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NACCO Industries
NC

Overview Fund Activity

62 hedge funds and large institutions have $102M invested in NACCO Industries in 2022 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+13
Holders Change %
+26.53%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
22
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$6.78M
2
State Street
State Street
Massachusetts
+$1.89M
3
Invesco
Invesco
Georgia
+$1.35M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.17M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$1.03M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.11M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$618K
3
Millennium Management
Millennium Management
New York
-$505K
4
Two Sigma Investments
Two Sigma Investments
New York
-$385K
5
CC
Corton Capital
Ontario, Canada
-$341K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.7M -$6.11M -161,087 -19%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$16.6M +$263K +6,946 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$9.99M +$3.87K +102 +0%
BlackRock
4
BlackRock
New York
$9.9M +$6.78M +178,897 +217%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.29M +$507K +13,365 +7%
PGCM
6
Prescott Group Capital Management
Oklahoma
$4.6M -$51K -1,345 -1%
BCM
7
Bridgeway Capital Management
Texas
$3.17M +$842K +22,213 +36%
LSV Asset Management
8
LSV Asset Management
Illinois
$2.79M +$131K +3,454 +5%
State Street
9
State Street
Massachusetts
$2.65M +$1.89M +49,991 +249%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.52M +$1.17M +30,833 +87%
Northern Trust
11
Northern Trust
Illinois
$1.6M +$995K +26,256 +165%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.59M +$436K +11,495 +38%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.45M +$1.03M +27,186 +245%
Invesco
14
Invesco
Georgia
$1.35M +$1.35M +35,550 New
UBS Group
15
UBS Group
Switzerland
$1.27M +$126K +3,331 +11%
CFMC
16
Curbstone Financial Management Corp
New Hampshire
$977K – – –
American Century Companies
17
American Century Companies
Missouri
$943K +$277K +7,302 +42%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$891K +$102K +2,700 +13%
RC
19
RBF Capital
California
$685K – – –
Connor, Clark & Lunn Investment Management (CC&L)
20
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$664K +$251K +6,613 +61%
PAM
21
Panagora Asset Management
Massachusetts
$584K +$584K +15,406 New
JIC
22
Johnson Investment Counsel
Ohio
$520K – – –
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$473K +$473K +12,468 New
MP
24
McDonald Partners
Ohio
$425K -$231K -6,100 -35%
Charles Schwab
25
Charles Schwab
California
$413K +$413K +10,871 New
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