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NACCO INDS INC CL A
NACCO INDS INC CL A. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 88 Institutional holders with a total value of $201,034,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PNC FINANCIAL SERVICES GROUP, INC. 607,742 34,890,000 17.36%
2 DIMENSIONAL FUND ADVISORS LP 429,184 24,639,000 12.26%
3 Zuckerman Investment Group, LLC 402,732 23,121,000 11.50%
4 FMR LLC 330,965 19,001,000 9.45%
5 VANGUARD GROUP INC 173,224 9,945,000 4.95%
6 JPMORGAN CHASE & CO 161,700 9,283,000 4.62%
7 OAKTREE CAPITAL MANAGEMENT LP 154,500 8,870,000 4.41%
8 BlackRock Institutional Trust Company, N.A. 134,583 7,726,000 3.84%
9 BlackRock Fund Advisors 107,130 6,150,000 3.06%
10 STATE STREET CORP 104,776 6,015,000 2.99%
11 NORTHERN TRUST CORP 57,994 3,329,000 1.66%
12 RENAISSANCE TECHNOLOGIES LLC 45,100 2,589,000 1.29%
13 HAWK RIDGE CAPITAL MANAGEMENT LP 42,039 2,413,000 1.20%
14 Curbstone Financial Management Corp 34,178 1,962,000 0.98%
15 KEELEY ASSET MANAGEMENT CORP 34,036 1,954,000 0.97%
16 LSV ASSET MANAGEMENT 33,537 1,925,000 0.96%
17 GEODE CAPITAL MANAGEMENT, LLC 31,199 1,791,000 0.89%
18 Bank of New York Mellon Corp 29,728 1,707,000 0.85%
19 FULLER & THALER ASSET MANAGEMENT, INC. 28,996 1,665,000 0.83%
20 WELLINGTON MANAGEMENT GROUP LLP 26,920 1,545,000 0.77%
21 PARAMETRIC PORTFOLIO ASSOCIATES LLC 25,906 1,487,000 0.74%
22 BRIDGEWAY CAPITAL MANAGEMENT, LLC 25,700 1,475,000 0.73%
23 MILLENNIUM MANAGEMENT LLC 24,647 1,415,000 0.70%
24 TFS CAPITAL LLC 23,710 1,361,000 0.68%
25 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 21,549 1,237,000 0.62%
26 AQR CAPITAL MANAGEMENT LLC 20,834 1,196,000 0.59%
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 20,356 1,169,000 0.58%
28 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 18,474 1,061,000 0.53%
29 PANAGORA ASSET MANAGEMENT INC 16,977 975,000 0.48%
30 MORGAN STANLEY 16,914 971,000 0.48%
31 JAMES INVESTMENT RESEARCH, INC. 15,970 917,000 0.46%
32 BlackRock Investment Management, LLC 15,901 913,000 0.45%
33 Invesco Ltd. 15,301 878,000 0.44%
34 TWO SIGMA INVESTMENTS, LP 15,198 873,000 0.43%
35 BOGLE INVESTMENT MANAGEMENT L P /DE/ 14,660 841,000 0.42%
36 PRUDENTIAL FINANCIAL INC 13,894 798,000 0.40%
37 ACADIAN ASSET MANAGEMENT LLC 13,802 795,000 0.40%
38 Artisan Partners Limited Partnership 12,921 742,000 0.37%
39 TIAA CREF INVESTMENT MANAGEMENT LLC 12,809 735,000 0.37%
40 JOHNSON INVESTMENT COUNSEL INC 10,684 613,000 0.30%
41 TWO SIGMA ADVISERS, LP 10,116 581,000 0.29%
42 KARPAS STRATEGIES, LLC 9,840 565,000 0.28%
43 STRS OHIO 8,900 510,000 0.25%
44 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 8,861 509,000 0.25%
45 UBS Group AG 8,467 486,000 0.24%
46 RHUMBLINE ADVISERS 7,747 445,000 0.22%
47 BOOTHBAY FUND MANAGEMENT, LLC 7,408 425,000 0.21%
48 ALLIANCEBERNSTEIN L.P. 7,320 420,000 0.21%
49 Nationwide Fund Advisors 7,153 411,000 0.20%
50 Allen Investment Management, LLC 6,506 374,000 0.19%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.