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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 %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$23.5M +$96.9K +8,378 +0.4%
ZIG
2
Zuckerman Investment Group
Illinois
$22M +$5.84M +505,316 +36%
LSV Asset Management
3
LSV Asset Management
Illinois
$20.3M -$747K -64,605 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$15.7M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$10M +$153K +13,232 +2%
Artisan Partners
6
Artisan Partners
Wisconsin
$9.45M +$3.06M +264,812 +48%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$9.44M – – –
Northern Trust
8
Northern Trust
Illinois
$9.29M -$1.38M -119,409 -13%
BIT
9
BlackRock Institutional Trust
California
$8.49M +$33.3K +2,876 +0.4%
BFA
10
BlackRock Fund Advisors
California
$6.07M +$150K +13,017 +3%
State Street
11
State Street
Massachusetts
$5.47M -$2.16M -186,600 -28%
Norges Bank
12
Norges Bank
Norway
$5.41M +$2.7M +233,855 +100%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$4.14M -$581K -50,221 -12%
MCP
14
Moab Capital Partners
New York
$3.8M -$751K -64,976 -17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.43M -$16.2K -1,405 -0.7%
QBFM
16
QS Batterymarch Financial Management
New York
$2.38M -$367K -31,737 -13%
Prudential Financial
17
Prudential Financial
New Jersey
$2.26M -$632K -54,668 -22%
MLIM
18
Mountain Lake Investment Management
Florida
$2.23M +$405K +35,011 +22%
AQR Capital Management
19
AQR Capital Management
Connecticut
$1.94M -$1.12M -96,601 -37%
Bessemer Group
20
Bessemer Group
New Jersey
$1.93M – – –
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1.89M -$232K -20,108 -11%
PPA
22
Parametric Portfolio Associates
Washington
$1.83M -$12.3K -1,063 -0.7%
KAM
23
Keeley Asset Management
Illinois
$1.58M +$469K +40,601 +42%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$1.53M -$1.07M -92,237 -41%
TC
25
TFS Capital
Pennsylvania
$1.47M -$616K -53,272 -30%
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