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NACCO Industries
NC

Overview Fund Activity

43 hedge funds and large institutions have $61.8M invested in NACCO Industries in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
8
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MG
Magnolia Group
Nebraska
+$5.05M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.85M
3
Millennium Management
Millennium Management
New York
+$675K
4
HF
HRT Financial
New York
+$282K
5
E
Ergoteles
New York
+$273K

Top Sellers

1
BlackRock
BlackRock
New York
-$4.94M
2
State Street
State Street
Massachusetts
-$1.36M
3
Northern Trust
Northern Trust
Illinois
-$755K
4
Renaissance Technologies
Renaissance Technologies
New York
-$643K
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$636K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19.2M +$1.85M +71,174 +11%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.6M +$11.4K +436 +0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.14M -$643K -24,700 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$5.56M -$548K -21,056 -9%
MG
5
Magnolia Group
Nebraska
$5.05M +$5.05M +194,014 New
BlackRock
6
BlackRock
New York
$2.17M -$4.94M -189,770 -69%
LSV Asset Management
7
LSV Asset Management
Illinois
$2.07M -$93.7K -3,600 -4%
BCM
8
Bridgeway Capital Management
Texas
$1.51M +$130K +5,000 +9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$941K -$306K -11,770 -25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$845K -$636K -24,450 -43%
Millennium Management
11
Millennium Management
New York
$675K +$675K +25,935 New
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$671K – – –
UBS Group
13
UBS Group
Switzerland
$576K -$6.38K -245 -1%
State Street
14
State Street
Massachusetts
$513K -$1.36M -52,181 -73%
Charles Schwab
15
Charles Schwab
California
$464K -$140K -5,381 -23%
Northern Trust
16
Northern Trust
Illinois
$462K -$755K -29,034 -62%
JIC
17
Johnson Investment Counsel
Ohio
$391K – – –
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$341K -$103K -3,955 -23%
HF
19
HRT Financial
New York
$282K +$282K +10,863 New
E
20
Ergoteles
New York
$273K +$273K +10,500 New
TEE
21
Tibra Equities Europe
United Kingdom
$271K +$271K +10,400 New
American Century Companies
22
American Century Companies
Missouri
$218K +$218K +8,368 New
MP
23
McDonald Partners
Ohio
$217K +$2.61K +100 +1%
Morgan Stanley
24
Morgan Stanley
New York
$133K +$14.5K +553 +12%
TRCT
25
Tower Research Capital (TRC)
New York
$82K +$65.3K +2,490 +390%
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