NC icon

NACCO Industries
NC

Overview Fund Activity

87 hedge funds and large institutions have $304M invested in NACCO Industries in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
+1
Holders Change %
+1.16%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
28
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.37M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
+$1.62M
3
OAM
Oxford Asset Management
United Kingdom
+$1.51M
4
Two Sigma Investments
Two Sigma Investments
New York
+$910K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$590K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$8.63M
2
OCM
Oaktree Capital Management
California
-$3.29M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.1M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$835K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$723K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$46.1M -$8.63M -440,453 -16%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$38.2M +$80.8K +4,123 +0.2%
ZIG
3
Zuckerman Investment Group
Illinois
$31.9M +$108K +5,502 +0.3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$29.2M +$4.37M +223,170 +18%
BlackRock
5
BlackRock
New York
$24.2M +$21.7K +1,107 +0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.9M +$590K +30,087 +3%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$16.3M -$2.1M -103,678 -11%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$9.7M -$835K -42,592 -8%
Renaissance Technologies
9
Renaissance Technologies
New York
$8.16M +$566K +28,888 +7%
State Street
10
State Street
Massachusetts
$7.29M -$158K -8,058 -2%
JIR
11
James Investment Research
Ohio
$5.72M -$232K -11,858 -4%
AQR Capital Management
12
AQR Capital Management
Connecticut
$4.75M -$326K -16,646 -6%
Northern Trust
13
Northern Trust
Illinois
$4.65M -$98.2K -5,012 -2%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$3.19M – – –
CFMC
15
Curbstone Financial Management Corp
New Hampshire
$3.18M +$1.62M +82,463 +103%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$2.86M -$33.9K -1,729 -1%
KTA
17
Keeley-Teton Advisors
Illinois
$2.71M -$42.9K -2,189 -2%
BCM
18
Bridgeway Capital Management
Texas
$2.53M -$4.27K -218 -0.2%
CCMH
19
Cornerstone Capital Management Holdings
New York
$2.45M +$154K +7,878 +7%
MAM
20
Martingale Asset Management
Massachusetts
$2.41M -$240K -12,255 -9%
Charles Schwab
21
Charles Schwab
California
$1.99M +$100K +5,104 +5%
LSV Asset Management
22
LSV Asset Management
Illinois
$1.95M – – –
Deutsche Bank
23
Deutsche Bank
Germany
$1.84M +$281K +14,343 +18%
Morgan Stanley
24
Morgan Stanley
New York
$1.8M +$159K +8,128 +10%
OAM
25
Oxford Asset Management
United Kingdom
$1.51M +$1.51M +76,895 New
1
2 3 4