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NACCO Industries
NC

Overview Fund Activity

60 hedge funds and large institutions have $75.6M invested in NACCO Industries in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
-13
Holders Change %
-17.81%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
18
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$693K
2
UBS Group
UBS Group
Switzerland
+$485K
3
Renaissance Technologies
Renaissance Technologies
New York
+$181K
4
BlackRock
BlackRock
New York
+$150K
5
AA
Ancora Advisors
Ohio
+$117K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.35M
2
PAM
Panagora Asset Management
Massachusetts
-$877K
3
BCM
Bridgeway Capital Management
Texas
-$544K
4
Goldman Sachs
Goldman Sachs
New York
-$451K
5
AIM
Alambic Investment Management
California
-$352K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$17.6M -$1.35M -48,306 -7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$12.8M – – –
Renaissance Technologies
3
Renaissance Technologies
New York
$9.67M +$181K +6,479 +2%
BlackRock
4
BlackRock
New York
$8.17M +$150K +5,360 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.89M +$693K +24,767 +13%
LSV Asset Management
6
LSV Asset Management
Illinois
$2.62M +$23.8K +851 +0.9%
State Street
7
State Street
Massachusetts
$2.23M -$7.64K -273 -0.3%
BCM
8
Bridgeway Capital Management
Texas
$1.96M -$544K -19,430 -22%
PAM
9
Panagora Asset Management
Massachusetts
$1.73M -$877K -31,348 -34%
Northern Trust
10
Northern Trust
Illinois
$1.7M +$11.3K +402 +0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.48M +$82.3K +2,944 +6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.16M -$60.5K -2,162 -5%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$969K -$28.9K -1,032 -3%
UBS Group
14
UBS Group
Switzerland
$910K +$485K +17,320 +114%
Charles Schwab
15
Charles Schwab
California
$707K +$9.39K +335 +1%
Invesco
16
Invesco
Georgia
$570K -$11.2K -401 -2%
JIR
17
James Investment Research
Ohio
$505K -$21K -750 -4%
MAM
18
Martingale Asset Management
Massachusetts
$457K – – –
Wells Fargo
19
Wells Fargo
California
$420K -$309K -11,022 -42%
JIC
20
Johnson Investment Counsel
Ohio
$420K – – –
SO
21
STRS Ohio
Ohio
$383K +$41.9K +1,500 +12%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$362K +$51.2K +1,831 +16%
Prudential Financial
23
Prudential Financial
New Jersey
$341K -$86.7K -3,096 -20%
Bessemer Group
24
Bessemer Group
New Jersey
$260K – – –
KS
25
Karpas Strategies
Connecticut
$259K – – –
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