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NACCO Industries
NC

Overview Fund Activity

95 hedge funds and large institutions have $318M invested in NACCO Industries in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-2
Holders Change %
-2.06%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
34
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
BlackRock Fund Advisors
California
+$1.72M
2
JIR
James Investment Research
Ohio
+$1.52M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.44M
4
CEP
Chicago Equity Partners
Illinois
+$1.36M
5
Morgan Stanley
Morgan Stanley
New York
+$1.21M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.07M
2
OCM
Oaktree Capital Management
California
-$6.02M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.96M
4
CFMC
Curbstone Financial Management Corp
New Hampshire
-$1.59M
5
ZIG
Zuckerman Investment Group
Illinois
-$610K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$56.4M +$156K +7,564 +0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$40.3M -$98.1K -4,740 -0.2%
ZIG
3
Zuckerman Investment Group
Illinois
$30.3M -$610K -29,479 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$23M -$6.07M -293,237 -21%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$15.7M +$518K +25,049 +3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$13.9M +$472K +22,830 +4%
BIT
7
BlackRock Institutional Trust
California
$12.1M +$15.8K +766 +0.1%
BFA
8
BlackRock Fund Advisors
California
$11.6M +$1.72M +83,211 +17%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$11.4M +$1.44M +69,611 +14%
State Street
10
State Street
Massachusetts
$9.33M +$101K +4,881 +1%
OCM
11
Oaktree Capital Management
California
$8.87M -$6.02M -291,070 -40%
JIR
12
James Investment Research
Ohio
$7.9M +$1.52M +73,507 +24%
Renaissance Technologies
13
Renaissance Technologies
New York
$5.52M +$561K +27,137 +11%
Northern Trust
14
Northern Trust
Illinois
$4.62M -$588K -28,407 -11%
AQR Capital Management
15
AQR Capital Management
Connecticut
$4.23M -$419K -20,257 -9%
PAM
16
Panagora Asset Management
Massachusetts
$3.25M +$74K +3,576 +2%
CCMH
17
Cornerstone Capital Management Holdings
New York
$3.15M -$335K -16,195 -10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.05M +$63.3K +3,059 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.98M +$256K +12,365 +9%
LSV Asset Management
20
LSV Asset Management
Illinois
$2.73M -$263K -12,694 -9%
KAM
21
Keeley Asset Management
Illinois
$2.63M -$133K -6,434 -5%
Morgan Stanley
22
Morgan Stanley
New York
$2.4M +$1.21M +58,577 +102%
BCM
23
Bridgeway Capital Management
Texas
$2.33M +$4.53K +219 +0.2%
AllianceBernstein
24
AllianceBernstein
Tennessee
$2.29M -$81.5K -3,940 -3%
Charles Schwab
25
Charles Schwab
California
$1.95M +$114K +5,519 +6%
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