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NACCO Industries
NC

Overview Fund Activity

44 hedge funds and large institutions have $73.5M invested in NACCO Industries in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
8
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.66M
2
MG
Magnolia Group
Nebraska
+$922K
3
RC
RBF Capital
California
+$539K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$464K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$402K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$549K
2
Renaissance Technologies
Renaissance Technologies
New York
-$489K
3
Charles Schwab
Charles Schwab
California
-$464K
4
TEE
Tibra Equities Europe
United Kingdom
-$271K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$173K
Name Holding Trade Value Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
26
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$227K +$227K +7,611 New
Millennium Management
27
Millennium Management
New York
$224K -$549K -18,424 -71%
Morgan Stanley
28
Morgan Stanley
New York
$148K -$2.73K -92 -2%
Bank of America
29
Bank of America
North Carolina
$49K -$16.1K -535 -25%
Barclays
30
Barclays
United Kingdom
$45K +$13.3K +439 +42%
TRCT
31
Tower Research Capital (TRC)
New York
$36K -$56.5K -1,911 -61%
Wells Fargo
32
Wells Fargo
California
$22K +$15.1K +498 +220%
Deutsche Bank
33
Deutsche Bank
Germany
$21K – – –
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$18K -$13.2K -459 -42%
CA
35
Clearstead Advisors
Ohio
$6K – – –
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$5K +$190 +7 +4%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$4.42K -$17.4K -584 -80%
EI
38
Ellevest Inc
New York
$3K -$99 -3 -3%
HNB
39
Huntington National Bank
Ohio
$3K – – –
WT
40
Whittier Trust
California
$2K – – –
CCA
41
Column Capital Advisors
Indiana
$1K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$1K – – –
CWP
43
Concord Wealth Partners
Virginia
$1K – – –
Charles Schwab
44
Charles Schwab
California
– -$464K -17,810 Closed
TEE
45
Tibra Equities Europe
United Kingdom
– -$271K -10,400 Closed
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
– -$26K -1,018 Closed
Barrow, Hanley, Mewhinney & Strauss
47
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$12K -453 Closed
FMII
48
Farmers & Merchants Investments Inc
Nebraska
– -$10K -400 Closed
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