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NACCO Industries
NC

Overview Fund Activity

76 hedge funds and large institutions have $185M invested in NACCO Industries in 2015 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
25
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$3.75M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.09M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$1.55M
4
Renaissance Technologies
Renaissance Technologies
New York
+$696K
5
Northern Trust
Northern Trust
Illinois
+$474K

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$5.13M
2
MLIM
Mountain Lake Investment Management
Florida
-$2.55M
3
CFA
Camarda Financial Advisors
Florida
-$826K
4
QI
QS Investors
New York
-$529K
5
LSV Asset Management
LSV Asset Management
Illinois
-$316K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
1
Zuckerman Investment Group
Illinois
$26.2M -$73.9K -6,106 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$25.1M +$249K +20,580 +1%
LSV Asset Management
3
LSV Asset Management
Illinois
$20.6M -$316K -26,109 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$16.4M – – –
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$13.8M +$3.75M +309,914 +37%
Northern Trust
6
Northern Trust
Illinois
$11.5M +$474K +39,179 +4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$10.8M +$2.09M +172,992 +24%
Artisan Partners
8
Artisan Partners
Wisconsin
$9.19M -$5.13M -423,877 -36%
BIT
9
BlackRock Institutional Trust
California
$7.71M -$9.7K -801 -0.1%
BFA
10
BlackRock Fund Advisors
California
$6.53M -$95.7K -7,909 -1%
State Street
11
State Street
Massachusetts
$5.63M +$27.7K +2,289 +0.5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.09M -$120K -9,887 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.62M – – –
KAM
14
Keeley Asset Management
Illinois
$1.55M -$42.4K -3,502 -3%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.55M +$1.55M +128,097 New
PPA
16
Parametric Portfolio Associates
Washington
$1.47M -$48.4K -4,000 -3%
Invesco
17
Invesco
Georgia
$1.2M +$177K +14,619 +17%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.14M +$696K +57,496 +156%
TCIM
19
TIAA CREF Investment Management
New York
$1.12M +$40.6K +3,353 +4%
BCM
20
Bridgeway Capital Management
Texas
$1.1M +$5.3K +438 +0.5%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$1.05M +$21.2K +1,751 +2%
TC
22
TFS Capital
Pennsylvania
$979K +$55.5K +4,583 +6%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$920K – – –
Charles Schwab
24
Charles Schwab
California
$853K +$31.5K +2,605 +4%
Prudential Financial
25
Prudential Financial
New Jersey
$804K -$117K -9,629 -13%
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