NC icon

NACCO Industries
NC

Overview Fund Activity

87 hedge funds and large institutions have $199M invested in NACCO Industries in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+13
Holders Change %
+17.57%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
18
Increased
34
Reduced
24
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OCM
Oaktree Capital Management
California
+$8.87M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$4.31M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$1.6M
4
HRCM
Hawk Ridge Capital Management
California
+$1.44M
5
Millennium Management
Millennium Management
New York
+$1.42M

Top Sellers

1
Artisan Partners
Artisan Partners
Wisconsin
-$5.6M
2
LSV Asset Management
LSV Asset Management
Illinois
-$3.52M
3
ZIG
Zuckerman Investment Group
Illinois
-$3.25M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.82M
5
TC
TFS Capital
Pennsylvania
-$838K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$34.9M +$4.31M +328,271 +14%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.6M -$690K -52,599 -3%
ZIG
3
Zuckerman Investment Group
Illinois
$23.1M -$3.25M -247,975 -12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$19M +$630K +47,994 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.95M -$1.82M -138,922 -15%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$9.28M +$300K +22,870 +3%
OCM
7
Oaktree Capital Management
California
$8.87M +$8.87M +676,246 New
BIT
8
BlackRock Institutional Trust
California
$7.73M +$43.2K +3,292 +0.6%
BFA
9
BlackRock Fund Advisors
California
$6.15M -$42.8K -3,261 -0.7%
State Street
10
State Street
Massachusetts
$6.02M -$205K -15,660 -3%
Northern Trust
11
Northern Trust
Illinois
$3.24M +$48.4K +3,799 +2%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.59M -$80.4K -6,128 -3%
HRCM
13
Hawk Ridge Capital Management
California
$2.41M +$1.44M +109,767 +148%
CFMC
14
Curbstone Financial Management Corp
New Hampshire
$1.96M -$13.9K -1,059 -0.7%
KAM
15
Keeley Asset Management
Illinois
$1.95M -$136K -10,373 -7%
LSV Asset Management
16
LSV Asset Management
Illinois
$1.93M -$3.52M -268,083 -65%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$1.71M +$148K +11,305 +10%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$1.67M +$1.6M +122,100 +2,536%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$1.55M -$79.6K -6,071 -5%
PPA
20
Parametric Portfolio Associates
Washington
$1.49M +$54.4K +4,150 +4%
BCM
21
Bridgeway Capital Management
Texas
$1.48M – – –
Millennium Management
22
Millennium Management
New York
$1.42M +$1.42M +107,880 New
TC
23
TFS Capital
Pennsylvania
$1.36M -$838K -63,904 -38%
CCMH
24
Cornerstone Capital Management Holdings
New York
$1.24M -$91.8K -7,003 -7%
AQR Capital Management
25
AQR Capital Management
Connecticut
$1.2M +$205K +15,643 +21%
1
2 3 4