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NACCO Industries
NC

Overview Fund Activity

61 hedge funds and large institutions have $92.5M invested in NACCO Industries in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
21
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$853K
2
Morgan Stanley
Morgan Stanley
New York
+$672K
3
Two Sigma Investments
Two Sigma Investments
New York
+$440K
4
Barclays
Barclays
United Kingdom
+$183K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$146K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.25M
2
PGCM
Prescott Group Capital Management
Oklahoma
-$951K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$113K
4
Victory Capital Management
Victory Capital Management
Texas
-$103K
5
LSV Asset Management
LSV Asset Management
Illinois
-$101K
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
51
Russell Investments Group
United Kingdom
$11.7K – – –
Legal & General Group
52
Legal & General Group
United Kingdom
$11.2K -$3.83K -105 -25%
AIP
53
Ameritas Investment Partners
Nebraska
$11.1K – – –
MLICM
54
Metropolitan Life Insurance Company (MetLife)
New York
$9.16K – – –
AWM
55
Abound Wealth Management
Tennessee
$5.18K – – –
WT
56
Whittier Trust
California
$2.74K – – –
AF
57
Advisornet Financial
Minnesota
$2.01K – – –
CWP
58
Concord Wealth Partners
Virginia
$1.83K – – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$39 – – –
HNB
60
Huntington National Bank
Ohio
$37 – – –
Victory Capital Management
61
Victory Capital Management
Texas
– -$103K -2,946 Closed
DA
62
Denali Advisors
California
– -$52.6K -1,500 Closed
Nisa Investment Advisors
63
Nisa Investment Advisors
Missouri
– -$25.6K -730 Closed
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
– -$5.23K -149 Closed
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