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NACCO Industries
NC

Overview Fund Activity

97 hedge funds and large institutions have $200M invested in NACCO Industries in 2016 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
32
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.83M
2
JIR
James Investment Research
Ohio
+$1.36M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.13M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$1.04M
5
MAM
Martingale Asset Management
Massachusetts
+$975K

Top Sellers

1
ZIG
Zuckerman Investment Group
Illinois
-$3.4M
2
HRCM
Hawk Ridge Capital Management
California
-$2.41M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.55M
4
TC
TFS Capital
Pennsylvania
-$1.36M
5
Artisan Partners
Artisan Partners
Wisconsin
-$742K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$35M +$929K +72,627 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$24.9M +$870K +68,019 +4%
ZIG
3
Zuckerman Investment Group
Illinois
$19.2M -$3.4M -265,671 -15%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$18.5M -$15.2K -1,186 -0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.47M -$235K -18,383 -2%
OCM
6
Oaktree Capital Management
California
$9.21M +$560K +43,770 +6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$9.06M +$7K +547 +0.1%
BIT
8
BlackRock Institutional Trust
California
$7.44M -$102K -7,940 -1%
BFA
9
BlackRock Fund Advisors
California
$5.69M -$311K -24,284 -5%
State Street
10
State Street
Massachusetts
$5.67M -$191K -14,948 -3%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$4.61M +$3.83M +299,392 +496%
Northern Trust
12
Northern Trust
Illinois
$3.29M +$38.1K +2,980 +1%
Renaissance Technologies
13
Renaissance Technologies
New York
$2.88M +$353K +27,575 +14%
JIR
14
James Investment Research
Ohio
$2.26M +$1.36M +106,291 +152%
AQR Capital Management
15
AQR Capital Management
Connecticut
$2.2M +$1.04M +81,019 +89%
CFMC
16
Curbstone Financial Management Corp
New Hampshire
$1.96M +$47.2K +3,686 +2%
LSV Asset Management
17
LSV Asset Management
Illinois
$1.85M -$29.7K -2,319 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$1.83M +$84.9K +6,636 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.8M +$131K +10,221 +8%
KAM
20
Keeley Asset Management
Illinois
$1.71M -$196K -15,320 -10%
Fuller & Thaler Asset Management
21
Fuller & Thaler Asset Management
California
$1.62M – – –
CCMH
22
Cornerstone Capital Management Holdings
New York
$1.5M +$291K +22,760 +24%
BCM
23
Bridgeway Capital Management
Texas
$1.44M – – –
PAM
24
Panagora Asset Management
Massachusetts
$1.4M +$450K +35,218 +47%
PPA
25
Parametric Portfolio Associates
Washington
$1.34M -$109K -8,518 -8%
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