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NACCO Industries
NC

Overview Fund Activity

45 hedge funds and large institutions have $61.1M invested in NACCO Industries in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-3
Holders Change %
-6.25%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
14
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.26M
2
Goldman Sachs
Goldman Sachs
New York
+$234K
3
BlackRock
BlackRock
New York
+$110K
4
Bank of America
Bank of America
North Carolina
+$85.2K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$64.2K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$298K
2
Millennium Management
Millennium Management
New York
-$223K
3
Invesco
Invesco
Georgia
-$222K
4
Northern Trust
Northern Trust
Illinois
-$220K
5
State Street
State Street
Massachusetts
-$216K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.6M +$1.26M +50,400 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.1M +$8.63K +346 +0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.46M -$298K -11,927 -4%
BlackRock
4
BlackRock
New York
$6.81M +$110K +4,392 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.85M +$63.8K +2,558 +1%
LSV Asset Management
6
LSV Asset Management
Illinois
$2.07M – – –
State Street
7
State Street
Massachusetts
$1.79M -$216K -8,651 -11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.42M -$7.96K -319 -0.6%
BCM
9
Bridgeway Capital Management
Texas
$1.32M – – –
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.2M +$64.2K +2,576 +6%
Northern Trust
11
Northern Trust
Illinois
$1.17M -$220K -8,827 -16%
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$643K – – –
Charles Schwab
13
Charles Schwab
California
$579K -$83.1K -3,328 -13%
UBS Group
14
UBS Group
Switzerland
$558K +$17.1K +686 +3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$425K -$13.3K -534 -3%
JIC
16
Johnson Investment Counsel
Ohio
$374K – – –
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$311K +$12K +483 +4%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$300K +$44.2K +1,770 +17%
Goldman Sachs
19
Goldman Sachs
New York
$234K +$234K +9,370 New
MP
20
McDonald Partners
Ohio
$205K +$1.25K +50 +0.6%
Bank of America
21
Bank of America
North Carolina
$175K +$85.2K +3,417 +95%
Morgan Stanley
22
Morgan Stanley
New York
$113K -$66.7K -2,672 -37%
Deutsche Bank
23
Deutsche Bank
Germany
$78K -$6.51K -262 -8%
Barclays
24
Barclays
United Kingdom
$78K +$47.9K +1,921 +159%
DA
25
Denali Advisors
California
$64K +$11.4K +460 +22%
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