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Park-Ohio Holdings

89 hedge funds and large institutions have $180M invested in Park-Ohio Holdings in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

81% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 21

40% more capital invested

Capital invested by funds: $128M → $180M (+$51.7M)

11% more funds holding

Funds holding: 8089 (+9)

2.41% more ownership

Funds ownership: 49.05%51.46% (+2.4%)

Holders
89
Holders Change
+9
Holders Change %
+11.25%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EI
26
EAM Investors
California
$938K +$822K +34,798 New
Invesco
27
Invesco
Georgia
$750K +$403K +17,062 +158%
OSAM
28
O'Shaughnessy Asset Management
Connecticut
$673K +$589K +24,966 New
TI
29
Trexquant Investment
Connecticut
$668K +$178K +7,523 +44%
Charles Schwab
30
Charles Schwab
California
$653K +$26.3K +1,112 +5%
Victory Capital Management
31
Victory Capital Management
Texas
$652K -$196K -8,300 -26%
First Trust Advisors
32
First Trust Advisors
Illinois
$611K +$13.5K +571 +3%
QC
33
Quadrature Capital
United Kingdom
$610K -$200K -8,451 -27%
JP Morgan Chase
34
JP Morgan Chase
New York
$591K +$76.8K +3,253 +17%
CIC
35
Cornercap Investment Counsel
Georgia
$562K +$493K +20,864 New
SEI Investments
36
SEI Investments
Pennsylvania
$554K +$99.4K +4,210 +26%
N
37
Nuveen
North Carolina
$518K +$195K +8,261 +76%
SDWMA
38
Schneider Downs Wealth Management Advisors
Pennsylvania
$516K
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$490K -$450K -19,041 -51%
Citadel Advisors
40
Citadel Advisors
Florida
$479K +$17.4K +738 +4%
HIMC
41
Heritage Investors Management Corp
Maryland
$420K -$53.5K -2,264 -13%
GCP
42
GSA Capital Partners
United Kingdom
$411K +$28.9K +1,226 +9%
JCP
43
JB Capital Partners
New York
$380K
Barclays
44
Barclays
United Kingdom
$337K +$243K +10,293 +463%
Bank of America
45
Bank of America
North Carolina
$293K -$34.7K -1,471 -12%
UBS Group
46
UBS Group
Switzerland
$263K +$107K +4,547 +88%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$262K -$11.7K -496 -5%
B
48
Bailard
California
$253K -$82K -3,473 -27%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$248K +$2.76K +117 +1%
EF
50
Empowered Funds
Pennsylvania
$240K +$211K +8,918 New

PKOH Hedge Fund Activity: Q4 2023 in Review

89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Park-Ohio Holdings (PKOH) for Q4 2023, worth a combined $180M — up 40% from $128M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PKOH positions and 5 closed out — a net gain of 9 holders — while 38 added to existing stakes and 21 trimmed.

The largest buyer was American Century Companies, adding an estimated $1.57M. The largest seller was Private Management Group, cutting an estimated $871K.

  • 89 institutional investors held Park-Ohio Holdings (PKOH) as of Q4 2023, up from 80 in Q3 2023.
  • Funds reported $180M of Park-Ohio Holdings stock for Q4 2023, up 40% quarter-over-quarter.
  • 14 funds opened new Park-Ohio Holdings positions in Q4 2023 and 5 closed out, a net change of +9 holders.
  • The largest Park-Ohio Holdings buyer in Q4 2023 was American Century Companies, an estimated $1.57M added.
  • The largest Park-Ohio Holdings seller in Q4 2023 was Private Management Group, an estimated $871K sold.

Based on aggregated 13F filings for Q4 2023.