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NACCO Industries
NC

Overview Fund Activity

61 hedge funds and large institutions have $92.5M invested in NACCO Industries in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
21
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$853K
2
Morgan Stanley
Morgan Stanley
New York
+$672K
3
Two Sigma Investments
Two Sigma Investments
New York
+$440K
4
Barclays
Barclays
United Kingdom
+$183K
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$146K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.25M
2
PGCM
Prescott Group Capital Management
Oklahoma
-$951K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$113K
4
Victory Capital Management
Victory Capital Management
Texas
-$103K
5
LSV Asset Management
LSV Asset Management
Illinois
-$101K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$16.1M -$2.25M -61,724 -12%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$15.9M -$9.42K -258 -0.1%
BlackRock
3
BlackRock
New York
$11.3M +$853K +23,368 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.61M +$140K +3,847 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.12M +$98.5K +2,700 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.16M +$138K +3,772 +5%
BCM
7
Bridgeway Capital Management
Texas
$3.08M +$91.1K +2,496 +3%
State Street
8
State Street
Massachusetts
$2.84M +$95K +2,602 +3%
PGCM
9
Prescott Group Capital Management
Oklahoma
$2.3M -$951K -26,045 -29%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$2.1M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.88M -$113K -3,088 -6%
Northern Trust
12
Northern Trust
Illinois
$1.86M +$15.6K +427 +0.8%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$1.61M -$79.3K -2,174 -5%
UBS Group
14
UBS Group
Switzerland
$1.58M +$99.1K +2,715 +7%
American Century Companies
15
American Century Companies
Missouri
$1.47M -$8.69K -238 -0.6%
LSV Asset Management
16
LSV Asset Management
Illinois
$1.46M -$101K -2,758 -6%
EF
17
Empowered Funds
Pennsylvania
$1.04M +$91.1K +2,496 +10%
Morgan Stanley
18
Morgan Stanley
New York
$1.01M +$672K +18,419 +199%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$764K -$2.63K -72 -0.3%
RC
20
RBF Capital
California
$659K – – –
Millennium Management
21
Millennium Management
New York
$605K -$11K -300 -2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$568K – – –
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$482K +$8.1K +222 +2%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$478K – – –
Invesco
25
Invesco
Georgia
$472K +$107K +2,927 +29%
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