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NACCO Industries
NC

Overview Fund Activity

59 hedge funds and large institutions have $71.4M invested in NACCO Industries in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
20
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.02M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$309K
3
Citadel Advisors
Citadel Advisors
Florida
+$204K
4
Renaissance Technologies
Renaissance Technologies
New York
+$142K
5
Two Sigma Investments
Two Sigma Investments
New York
+$136K

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.69M
2
UBS Group
UBS Group
Switzerland
-$1.12M
3
Millennium Management
Millennium Management
New York
-$605K
4
Morgan Stanley
Morgan Stanley
New York
-$495K
5
GCP
GSA Capital Partners
United Kingdom
-$426K
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.5M +$309K +10,241 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$9.65M -$3.69M -122,082 -28%
BlackRock
3
BlackRock
New York
$9.1M -$261K -8,642 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.34M +$47.1K +1,561 +0.7%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.03M +$142K +4,700 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.73M +$110K +3,630 +4%
BCM
7
Bridgeway Capital Management
Texas
$2.62M +$68.7K +2,275 +3%
State Street
8
State Street
Massachusetts
$2.41M +$60.1K +1,990 +3%
PGCM
9
Prescott Group Capital Management
Oklahoma
$1.9M – – –
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$1.74M – – –
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.51M -$50.7K -1,680 -3%
Northern Trust
12
Northern Trust
Illinois
$1.38M -$160K -5,312 -10%
American Century Companies
13
American Century Companies
Missouri
$1.22M – – –
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.22M -$115K -3,812 -9%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$1.02M +$1.02M +33,615 New
EF
16
Empowered Funds
Pennsylvania
$926K +$68.7K +2,275 +8%
LSV Asset Management
17
LSV Asset Management
Illinois
$813K -$392K -12,961 -33%
Connor, Clark & Lunn Investment Management (CC&L)
18
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$589K -$43.2K -1,432 -7%
RC
19
RBF Capital
California
$546K – – –
Two Sigma Investments
20
Two Sigma Investments
New York
$500K +$136K +4,500 +37%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$470K – – –
Two Sigma Advisers
22
Two Sigma Advisers
New York
$453K +$118K +3,900 +35%
Citadel Advisors
23
Citadel Advisors
Florida
$442K +$204K +6,761 +86%
Invesco
24
Invesco
Georgia
$438K +$47.1K +1,559 +12%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$420K +$24.2K +800 +6%
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