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NACCO Industries
NC

Overview Fund Activity

68 hedge funds and large institutions have $70.5M invested in NACCO Industries in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
13
Reduced
29
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MA
Mudita Advisors
United Kingdom
+$2.91M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.82M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$219K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$167K
5
EF
Empowered Funds
Pennsylvania
+$85.3K

Top Sellers

1
GCP
GSA Capital Partners
United Kingdom
-$478K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$299K
3
TI
Trexquant Investment
Connecticut
-$282K
4
Millennium Management
Millennium Management
New York
-$252K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$231K
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$13.8M -$299K -8,879 -2%
BlackRock
2
BlackRock
New York
$11.8M +$60K +1,779 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.2M -$13.6K -403 -0.2%
Renaissance Technologies
4
Renaissance Technologies
New York
$5.95M -$169K -5,000 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.95M +$25.5K +756 +0.9%
MA
6
Mudita Advisors
United Kingdom
$2.91M +$2.91M +86,281 New
State Street
7
State Street
Massachusetts
$2.72M -$41.8K -1,240 -2%
BCM
8
Bridgeway Capital Management
Texas
$2.4M -$29.4K -872 -1%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$2.35M +$1.82M +53,873 +344%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$1.94M – – –
Northern Trust
11
Northern Trust
Illinois
$1.46M -$12.9K -383 -0.9%
American Century Companies
12
American Century Companies
Missouri
$1.36M -$25.2K -747 -2%
EF
13
Empowered Funds
Pennsylvania
$1.31M +$85.3K +2,528 +7%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$1.21M -$10.9K -324 -0.9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.21M -$45K -1,334 -4%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$21.1K -626 -2%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$699K -$20.2K -600 -3%
PGCM
18
Prescott Group Capital Management
Oklahoma
$678K -$206K -6,098 -23%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$644K – – –
Two Sigma Investments
20
Two Sigma Investments
New York
$590K -$42.3K -1,255 -7%
RC
21
RBF Capital
California
$585K – – –
PMAM
22
Penn Mutual Asset Management
Pennsylvania
$538K +$81.8K +2,425 +18%
NL
23
Nuveen LLC
North Carolina
$445K +$445K +13,194 New
JIC
24
Johnson Investment Counsel
Ohio
$430K – – –
Morgan Stanley
25
Morgan Stanley
New York
$404K -$175K -5,193 -30%
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