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NACCO Industries
NC

Overview Fund Activity

77 hedge funds and large institutions have $182M invested in NACCO Industries in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+4
Holders Change %
+5.48%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
22
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$9.73M
2
Renaissance Technologies
Renaissance Technologies
New York
+$1.28M
3
MAM
Martingale Asset Management
Massachusetts
+$1.04M
4
Bessemer Group
Bessemer Group
New Jersey
+$594K
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$451K

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$5.45M
2
Deutsche Bank
Deutsche Bank
Germany
-$787K
3
ZIM
ZPR Investment Management
Florida
-$764K
4
BFM
Boothbay Fund Management
New York
-$642K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$379K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$42.5M +$9.73M +152,209 +30%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$29.1M +$7.22K +113 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$20M +$1.28M +20,054 +7%
BlackRock
4
BlackRock
New York
$18.1M +$19.4K +304 +0.1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$11.7M -$17.5K -274 -0.1%
LSV Asset Management
6
LSV Asset Management
Illinois
$5.97M +$160K +2,509 +3%
BCM
7
Bridgeway Capital Management
Texas
$5.71M -$51.1K -800 -0.9%
PAM
8
Panagora Asset Management
Massachusetts
$5.02M -$175K -2,733 -3%
State Street
9
State Street
Massachusetts
$4.86M -$72.7K -1,138 -1%
Northern Trust
10
Northern Trust
Illinois
$3.92M +$212K +3,318 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.11M +$3.32K +52 +0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.04M -$29.3K -458 -1%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$2.28M – – –
Wells Fargo
14
Wells Fargo
California
$1.67M -$176K -2,746 -10%
Charles Schwab
15
Charles Schwab
California
$1.56M +$66.2K +1,036 +4%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$1.56M +$390K +6,097 +33%
Invesco
17
Invesco
Georgia
$1.34M -$85.1K -1,332 -6%
JIR
18
James Investment Research
Ohio
$1.2M +$7.99K +125 +0.7%
Prudential Financial
19
Prudential Financial
New Jersey
$1.14M -$27.9K -437 -2%
MSL
20
Mackay Shields LLC
New York
$1.11M +$83.1K +1,300 +8%
MAM
21
Martingale Asset Management
Massachusetts
$1.04M +$1.04M +16,302 New
JIC
22
Johnson Investment Counsel
Ohio
$959K – – –
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$949K -$304K -4,754 -24%
TC
24
TAP Consulting
Missouri
$908K +$908K +14,207 New
UBS Group
25
UBS Group
Switzerland
$881K +$81.5K +1,276 +10%
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