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NACCO Industries
NC

Overview Fund Activity

74 hedge funds and large institutions have $93M invested in NACCO Industries in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SBH
Segall Bryant & Hamill
Illinois
$1.32M
2
M&T Bank
M&T Bank
New York
$953K
3
MA
Mudita Advisors
United Kingdom
$4.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$220K
5
PMAM
Penn Mutual Asset Management
Pennsylvania
$890K

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$2.05M
2
BlackRock
BlackRock
New York
$14.9M
3
Goldman Sachs
Goldman Sachs
New York
$0
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$17.9M
5
Millennium Management
Millennium Management
New York
$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$17.9M -$224K -5,058 -1%
BlackRock
2
BlackRock
New York
$14.9M -$637K -14,376 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.44M -$9.17K -207 -0.1%
Renaissance Technologies
4
Renaissance Technologies
New York
$7.66M -$155K -3,500 -2%
MA
5
Mudita Advisors
United Kingdom
$4.1M +$276K +6,239 +7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.88M +$3.77K +85 +0.1%
State Street
7
State Street
Massachusetts
$3.57M +$443 +10 +0%
BCM
8
Bridgeway Capital Management
Texas
$3.33M +$179K +4,050 +6%
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$2.55M – – –
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$2.05M -$1.03M -23,291 -33%
Northern Trust
11
Northern Trust
Illinois
$1.87M -$45.5K -1,027 -2%
EF
12
Empowered Funds
Pennsylvania
$1.82M +$93.2K +2,103 +5%
American Century Companies
13
American Century Companies
Missouri
$1.77M -$16.8K -380 -0.9%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.63M +$40.5K +914 +3%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$1.62M +$25.6K +578 +2%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$1.47M +$2.3K +52 +0.2%
SBH
17
Segall Bryant & Hamill
Illinois
$1.32M +$1.32M +29,740 New
M&T Bank
18
M&T Bank
New York
$953K +$953K +21,500 New
PGCM
19
Prescott Group Capital Management
Oklahoma
$891K – – –
PMAM
20
Penn Mutual Asset Management
Pennsylvania
$890K +$182K +4,118 +26%
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$880K +$34.3K +774 +4%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$851K -$66.5K -1,500 -7%
RC
23
RBF Capital
California
$768K – – –
Two Sigma Investments
24
Two Sigma Investments
New York
$687K -$88.4K -1,995 -11%
Morgan Stanley
25
Morgan Stanley
New York
$566K +$34.7K +783 +7%
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