funds and large institutions have $304M invested in NACCO Industries in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
28
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.37M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
+$1.62M
3
OAM
Oxford Asset Management
United Kingdom
+$1.51M
4
Two Sigma Investments
Two Sigma Investments
New York
+$910K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$590K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$8.63M
2
OCM
Oaktree Capital Management
California
-$3.29M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.1M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$835K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$723K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPM
26
Bowling Portfolio Management
Ohio
$1.44M +$26.9K +1,374 +2%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.42M -$723K -36,855 -34%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.28M +$910K +46,409 +248%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$1.26M – – –
SIM
30
Spark Investment Management
New York
$1.25M -$341K -17,385 -21%
Prudential Financial
31
Prudential Financial
New Jersey
$1.19M -$222K -11,337 -16%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$1.15M -$233K -11,901 -17%
UBS Group
33
UBS Group
Switzerland
$1.13M +$143K +7,314 +15%
IA
34
IndexIQ Advisors
New York
$1.07M +$483K +24,647 +83%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$976K – – –
PPA
36
Parametric Portfolio Associates
Washington
$962K -$100K -5,117 -9%
TCIM
37
TIAA CREF Investment Management
New York
$932K -$29.2K -1,488 -3%
PAM
38
Panagora Asset Management
Massachusetts
$900K -$318K -16,230 -26%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$877K +$94.4K +4,814 +12%
Invesco
40
Invesco
Georgia
$871K +$29.4K +1,501 +3%
KS
41
Karpas Strategies
Connecticut
$844K – – –
Goldman Sachs
42
Goldman Sachs
New York
$833K +$144K +7,336 +21%
JIC
43
Johnson Investment Counsel
Ohio
$789K – – –
Bessemer Group
44
Bessemer Group
New Jersey
$772K – – –
Geode Capital Management
45
Geode Capital Management
Massachusetts
$721K +$27.3K +6,093 +4%
TA
46
Teachers Advisors
New York
$647K – – –
NFA
47
Nationwide Fund Advisors
Ohio
$602K -$8.58K -438 -1%
Bank of America
48
Bank of America
North Carolina
$600K +$503K +25,688 +520%
PP
49
Paloma Partners
Connecticut
$579K +$579K +29,532 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$564K -$56.4K -2,880 -9%
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