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NACCO Industries
NC

Overview Fund Activity

83 hedge funds and large institutions have $207M invested in NACCO Industries in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
27
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$6.07M
2
TC
TFS Capital
Pennsylvania
+$1.97M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.61M
4
ZIG
Zuckerman Investment Group
Illinois
+$978K
5
BIM
Bogle Investment Management
Massachusetts
+$617K

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$9.44M
2
Artisan Partners
Artisan Partners
Wisconsin
-$1.63M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$1.55M
4
BFA
BlackRock Fund Advisors
California
-$1.07M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$874K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
1
Zuckerman Investment Group
Illinois
$31M +$978K +70,431 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.9M -$874K -62,967 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$18.8M – – –
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$16M +$237K +17,070 +2%
LSV Asset Management
5
LSV Asset Management
Illinois
$14.2M -$9.44M -680,111 -40%
Northern Trust
6
Northern Trust
Illinois
$13.1M -$66.3K -4,776 -0.5%
Vanguard Group
7
Vanguard Group
Pennsylvania
$12.3M -$12.1K -871 -0.1%
Artisan Partners
8
Artisan Partners
Wisconsin
$8.91M -$1.63M -117,339 -15%
BIT
9
BlackRock Institutional Trust
California
$8.18M -$656K -47,223 -7%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$7.28M +$6.07M +437,403 +502%
State Street
11
State Street
Massachusetts
$6.52M +$60.6K +4,369 +0.9%
BFA
12
BlackRock Fund Advisors
California
$6.42M -$1.07M -76,864 -14%
TC
13
TFS Capital
Pennsylvania
$3.09M +$1.97M +141,561 +175%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.46M +$58.1K +4,184 +2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$2.17M +$1.61M +115,641 +284%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.84M -$15.4K -1,108 -0.8%
KAM
17
Keeley Asset Management
Illinois
$1.79M +$11.2K +810 +0.6%
PPA
18
Parametric Portfolio Associates
Washington
$1.65M -$36.9K -2,661 -2%
Renaissance Technologies
19
Renaissance Technologies
New York
$1.65M +$337K +24,310 +26%
BCM
20
Bridgeway Capital Management
Texas
$1.26M – – –
Invesco
21
Invesco
Georgia
$1.24M -$136K -9,813 -10%
Two Sigma Investments
22
Two Sigma Investments
New York
$1.05M +$378K +27,242 +56%
CCMH
23
Cornerstone Capital Management Holdings
New York
$1.05M +$407K +29,321 +64%
CFMC
24
Curbstone Financial Management Corp
New Hampshire
$1.02M +$116K +8,347 +13%
Charles Schwab
25
Charles Schwab
California
$1M +$23K +1,658 +2%
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