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NACCO Industries
NC

Overview Fund Activity

90 hedge funds and large institutions have $196M invested in NACCO Industries in 2014 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
7
Increased
25
Reduced
35
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ZIG
Zuckerman Investment Group
Illinois
+$5.84M
2
Artisan Partners
Artisan Partners
Wisconsin
+$3.06M
3
Norges Bank
Norges Bank
Norway
+$2.7M
4
KS
Karpas Strategies
Connecticut
+$498K
5
KAM
Keeley Asset Management
Illinois
+$469K

Top Sellers

1
State Street
State Street
Massachusetts
-$2.16M
2
Northern Trust
Northern Trust
Illinois
-$1.38M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$1.12M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.07M
5
AA
Ancora Advisors
Ohio
-$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$24K – – –
VFA
77
Virtus Fund Advisers
Connecticut
$21K +$21K +1,816 New
DOA
78
D'Orazio & Associates
Virginia
$15K – – –
Canada Life
79
Canada Life
Manitoba, Canada
$14K – – –
JIR
80
James Investment Research
Ohio
$10K -$130K -11,337 -93%
BlackRock
81
BlackRock
New York
$10K +$47 +4 +0.5%
Creative Planning
82
Creative Planning
Kansas
$10K +$10K +845 New
Teacher Retirement System of Texas
83
Teacher Retirement System of Texas
Texas
$9K – – –
WT
84
Whittier Trust
California
$9K – – –
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$6K +$6K +525 New
GSC
86
Ground Swell Capital
South Carolina
$5K +$5K +411 New
Bank of America
87
Bank of America
North Carolina
$4K -$22K -1,729 -85%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$2.68K +$1.67K +144 +164%
DA
89
Denali Advisors
California
$2K – – –
AA
90
Ancora Advisors
Ohio
– -$1.05M -84,424 Closed
Wellington Management Group
91
Wellington Management Group
Massachusetts
– -$575K -46,409 Closed
PAM
92
Panagora Asset Management
Massachusetts
– -$517K -41,761 Closed
MCM
93
Matarin Capital Management
New York
– -$461K -37,257 Closed
Nomura Holdings
94
Nomura Holdings
Japan
– -$412K -33,038 Closed
AG
95
Algert Global
California
– -$377K -30,407 Closed
GAM
96
Gotham Asset Management
New York
– -$335K -27,041 Closed
ProShare Advisors
97
ProShare Advisors
Maryland
– -$258K -20,830 Closed
VOYA Investment Management
98
VOYA Investment Management
Georgia
– -$203K -16,414 Closed
Los Angeles Capital Management
99
Los Angeles Capital Management
California
– -$200K -16,151 Closed
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$128K -10,317 Closed
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4
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