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NACCO Industries
NC

Overview Fund Activity

86 hedge funds and large institutions have $258M invested in NACCO Industries in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-5
Holders Change %
-5.49%
% of All Funds
2.15%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
32
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.75M
2
JIR
James Investment Research
Ohio
+$3.15M
3
ZIG
Zuckerman Investment Group
Illinois
+$1.51M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.03M
5
Deutsche Bank
Deutsche Bank
Germany
+$954K

Top Sellers

1
OCM
Oaktree Capital Management
California
-$3.66M
2
CEP
Chicago Equity Partners
Illinois
-$1.05M
3
Millennium Management
Millennium Management
New York
-$870K
4
HRCM
Hawk Ridge Capital Management
California
-$645K
5
Two Sigma Investments
Two Sigma Investments
New York
-$492K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$45.2M -$124K -7,638 -0.3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$31.4M -$70.9K -4,381 -0.2%
ZIG
3
Zuckerman Investment Group
Illinois
$26.3M +$1.51M +93,256 +6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$20.5M +$4.75M +293,390 +30%
BlackRock
5
BlackRock
New York
$20M +$126K +7,782 +0.6%
Vanguard Group
6
Vanguard Group
Pennsylvania
$15.1M +$615K +37,997 +4%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$14.6M +$351K +21,688 +2%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$8.7M -$290K -17,929 -3%
Renaissance Technologies
9
Renaissance Technologies
New York
$6.27M +$1.03M +63,458 +20%
State Street
10
State Street
Massachusetts
$6.14M +$163K +10,054 +3%
JIR
11
James Investment Research
Ohio
$4.92M +$3.15M +194,694 +179%
AQR Capital Management
12
AQR Capital Management
Connecticut
$4.19M +$358K +22,108 +9%
Northern Trust
13
Northern Trust
Illinois
$3.92M +$252K +15,591 +7%
OCM
14
Oaktree Capital Management
California
$3.29M -$3.66M -225,985 -53%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$2.64M -$77K -4,754 -3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.51M +$57.9K +3,580 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.39M -$124K -7,673 -5%
KTA
18
Keeley-Teton Advisors
Illinois
$2.28M -$184K -11,380 -7%
MAM
19
Martingale Asset Management
Massachusetts
$2.19M -$461K -28,464 -17%
BCM
20
Bridgeway Capital Management
Texas
$2.09M +$272K +16,829 +15%
CCMH
21
Cornerstone Capital Management Holdings
New York
$1.89M -$241K -14,881 -11%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.77M – – –
LSV Asset Management
23
LSV Asset Management
Illinois
$1.61M -$340K -21,009 -17%
Charles Schwab
24
Charles Schwab
California
$1.56M -$59.8K -3,695 -4%
Morgan Stanley
25
Morgan Stanley
New York
$1.36M -$299K -18,458 -18%
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