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NACCO Industries
NC

Overview Fund Activity

75 hedge funds and large institutions have $113M invested in NACCO Industries in 2018 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
24
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$1.31M
2
BPM
Bowling Portfolio Management
Ohio
+$830K
3
PAM
Panagora Asset Management
Massachusetts
+$704K
4
Invesco
Invesco
Georgia
+$539K
5
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$402K

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.2M
2
Morgan Stanley
Morgan Stanley
New York
-$818K
3
JIR
James Investment Research
Ohio
-$674K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$513K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$483K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
1
PNC Financial Services Group
Pennsylvania
$17.3M +$33.2K +983 +0.2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.1M +$71.5K +2,119 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$11.5M +$33.8K +1,000 +0.3%
BlackRock
4
BlackRock
New York
$9.38M -$50.1K -1,484 -0.5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.3M +$130K +3,845 +2%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.01M +$1.31M +38,800 +23%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$5.65M +$84.1K +2,492 +2%
State Street
8
State Street
Massachusetts
$4.4M -$140K -4,136 -3%
American Century Companies
9
American Century Companies
Missouri
$3.26M – – –
BCM
10
Bridgeway Capital Management
Texas
$2.9M – – –
PAM
11
Panagora Asset Management
Massachusetts
$2.86M +$704K +20,842 +33%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.83M -$1.2M -35,638 -40%
Northern Trust
13
Northern Trust
Illinois
$1.77M -$140K -4,161 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.73M +$58.5K +1,735 +3%
JIR
15
James Investment Research
Ohio
$1.54M -$674K -19,985 -30%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.36M -$112K -3,316 -8%
CFMC
17
Curbstone Financial Management Corp
New Hampshire
$1.31M – – –
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.23M -$27K -800 -2%
UBS Group
19
UBS Group
Switzerland
$921K +$49.7K +1,473 +6%
Invesco
20
Invesco
Georgia
$902K +$539K +15,953 +148%
Morgan Stanley
21
Morgan Stanley
New York
$867K -$818K -24,244 -49%
Charles Schwab
22
Charles Schwab
California
$859K +$25.5K +756 +3%
BPM
23
Bowling Portfolio Management
Ohio
$830K +$830K +24,584 New
MERSOM
24
Municipal Employees' Retirement System of Michigan
Michigan
$804K – – –
SO
25
STRS Ohio
Ohio
$641K +$115K +3,400 +22%
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