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NACCO Industries
NC

Overview Fund Activity

80 hedge funds and large institutions have $208M invested in NACCO Industries in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
19
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QI
QS Investors
New York
+$1.32M
2
Two Sigma Investments
Two Sigma Investments
New York
+$682K
3
BFA
BlackRock Fund Advisors
California
+$680K
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$570K
5
CFA
Camarda Financial Advisors
Florida
+$363K

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$3.9M
2
Bessemer Group
Bessemer Group
New Jersey
-$1.89M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.43M
4
Artisan Partners
Artisan Partners
Wisconsin
-$1.3M
5
Goldman Sachs
Goldman Sachs
New York
-$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
1
Zuckerman Investment Group
Illinois
$29.4M -$227K -16,716 -0.8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.9M +$237K +17,495 +0.9%
LSV Asset Management
3
LSV Asset Management
Illinois
$23.4M -$65.3K -4,815 -0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$18.4M – – –
Artisan Partners
5
Artisan Partners
Wisconsin
$16M -$1.3M -96,080 -8%
Northern Trust
6
Northern Trust
Illinois
$12.4M -$313K -23,093 -2%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$11.2M -$45.9K -3,384 -0.4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$9.71M +$24.3K +1,795 +0.3%
BIT
9
BlackRock Institutional Trust
California
$8.65M -$611K -45,070 -7%
BFA
10
BlackRock Fund Advisors
California
$7.42M +$680K +50,173 +10%
State Street
11
State Street
Massachusetts
$6.29M -$43.6K -3,213 -0.7%
MLIM
12
Mountain Lake Investment Management
Florida
$2.55M -$133K -9,809 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.48M -$198K -14,571 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.81M +$21K +1,550 +1%
KAM
15
Keeley Asset Management
Illinois
$1.79M -$65.3K -4,814 -4%
PPA
16
Parametric Portfolio Associates
Washington
$1.7M -$180K -13,285 -10%
QI
17
QS Investors
New York
$1.32M +$1.32M +97,323 New
BCM
18
Bridgeway Capital Management
Texas
$1.22M – – –
TCIM
19
TIAA CREF Investment Management
New York
$1.21M -$65K -4,793 -5%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$1.16M -$1.43M -105,587 -55%
Invesco
21
Invesco
Georgia
$1.14M +$11.5K +845 +1%
TC
22
TFS Capital
Pennsylvania
$1.04M -$399K -29,396 -28%
Prudential Financial
23
Prudential Financial
New Jersey
$1.03M -$523K -38,518 -34%
Two Sigma Investments
24
Two Sigma Investments
New York
$1M +$682K +50,309 +213%
Charles Schwab
25
Charles Schwab
California
$921K -$53.7K -3,957 -6%
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