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NACCO Industries

90 hedge funds and large institutions have $229M invested in NACCO Industries in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
90
Holders Change
-15
Holders Change %
-14.29%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
32
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25.8M -$131K -10,348 -0.5%
LSV Asset Management
2
LSV Asset Management
Illinois
$23.6M -$71.7K -5,659 -0.3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$17.2M
ZIG
4
Zuckerman Investment Group
Illinois
$16.3M +$1.11M +87,583 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.3M -$470K -37,144 -3%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$12M -$3.18M -251,240 -21%
Northern Trust
7
Northern Trust
Illinois
$9.95M -$196K -15,477 -2%
BIT
8
BlackRock Institutional Trust
California
$9.75M -$522K -41,257 -5%
State Street
9
State Street
Massachusetts
$8.34M -$250K -19,744 -3%
BFA
10
BlackRock Fund Advisors
California
$7.19M +$782K +61,729 +12%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$6.35M +$980K +77,403 +18%
Prudential Financial
12
Prudential Financial
New Jersey
$4.94M -$119K -9,366 -2%
JIR
13
James Investment Research
Ohio
$4.9M -$136K -10,719 -3%
AQR Capital Management
14
AQR Capital Management
Connecticut
$4.78M -$1.04M -81,819 -18%
MCP
15
Moab Capital Partners
New York
$3.39M +$2.86M +225,941 +543%
QBFM
16
QS Batterymarch Financial Management
New York
$3.27M
Norges Bank
17
Norges Bank
Norway
$2.96M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.89M +$375K +29,650 +15%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$2.89M -$365K -28,893 -11%
TC
20
TFS Capital
Pennsylvania
$2.72M -$203K -16,046 -7%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.71M +$77.3K +6,106 +3%
Morgan Stanley
22
Morgan Stanley
New York
$2.69M -$1.76M -139,403 -40%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.6M
PPA
24
Parametric Portfolio Associates
Washington
$2.13M +$433K +34,172 +25%
Goldman Sachs
25
Goldman Sachs
New York
$1.91M +$42.4K +3,349 +2%