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NACCO Industries
NC

Overview Fund Activity

44 hedge funds and large institutions have $73.5M invested in NACCO Industries in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
8
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.66M
2
MG
Magnolia Group
Nebraska
+$922K
3
RC
RBF Capital
California
+$539K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$464K
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$402K

Top Sellers

1
Millennium Management
Millennium Management
New York
-$549K
2
Renaissance Technologies
Renaissance Technologies
New York
-$489K
3
Charles Schwab
Charles Schwab
California
-$464K
4
TEE
Tibra Equities Europe
United Kingdom
-$271K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$173K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$23.6M +$1.66M +55,526 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$13.1M -$173K -5,811 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.69M -$489K -16,400 -6%
MG
4
Magnolia Group
Nebraska
$6.71M +$922K +30,893 +16%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.37M – – –
BlackRock
6
BlackRock
New York
$2.48M -$8.59K -288 -0.3%
LSV Asset Management
7
LSV Asset Management
Illinois
$2.37M – – –
BCM
8
Bridgeway Capital Management
Texas
$1.73M – – –
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.06M -$14.8K -496 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.06M +$90.2K +3,022 +9%
UBS Group
11
UBS Group
Switzerland
$790K +$130K +4,358 +20%
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$769K – – –
State Street
13
State Street
Massachusetts
$588K – – –
RC
14
RBF Capital
California
$539K +$539K +18,068 New
Northern Trust
15
Northern Trust
Illinois
$474K -$55.7K -1,869 -11%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$464K +$464K +15,550 New
JIC
17
Johnson Investment Counsel
Ohio
$448K – – –
Jacobs Levy Equity Management
18
Jacobs Levy Equity Management
New Jersey
$402K +$402K +13,465 New
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$381K -$8.94K -300 -2%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$328K +$328K +10,991 New
E
21
Ergoteles
New York
$309K -$4.39K -147 -1%
HF
22
HRT Financial
New York
$305K -$18.4K -618 -6%
American Century Companies
23
American Century Companies
Missouri
$294K +$44.5K +1,494 +18%
MP
24
McDonald Partners
Ohio
$239K -$8.94K -300 -4%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$239K +$239K +8,016 New
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