NC icon

NACCO Industries
NC

Overview Fund Activity

48 hedge funds and large institutions have $64.5M invested in NACCO Industries in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.09M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$329K
3
Millennium Management
Millennium Management
New York
+$223K
4
Prudential Financial
Prudential Financial
New Jersey
+$206K
5
BlackRock
BlackRock
New York
+$164K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$468K
2
ICM
Invenomic Capital Management
Massachusetts
-$393K
3
PAM
Panagora Asset Management
Massachusetts
-$381K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$268K
5
CFMC
Curbstone Financial Management Corp
New Hampshire
-$233K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.1M +$2.09M +79,386 +15%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.7M -$268K -10,192 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.18M -$468K -17,800 -5%
BlackRock
4
BlackRock
New York
$7.07M +$164K +6,217 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.1M +$36.7K +1,395 +0.6%
LSV Asset Management
6
LSV Asset Management
Illinois
$2.18M – – –
State Street
7
State Street
Massachusetts
$2.12M +$61.1K +2,322 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.51M +$37.3K +1,417 +3%
Northern Trust
9
Northern Trust
Illinois
$1.46M -$107K -4,054 -7%
BCM
10
Bridgeway Capital Management
Texas
$1.4M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.19M +$329K +12,514 +38%
Charles Schwab
12
Charles Schwab
California
$698K +$10.4K +395 +2%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$678K -$233K -8,858 -26%
UBS Group
14
UBS Group
Switzerland
$570K +$65.9K +2,506 +13%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$462K -$26.6K -1,012 -5%
JIC
16
Johnson Investment Counsel
Ohio
$395K – – –
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$316K +$141K +5,362 +81%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$270K +$5.5K +209 +2%
Millennium Management
19
Millennium Management
New York
$223K +$223K +8,491 New
Invesco
20
Invesco
Georgia
$222K -$155K -5,920 -41%
MP
21
McDonald Partners
Ohio
$215K +$215K +8,170 New
Prudential Financial
22
Prudential Financial
New Jersey
$206K +$206K +7,826 New
Wells Fargo
23
Wells Fargo
California
$205K -$78.9K -2,980 -28%
JIR
24
James Investment Research
Ohio
$191K – – –
Morgan Stanley
25
Morgan Stanley
New York
$189K +$52.9K +2,016 +39%
1
2