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NACCO Industries
NC

Overview Fund Activity

44 hedge funds and large institutions have $89.3M invested in NACCO Industries in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
8
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.42M
2
PGCM
Prescott Group Capital Management
Oklahoma
+$1.06M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$438K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$236K
5
American Century Companies
American Century Companies
Missouri
+$135K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$711K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$464K
3
LSV Asset Management
LSV Asset Management
Illinois
-$440K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$402K
5
Renaissance Technologies
Renaissance Technologies
New York
-$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
DU
26
Delphia (USA)
Ontario, Canada
$233K +$233K +6,426 New
DA
27
Denali Advisors
California
$91K +$91K +2,500 New
Bank of America
28
Bank of America
North Carolina
$55K -$4.91K -133 -8%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$49K +$49K +1,383 New
Wells Fargo
30
Wells Fargo
California
$45K +$18.7K +515 +71%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$28K +$4.63K +124 +20%
Deutsche Bank
32
Deutsche Bank
Germany
$25K – – –
CA
33
Clearstead Advisors
Ohio
$7K – – –
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$7K – – –
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$4.75K -$617 -17 -11%
EI
36
Ellevest Inc
New York
$3K -$250 -7 -8%
WT
37
Whittier Trust
California
$3K – – –
Osaic Holdings
38
Osaic Holdings
Arizona
$2K – – –
CWP
39
Concord Wealth Partners
Virginia
$2K – – –
CCA
40
Column Capital Advisors
Indiana
$1K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
– -$464K -15,550 Closed
Jacobs Levy Equity Management
42
Jacobs Levy Equity Management
New Jersey
– -$402K -13,465 Closed
E
43
Ergoteles
New York
– -$309K -10,353 Closed
HF
44
HRT Financial
New York
– -$305K -10,245 Closed
MP
45
McDonald Partners
Ohio
– -$239K -8,020 Closed
Millennium Management
46
Millennium Management
New York
– -$224K -7,511 Closed
Barclays
47
Barclays
United Kingdom
– -$45K -1,486 Closed
TRCT
48
Tower Research Capital (TRC)
New York
– -$36K -1,218 Closed
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