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Park-Ohio Holdings
PKOH

72 hedge funds and large institutions have $110M invested in Park-Ohio Holdings in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

0.68% more ownership

Funds ownership: 52.43% → 53.11% (+0.68%)

13% less capital invested

Capital invested by funds: $126M → $110M (-$16M)

13% less funds holding

Funds holding: 83 → 72 (-11)

65% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 17

Holders
72
Holders Change
-11
Holders Change %
-13.25%
% of All Funds
1.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
29
Reduced
25
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.28M
2
RA
Royce & Associates
New York
+$1.32M
3
Wells Fargo
Wells Fargo
California
+$598K
4
State Street
State Street
Massachusetts
+$547K
5
Morgan Stanley
Morgan Stanley
New York
+$504K

Top Sellers

1
GI
GAMCO Investors
Connecticut
-$1.11M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$1.09M
3
William Blair & Company
William Blair & Company
Illinois
-$914K
4
Victory Capital Management
Victory Capital Management
Texas
-$589K
5
MSL
Mackay Shields LLC
New York
-$580K
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$598K -$11K -700 -2%
MAM
27
Martingale Asset Management
Massachusetts
$595K -$157 -10 -0%
Invesco
28
Invesco
Georgia
$576K +$14.4K +919 +3%
Victory Capital Management
29
Victory Capital Management
Texas
$566K -$589K -37,561 -52%
PPA
30
Parametric Portfolio Associates
Washington
$534K +$63 +4 +0%
Millennium Management
31
Millennium Management
New York
$521K -$146K -9,309 -23%
Bank of America
32
Bank of America
North Carolina
$507K -$556K -35,446 -54%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$489K – – –
Goldman Sachs
34
Goldman Sachs
New York
$478K +$66.1K +4,218 +17%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$472K +$155K +9,881 +53%
ETM
36
Euclidean Technologies Management
Washington
$460K -$397K -25,338 -48%
JP Morgan Chase
37
JP Morgan Chase
New York
$426K -$40.4K -2,579 -9%
HIMC
38
Heritage Investors Management Corp
Maryland
$423K +$177K +11,321 +80%
SO
39
STRS Ohio
Ohio
$328K +$25.1K +1,600 +9%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$318K +$9.41K +600 +3%
First Trust Advisors
41
First Trust Advisors
Illinois
$286K +$18.4K +1,173 +7%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$253K -$19.4K -1,240 -8%
Citadel Advisors
43
Citadel Advisors
Florida
$246K +$232K +14,811 New
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$232K +$115K +7,307 +108%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$230K – – –
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$230K +$217K +13,845 New
AllianceBernstein
47
AllianceBernstein
Tennessee
$214K +$202K +12,900 New
Prudential Financial
48
Prudential Financial
New Jersey
$181K -$192K -12,261 -53%
Ameriprise
49
Ameriprise
Minnesota
$176K -$228K -14,520 -58%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$95K +$20.4K +1,304 +30%
1
2
3 4

PKOH Hedge Fund Activity: Q2 2020 in Review

72 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Park-Ohio Holdings (PKOH) for Q2 2020, worth a combined $110M — down 13% from $126M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of PKOH and 6 opened new positions — a net loss of 11 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was Fidelity Investments, adding an estimated $2.28M. The largest seller was GAMCO Investors, cutting an estimated $1.11M.

  • 72 institutional investors held Park-Ohio Holdings (PKOH) as of Q2 2020, down from 83 in Q1 2020.
  • Funds reported $110M of Park-Ohio Holdings stock for Q2 2020, down 13% quarter-over-quarter.
  • 6 funds opened new Park-Ohio Holdings positions in Q2 2020 and 17 closed out, a net change of -11 holders.
  • The largest Park-Ohio Holdings buyer in Q2 2020 was Fidelity Investments, an estimated $2.28M added.
  • The largest Park-Ohio Holdings seller in Q2 2020 was GAMCO Investors, an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2020.