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NACCO Industries
NC

Overview Fund Activity

74 hedge funds and large institutions have $93M invested in NACCO Industries in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBH
Segall Bryant & Hamill
Illinois
+$1.32M
2
M&T Bank
M&T Bank
New York
+$953K
3
MA
Mudita Advisors
United Kingdom
+$276K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$220K
5
PMAM
Penn Mutual Asset Management
Pennsylvania
+$182K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$1.03M
2
BlackRock
BlackRock
New York
-$637K
3
Goldman Sachs
Goldman Sachs
New York
-$292K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$224K
5
Millennium Management
Millennium Management
New York
-$163K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$33.8K +$3.24K +73 +11%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$31.5K +$7.36K +166 +30%
Deutsche Bank
53
Deutsche Bank
Germany
$31K – – –
Legal & General Group
54
Legal & General Group
United Kingdom
$16.2K +$2.61K +59 +19%
AIP
55
Ameritas Investment Partners
Nebraska
$13.5K – – –
AWM
56
Abound Wealth Management
Tennessee
$6.29K – – –
AB
57
Amalgamated Bank
New York
$6K – – –
SCM
58
Sterling Capital Management
North Carolina
$5.1K +$1.99K +45 +64%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$4.79K -$2.17K -49 -31%
Raymond James Financial
60
Raymond James Financial
Florida
$3.32K +$3.32K +75 New
AF
61
Advisornet Financial
Minnesota
$2.44K – – –
AIC
62
Archer Investment Corporation
Indiana
$2.24K +$1.8K +41 +410%
CWP
63
Concord Wealth Partners
Virginia
$2.22K – – –
C
64
Covestor
United Kingdom
$2K +$1.81K +37 +925%
Comerica Bank
65
Comerica Bank
Texas
$1.99K – – –
SS
66
SBI Securities
Japan
$1.82K – – –
GI
67
GAMMA Investing
California
$1.6K +$930 +21 +140%
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$1.46K – – –
CFD
69
Creative Financial Designs
Indiana
$892 +$892 +20 New
PWM
70
Parkworth Wealth Management
California
$354 +$354 +8 New
IA
71
IFP Advisors
Florida
$310 – – –
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$49 – – –
HNB
73
Huntington National Bank
Ohio
$44 – – –
EWA
74
EverSource Wealth Advisors
Alabama
$44 +$44 +1 New
Goldman Sachs
75
Goldman Sachs
New York
– -$292K -8,665 Closed
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