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NACCO Industries
NC

Overview Fund Activity

74 hedge funds and large institutions have $141M invested in NACCO Industries in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
25
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$11.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.22M
3
CFMC
Curbstone Financial Management Corp
New Hampshire
+$737K
4
HRCM
Hawk Ridge Capital Management
California
+$716K
5
Morgan Stanley
Morgan Stanley
New York
+$715K

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$2.47M
2
TC
TFS Capital
Pennsylvania
-$2.16M
3
ZIG
Zuckerman Investment Group
Illinois
-$1.75M
4
JIR
James Investment Research
Ohio
-$1.48M
5
Northern Trust
Northern Trust
Illinois
-$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$22.5M +$11.5M +1,190,255 +104%
ZIG
2
Zuckerman Investment Group
Illinois
$19.4M -$1.75M -181,461 -8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$18.6M -$229K -23,710 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.5M +$422K +43,770 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$8.65M +$73.4K +7,616 +0.9%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$6.6M +$1.22M +126,933 +23%
BIT
7
BlackRock Institutional Trust
California
$5.65M +$21.1K +2,184 +0.4%
Artisan Partners
8
Artisan Partners
Wisconsin
$4.66M -$871K -90,350 -16%
State Street
9
State Street
Massachusetts
$4.57M +$150K +15,586 +3%
BFA
10
BlackRock Fund Advisors
California
$4.55M +$158K +16,374 +4%
LSV Asset Management
11
LSV Asset Management
Illinois
$4M -$2.47M -256,523 -38%
Northern Trust
12
Northern Trust
Illinois
$2.41M -$1.1M -114,414 -31%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.96M +$123K +12,773 +7%
TC
14
TFS Capital
Pennsylvania
$1.62M -$2.16M -223,975 -57%
KAM
15
Keeley Asset Management
Illinois
$1.54M -$177K -18,340 -10%
CFMC
16
Curbstone Financial Management Corp
New Hampshire
$1.45M +$737K +76,400 +103%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.3M +$6.92K +718 +0.5%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$1.2M +$424 +44 +0%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.15M -$334K -34,609 -23%
BCM
20
Bridgeway Capital Management
Texas
$1.09M +$211K +21,885 +24%
PPA
21
Parametric Portfolio Associates
Washington
$1.05M -$37K -3,839 -3%
CCMH
22
Cornerstone Capital Management Holdings
New York
$977K +$146K +15,096 +18%
Morgan Stanley
23
Morgan Stanley
New York
$945K +$715K +74,133 +311%
Invesco
24
Invesco
Georgia
$863K +$8.56K +888 +1%
Charles Schwab
25
Charles Schwab
California
$753K +$23K +2,381 +3%
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