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NACCO Industries
NC

Overview Fund Activity

105 hedge funds and large institutions have $248M invested in NACCO Industries in 2013 Q2 according to their latest regulatory filings, with 105 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+105
Holders Change %
–
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
105
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$26.8M +$26.8M +2,045,552 New
LSV Asset Management
2
LSV Asset Management
Illinois
$24.5M +$24.5M +1,870,769 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.8M +$17.8M +1,356,984 New
ZIG
4
Zuckerman Investment Group
Illinois
$15.7M +$15.7M +1,202,892 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$15.7M +$15.7M +1,197,744 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.2M +$14.2M +1,083,890 New
BIT
7
BlackRock Institutional Trust
California
$10.6M +$10.6M +811,618 New
Northern Trust
8
Northern Trust
Illinois
$10.5M +$10.5M +801,135 New
State Street
9
State Street
Massachusetts
$8.87M +$8.87M +677,717 New
BFA
10
BlackRock Fund Advisors
California
$6.62M +$6.62M +505,758 New
AQR Capital Management
11
AQR Capital Management
Connecticut
$6.01M +$6.01M +459,143 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$5.55M +$5.55M +424,035 New
Prudential Financial
13
Prudential Financial
New Jersey
$5.23M +$5.23M +399,357 New
JIR
14
James Investment Research
Ohio
$5.21M +$5.21M +397,992 New
Morgan Stanley
15
Morgan Stanley
New York
$4.61M +$4.61M +352,016 New
PAM
16
Panagora Asset Management
Massachusetts
$3.97M +$3.97M +303,431 New
QBFM
17
QS Batterymarch Financial Management
New York
$3.37M +$3.37M +257,814 New
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$3.37M +$3.37M +256,961 New
Norges Bank
19
Norges Bank
Norway
$3.06M +$3.06M +233,854 New
TC
20
TFS Capital
Pennsylvania
$3.02M +$3.02M +230,992 New
Charles Schwab
21
Charles Schwab
California
$2.8M +$2.8M +211,724 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$2.72M +$2.72M +207,509 New
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.69M +$2.69M +205,032 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.6M +$2.6M +198,965 New
Bank of America
25
Bank of America
North Carolina
$2.57M +$2.57M +196,663 New
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