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NACCO Industries
NC

Overview Fund Activity

63 hedge funds and large institutions have $108M invested in NACCO Industries in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
25
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$17M
2
Millennium Management
Millennium Management
New York
+$900K
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$418K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$356K
5
GCP
GSA Capital Partners
United Kingdom
+$351K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.58M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$737K
3
Renaissance Technologies
Renaissance Technologies
New York
-$480K
4
PGCM
Prescott Group Capital Management
Oklahoma
-$399K
5
PAM
Panagora Asset Management
Massachusetts
-$295K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.1M -$1.58M -43,670 -8%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$17.6M +$17M +472,028 +3,036%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$16M +$99.1K +2,748 +0.6%
BlackRock
4
BlackRock
New York
$10.3M -$130K -3,602 -1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.3M +$356K +9,881 +5%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.23M -$480K -13,300 -6%
PGCM
7
Prescott Group Capital Management
Oklahoma
$3.71M -$399K -11,050 -10%
BCM
8
Bridgeway Capital Management
Texas
$3.12M +$56.5K +1,565 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.69M +$173K +4,801 +7%
State Street
10
State Street
Massachusetts
$2.54M +$26.4K +731 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.96M -$103K -2,861 -5%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$1.8M -$67.9K -1,883 -4%
LSV Asset Management
13
LSV Asset Management
Illinois
$1.65M -$135K -3,750 -8%
Northern Trust
14
Northern Trust
Illinois
$1.54M +$33.3K +924 +2%
American Century Companies
15
American Century Companies
Missouri
$1.48M +$118K +3,171 +9%
UBS Group
16
UBS Group
Switzerland
$1.33M +$49.2K +1,364 +4%
CFMC
17
Curbstone Financial Management Corp
New Hampshire
$930K – – –
Millennium Management
18
Millennium Management
New York
$900K +$900K +24,965 New
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$736K +$13.5K +375 +2%
RC
20
RBF Capital
California
$652K – – –
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$606K +$195K +5,400 +47%
Citadel Advisors
22
Citadel Advisors
Florida
$509K -$2.96K -82 -0.6%
JIC
23
Johnson Investment Counsel
Ohio
$460K – – –
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$442K -$8.01K -222 -2%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$418K +$418K +11,600 New
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