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NACCO Industries
NC

Overview Fund Activity

72 hedge funds and large institutions have $154M invested in NACCO Industries in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-11
Holders Change %
-13.25%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
–
Increased
23
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TC
TFS Capital
Pennsylvania
+$1.84M
2
JIR
James Investment Research
Ohio
+$1.72M
3
Renaissance Technologies
Renaissance Technologies
New York
+$784K
4
UBS Group
UBS Group
Switzerland
+$558K
5
KAM
Keeley Asset Management
Illinois
+$529K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$6.32M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.81M
3
Artisan Partners
Artisan Partners
Wisconsin
-$738K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$617K
5
BIM
Bogle Investment Management
Massachusetts
-$617K
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIG
1
Zuckerman Investment Group
Illinois
$23.8M -$452K -41,652 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$21.2M -$617K -56,805 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$14.7M – – –
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$12.4M -$143K -13,131 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.66M +$14.7K +1,357 +0.2%
LSV Asset Management
6
LSV Asset Management
Illinois
$7.29M -$3.81M -350,926 -34%
BIT
7
BlackRock Institutional Trust
California
$6.34M -$63.7K -5,861 -1%
Artisan Partners
8
Artisan Partners
Wisconsin
$6.23M -$738K -67,948 -11%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$6.06M +$363K +33,453 +6%
State Street
10
State Street
Massachusetts
$4.99M -$123K -11,328 -2%
BFA
11
BlackRock Fund Advisors
California
$4.95M -$71.3K -6,561 -1%
TC
12
TFS Capital
Pennsylvania
$4.26M +$1.84M +169,201 +76%
Northern Trust
13
Northern Trust
Illinois
$3.96M -$6.32M -581,410 -61%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.07M +$784K +72,185 +61%
KAM
15
Keeley Asset Management
Illinois
$1.93M +$529K +48,716 +38%
JIR
16
James Investment Research
Ohio
$1.73M +$1.72M +158,229 +27,187%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.67M -$254K -23,399 -13%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.45M +$13.1K +1,208 +0.9%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$1.35M -$352K -32,434 -21%
PPA
20
Parametric Portfolio Associates
Washington
$1.23M -$62.1K -5,721 -5%
UBS Group
21
UBS Group
Switzerland
$1.06M +$558K +51,377 +112%
BCM
22
Bridgeway Capital Management
Texas
$984K – – –
Invesco
23
Invesco
Georgia
$962K -$4.94K -455 -0.5%
Deutsche Bank
24
Deutsche Bank
Germany
$948K +$424K +39,096 +81%
CCMH
25
Cornerstone Capital Management Holdings
New York
$937K +$119K +10,943 +15%
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