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NACCO Industries
NC

Overview Fund Activity

59 hedge funds and large institutions have $71.4M invested in NACCO Industries in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.02M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$309K
3
Citadel Advisors
Citadel Advisors
Florida
+$204K
4
Renaissance Technologies
Renaissance Technologies
New York
+$142K
5
Two Sigma Investments
Two Sigma Investments
New York
+$136K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.69M
2
UBS Group
UBS Group
Switzerland
-$1.12M
3
Millennium Management
Millennium Management
New York
-$605K
4
Morgan Stanley
Morgan Stanley
New York
-$495K
5
GCP
GSA Capital Partners
United Kingdom
-$426K
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
51
Amalgamated Bank
New York
$4K -$6.72K -237 -63%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$2.05K +$2.05K +68 New
AF
53
Advisornet Financial
Minnesota
$1.66K – – –
CWP
54
Concord Wealth Partners
Virginia
$1.51K – – –
CPG
55
Cornerstone Planning Group
New Jersey
$698 +$698 +21 New
Russell Investments Group
56
Russell Investments Group
United Kingdom
$634 -$9.03K -299 -93%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$32 – – –
HNB
58
Huntington National Bank
Ohio
$30 – – –
Millennium Management
59
Millennium Management
New York
– -$605K -16,587 Closed
GCP
60
GSA Capital Partners
United Kingdom
– -$426K -11,668 Closed
Baird Financial Group
61
Baird Financial Group
Wisconsin
– -$237K -6,506 Closed
MIM
62
MetLife Investment Management
New Jersey
– -$78.5K -2,150 Closed
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
– -$9.16K -251 Closed
WT
64
Whittier Trust
California
– -$2.74K -75 Closed
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