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NACCO Industries
NC

Overview Fund Activity

65 hedge funds and large institutions have $89.3M invested in NACCO Industries in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
21
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CFMC
Curbstone Financial Management Corp
New Hampshire
+$1.11M
2
Northern Trust
Northern Trust
Illinois
+$170K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$97.1K
4
GCP
GSA Capital Partners
United Kingdom
+$80K
5
EF
Empowered Funds
Pennsylvania
+$72K

Top Sellers

1
PGCM
Prescott Group Capital Management
Oklahoma
-$281K
2
BlackRock
BlackRock
New York
-$253K
3
Millennium Management
Millennium Management
New York
-$234K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$202K
5
Renaissance Technologies
Renaissance Technologies
New York
-$119K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$17.7M +$12.3K +352 +0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.3M -$62.5K -1,783 -0.4%
BlackRock
3
BlackRock
New York
$10.1M -$253K -7,204 -2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.18M +$97.1K +2,769 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.75M -$119K -3,400 -2%
PGCM
6
Prescott Group Capital Management
Oklahoma
$3.12M -$281K -8,000 -8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.91M +$30.3K +865 +1%
BCM
8
Bridgeway Capital Management
Texas
$2.87M -$13K -370 -0.4%
State Street
9
State Street
Massachusetts
$2.64M +$31.8K +908 +1%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$2.02M +$1.11M +31,766 +123%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.92M +$12.7K +361 +0.7%
Northern Trust
12
Northern Trust
Illinois
$1.77M +$170K +4,842 +11%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.62M -$17K -484 -1%
LSV Asset Management
14
LSV Asset Management
Illinois
$1.5M – – –
American Century Companies
15
American Century Companies
Missouri
$1.42M -$7.4K -211 -0.5%
UBS Group
16
UBS Group
Switzerland
$1.42M +$29.6K +845 +2%
EF
17
Empowered Funds
Pennsylvania
$907K +$72K +2,054 +9%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$737K – – –
RC
19
RBF Capital
California
$634K – – –
Millennium Management
20
Millennium Management
New York
$592K -$234K -6,675 -28%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$545K – – –
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$459K +$52.6K +1,500 +13%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$455K – – –
JIC
24
Johnson Investment Counsel
Ohio
$447K – – –
GCP
25
GSA Capital Partners
United Kingdom
$423K +$80K +2,282 +23%
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