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NACCO Industries
NC

Overview Fund Activity

95 hedge funds and large institutions have $213M invested in NACCO Industries in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
2.75%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
23
Reduced
43
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$6.85M
2
MCP
Moab Capital Partners
New York
+$1.45M
3
Northern Trust
Northern Trust
Illinois
+$1.36M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.17M
5
MLIM
Mountain Lake Investment Management
Florida
+$571K

Top Sellers

1
JIR
James Investment Research
Ohio
-$4.35M
2
WC
Walthausen & Co
New York
-$3.64M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.68M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$901K
5
Prudential Financial
Prudential Financial
New Jersey
-$882K
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$25M -$270K -21,767 -1%
LSV Asset Management
2
LSV Asset Management
Illinois
$22.6M -$317K -25,566 -1%
ZIG
3
Zuckerman Investment Group
Illinois
$17.3M +$69.9K +5,647 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16.8M – – –
Northern Trust
5
Northern Trust
Illinois
$11.4M +$1.36M +110,138 +14%
Vanguard Group
6
Vanguard Group
Pennsylvania
$10.6M -$2.68M -216,439 -20%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$10.1M -$901K -72,755 -8%
BIT
8
BlackRock Institutional Trust
California
$9.06M -$36.1K -2,915 -0.4%
State Street
9
State Street
Massachusetts
$8.17M -$31.5K -2,539 -0.4%
Artisan Partners
10
Artisan Partners
Wisconsin
$6.85M +$6.85M +552,693 New
BFA
11
BlackRock Fund Advisors
California
$6.35M -$80.1K -6,465 -1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$5.06M +$247K +19,932 +5%
MCP
13
Moab Capital Partners
New York
$4.87M +$1.45M +116,896 +42%
AQR Capital Management
14
AQR Capital Management
Connecticut
$3.28M -$497K -40,141 -13%
Prudential Financial
15
Prudential Financial
New Jersey
$3.09M -$882K -71,197 -22%
QBFM
16
QS Batterymarch Financial Management
New York
$2.95M -$222K -17,946 -7%
Norges Bank
17
Norges Bank
Norway
$2.9M – – –
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.78M +$31.3K +2,530 +1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.62M -$338K -27,317 -11%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$2.28M -$3.31K -267 -0.1%
TC
21
TFS Capital
Pennsylvania
$2.23M -$426K -34,395 -16%
Bessemer Group
22
Bessemer Group
New Jersey
$2.07M – – –
PPA
23
Parametric Portfolio Associates
Washington
$1.98M -$136K -10,987 -6%
MLIM
24
Mountain Lake Investment Management
Florida
$1.95M +$571K +46,099 +41%
Charles Schwab
25
Charles Schwab
California
$1.72M +$211K +17,070 +14%
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