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NACCO Industries
NC

Overview Fund Activity

91 hedge funds and large institutions have $250M invested in NACCO Industries in 2017 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
32
Reduced
33
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$19.5M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.58M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$2.67M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2M
5
MAM
Martingale Asset Management
Massachusetts
+$1.19M

Top Sellers

1
JIR
James Investment Research
Ohio
-$4.35M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.17M
3
State Street
State Street
Massachusetts
-$1.3M
4
PAM
Panagora Asset Management
Massachusetts
-$1.2M
5
CCA
Catalyst Capital Advisors
New York
-$634K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$44.6M +$1.14M +71,327 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$31M -$30.2K -1,896 -0.1%
ZIG
3
Zuckerman Investment Group
Illinois
$24.4M +$1.07M +66,845 +5%
BlackRock
4
BlackRock
New York
$19.5M +$19.5M +1,220,361 +27,856%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$15.6M -$2.17M -136,120 -12%
Vanguard Group
6
Vanguard Group
Pennsylvania
$14.3M +$3.58M +224,711 +34%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$14.1M +$2M +125,690 +17%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$8.86M +$85K +5,332 +1%
OCM
9
Oaktree Capital Management
California
$6.84M – – –
State Street
10
State Street
Massachusetts
$5.89M -$1.3M -81,369 -18%
Renaissance Technologies
11
Renaissance Technologies
New York
$5.17M +$907K +56,910 +21%
AQR Capital Management
12
AQR Capital Management
Connecticut
$3.77M +$514K +32,246 +16%
Northern Trust
13
Northern Trust
Illinois
$3.61M +$50.6K +3,169 +1%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$2.67M +$2.67M +167,657 New
MAM
15
Martingale Asset Management
Massachusetts
$2.61M +$1.19M +74,851 +84%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.48M +$176K +11,043 +8%
KTA
17
Keeley-Teton Advisors
Illinois
$2.42M +$2.42M +151,952 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.41M +$58.2K +3,651 +2%
CCMH
19
Cornerstone Capital Management Holdings
New York
$2.1M -$321K -20,121 -13%
LSV Asset Management
20
LSV Asset Management
Illinois
$1.92M -$181K -11,380 -9%
BCM
21
Bridgeway Capital Management
Texas
$1.79M -$3.49K -219 -0.2%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.74M -$27.9K -1,750 -2%
JIR
23
James Investment Research
Ohio
$1.74M -$4.35M -272,674 -71%
Morgan Stanley
24
Morgan Stanley
New York
$1.63M -$222K -13,905 -12%
Charles Schwab
25
Charles Schwab
California
$1.6M +$95.1K +5,962 +6%
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