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NACCO Industries
NC

Overview Fund Activity

73 hedge funds and large institutions have $144M invested in NACCO Industries in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+1
Holders Change %
+1.39%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$7.36M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.48M
3
Wells Fargo
Wells Fargo
California
+$1.06M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$950K
5
MSL
Mackay Shields LLC
New York
+$838K

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$5.71M
2
State Street
State Street
Massachusetts
-$1.72M
3
KCM
Kennedy Capital Management
Missouri
-$1.01M
4
PPA
Parametric Portfolio Associates
Washington
-$458K
5
Vanguard Group
Vanguard Group
Pennsylvania
-$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$26.6M +$7.36M +141,752 +38%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$23.7M +$293K +5,643 +1%
Renaissance Technologies
3
Renaissance Technologies
New York
$15.2M +$1.48M +28,544 +11%
BlackRock
4
BlackRock
New York
$14.7M -$97.9K -1,885 -0.7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.54M -$390K -7,502 -4%
American Century Companies
6
American Century Companies
Missouri
$5.45M +$215K +4,148 +4%
LSV Asset Management
7
LSV Asset Management
Illinois
$4.72M +$275K +5,300 +6%
BCM
8
Bridgeway Capital Management
Texas
$4.68M -$140K -2,700 -3%
PAM
9
Panagora Asset Management
Massachusetts
$4.22M -$5.82K -112 -0.1%
State Street
10
State Street
Massachusetts
$4.01M -$1.72M -33,030 -30%
Northern Trust
11
Northern Trust
Illinois
$3.01M +$52.5K +1,010 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.52M +$199K +3,839 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$2.5M +$13.1K +253 +0.5%
CFMC
14
Curbstone Financial Management Corp
New Hampshire
$1.85M -$156K -3,000 -8%
Wells Fargo
15
Wells Fargo
California
$1.5M +$1.06M +20,504 +246%
Charles Schwab
16
Charles Schwab
California
$1.21M +$10.2K +196 +0.8%
Invesco
17
Invesco
Georgia
$1.16M -$120K -2,302 -9%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$1.02M -$115K -2,215 -10%
Deutsche Bank
19
Deutsche Bank
Germany
$977K -$53.6K -1,034 -5%
JIR
20
James Investment Research
Ohio
$970K -$158K -3,033 -14%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$950K +$950K +18,303 New
Prudential Financial
22
Prudential Financial
New Jersey
$946K +$935 +18 +0.1%
ZIM
23
ZPR Investment Management
Florida
$844K +$221K +4,258 +36%
MSL
24
Mackay Shields LLC
New York
$838K +$838K +16,125 New
JIC
25
Johnson Investment Counsel
Ohio
$779K – – –
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