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NACCO Industries
NC

Overview Fund Activity

43 hedge funds and large institutions have $61.8M invested in NACCO Industries in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
8
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
Magnolia Group
Nebraska
+$5.05M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.85M
3
Millennium Management
Millennium Management
New York
+$675K
4
HF
HRT Financial
New York
+$282K
5
E
Ergoteles
New York
+$273K

Top Sellers

1
BlackRock
BlackRock
New York
-$4.94M
2
State Street
State Street
Massachusetts
-$1.36M
3
Northern Trust
Northern Trust
Illinois
-$755K
4
Renaissance Technologies
Renaissance Technologies
New York
-$643K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$636K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$56K -$126K -4,861 -69%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$28K -$294K -11,398 -91%
Barclays
28
Barclays
United Kingdom
$27K -$53.7K -2,081 -67%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$26K +$8.89K +348 +52%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$19.1K -$35.7K -1,372 -65%
Deutsche Bank
31
Deutsche Bank
Germany
$18K -$62.8K -2,441 -78%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$12K -$4.34K -164 -27%
FMII
33
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
Wells Fargo
34
Wells Fargo
California
$6K -$44.6K -1,680 -88%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$5K -$198 -7 -4%
CA
36
Clearstead Advisors
Ohio
$5K – – –
HNB
37
Huntington National Bank
Ohio
$3K – – –
EI
38
Ellevest Inc
New York
$2K -$4.26K -200 -68%
WT
39
Whittier Trust
California
$2K – – –
CWP
40
Concord Wealth Partners
Virginia
$1K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$1K +$91 +5 +10%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
– -$300K -12,027 Closed
Goldman Sachs
43
Goldman Sachs
New York
– -$234K -9,370 Closed
DA
44
Denali Advisors
California
– -$64K -2,580 Closed
AIG
45
American International Group
New York
– -$54 -2,182 Closed
Legal & General Group
46
Legal & General Group
United Kingdom
– -$8K -329 Closed
Citigroup
47
Citigroup
New York
– -$8K -314 Closed
AIP
48
Ameritas Investment Partners
Nebraska
– -$8K -302 Closed
PAM
49
Panagora Asset Management
Massachusetts
– -$6K -255 Closed
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
– -$4K -196 Closed
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