NC icon

NACCO Industries
NC

Overview Fund Activity

97 hedge funds and large institutions have $245M invested in NACCO Industries in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
–
Holders Change %
0%
% 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
7
Increased
35
Reduced
28
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JIR
James Investment Research
Ohio
+$2.05M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.87M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$815K
4
AllianceBernstein
AllianceBernstein
Tennessee
+$797K
5
CCMH
Cornerstone Capital Management Holdings
New York
+$795K

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$1.87M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$1.43M
3
Millennium Management
Millennium Management
New York
-$699K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$666K
5
BIM
Bogle Investment Management
Massachusetts
-$637K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$42.2M -$200K -12,864 -0.5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$30.3M +$107K +6,920 +0.4%
ZIG
3
Zuckerman Investment Group
Illinois
$23.2M -$58.5K -3,768 -0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$21.8M -$666K -42,895 -3%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$11.4M +$374K +24,109 +3%
OCM
6
Oaktree Capital Management
California
$11.2M – – –
Vanguard Group
7
Vanguard Group
Pennsylvania
$10.1M -$1.43M -91,886 -12%
BIT
8
BlackRock Institutional Trust
California
$9.07M +$46.3K +2,985 +0.5%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$7.46M +$1.87M +120,652 +34%
BFA
10
BlackRock Fund Advisors
California
$7.39M +$487K +31,379 +7%
State Street
11
State Street
Massachusetts
$6.93M +$37.9K +2,442 +0.6%
JIR
12
James Investment Research
Ohio
$4.78M +$2.05M +131,940 +75%
Northern Trust
13
Northern Trust
Illinois
$3.91M -$80.2K -5,164 -2%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.72M +$231K +14,882 +7%
AQR Capital Management
15
AQR Capital Management
Connecticut
$3.49M +$815K +52,493 +30%
CCMH
16
Cornerstone Capital Management Holdings
New York
$2.61M +$795K +51,211 +44%
CFMC
17
Curbstone Financial Management Corp
New Hampshire
$2.43M +$49.5K +3,186 +2%
PAM
18
Panagora Asset Management
Massachusetts
$2.38M +$680K +43,778 +40%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.24M +$21.1K +1,361 +1%
LSV Asset Management
20
LSV Asset Management
Illinois
$2.24M – – –
KAM
21
Keeley Asset Management
Illinois
$2.08M – – –
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.05M -$131K -8,439 -6%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$1.96M +$590K +38,027 +43%
AllianceBernstein
24
AllianceBernstein
Tennessee
$1.78M +$797K +51,299 +81%
MAM
25
Martingale Asset Management
Massachusetts
$1.77M +$585K +37,642 +49%
1
2 3 4 5