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NACCO Industries
NC

Overview Fund Activity

44 hedge funds and large institutions have $89.3M invested in NACCO Industries in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
8
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.42M
2
PGCM
Prescott Group Capital Management
Oklahoma
+$1.06M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$438K
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$236K
5
American Century Companies
American Century Companies
Missouri
+$135K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$711K
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$464K
3
LSV Asset Management
LSV Asset Management
Illinois
-$440K
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$402K
5
Renaissance Technologies
Renaissance Technologies
New York
-$363K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$30.1M +$1.42M +39,117 +5%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.7M -$210K -5,798 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.99M -$363K -9,999 -4%
MG
4
Magnolia Group
Nebraska
$8.16M – – –
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.03M -$711K -19,588 -9%
BlackRock
6
BlackRock
New York
$3M -$12.7K -349 -0.4%
LSV Asset Management
7
LSV Asset Management
Illinois
$2.44M -$440K -12,125 -15%
BCM
8
Bridgeway Capital Management
Texas
$2.11M – – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.29M -$2.39K -66 -0.2%
PGCM
10
Prescott Group Capital Management
Oklahoma
$1.06M +$1.06M +29,196 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.06M -$238K -6,568 -18%
UBS Group
12
UBS Group
Switzerland
$961K +$726 +20 +0.1%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$935K – – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$837K +$438K +12,067 +110%
State Street
15
State Street
Massachusetts
$715K – – –
RC
16
RBF Capital
California
$656K – – –
CC
17
Corton Capital
Ontario, Canada
$634K +$634K +17,469 New
Northern Trust
18
Northern Trust
Illinois
$576K -$726 -20 -0.1%
JIC
19
Johnson Investment Counsel
Ohio
$498K -$46.9K -1,293 -9%
American Century Companies
20
American Century Companies
Missouri
$493K +$135K +3,717 +38%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$402K -$62.1K -1,710 -13%
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$326K +$49.6K +1,366 +18%
Morgan Stanley
23
Morgan Stanley
New York
$296K +$116K +3,191 +64%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$255K -$36.3K -1,000 -12%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$236K +$236K +6,506 New
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