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Park-Ohio Holdings
PKOH

105 hedge funds and large institutions have $219M invested in Park-Ohio Holdings in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

5% more funds holding

Funds holding: 100 → 105 (+5)

5% more capital invested

Capital invested by funds: $209M → $219M (+$10M)

0.19% less ownership

Funds ownership: 53.68% → 53.49% (-0.19%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $33K

Holders
105
Holders Change
+5
Holders Change %
+5%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
38
Reduced
28
Closed
8
Calls
–
Puts
$33K
Net Calls
-$33K
Net Calls Change
-$33K

Top Buyers

1
BCM
Bridgeway Capital Management
Texas
+$1.61M
2
GI
GAMCO Investors
Connecticut
+$1.15M
3
Renaissance Technologies
Renaissance Technologies
New York
+$583K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$556K
5
Deutsche Bank
Deutsche Bank
Germany
+$537K

Top Sellers

1
RA
Royce & Associates
New York
-$2.33M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$1.95M
3
RHJA
Rice Hall James & Associates
California
-$1.4M
4
CIC
Cornercap Investment Counsel
Georgia
-$1.34M
5
AG
Algert Global
California
-$947K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$467K -$477K -14,728 -51%
MSL
52
Mackay Shields LLC
New York
$463K +$168K +5,200 +57%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$444K -$16K -493 -3%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$432K +$6.31K +195 +1%
AA
55
Ancora Advisors
Ohio
$412K – – –
Russell Investments Group
56
Russell Investments Group
United Kingdom
$351K +$57K +1,760 +19%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$337K – – –
Stifel Financial
58
Stifel Financial
Missouri
$291K – – –
Two Sigma Investments
59
Two Sigma Investments
New York
$288K +$288K +8,887 New
Connor, Clark & Lunn Investment Management (CC&L)
60
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$277K +$276K +8,540 New
AG
61
Algert Global
California
$269K -$947K -29,256 -78%
Ameriprise
62
Ameriprise
Minnesota
$251K – – –
Squarepoint
63
Squarepoint
New York
$251K +$36.3K +1,120 +17%
Barclays
64
Barclays
United Kingdom
$240K +$128K +3,939 +114%
ZCM
65
Zebra Capital Management
Connecticut
$236K +$236K +7,302 New
PCMI
66
Paradigm Capital Management Inc
New York
$232K – – –
AllianceBernstein
67
AllianceBernstein
Tennessee
$223K +$223K +6,900 New
BGIM
68
Brandywine Global Investment Management
Pennsylvania
$218K – – –
CS
69
Credit Suisse
Switzerland
$207K -$8.32K -257 -4%
HIMC
70
Heritage Investors Management Corp
Maryland
$203K +$203K +6,271 New
UBS AM
71
UBS AM
Illinois
$201K +$201K +6,200 New
AIG
72
American International Group
New York
$185K -$5.96K -184 -3%
SLF
73
Sun Life Financial
Ontario, Canada
$172K +$939 +29 +0.5%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$154K +$154K +4,750 New
MIM
75
MetLife Investment Management
New Jersey
$154K – – –
1 2
3
4 5

PKOH Hedge Fund Activity: Q1 2019 in Review

105 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Park-Ohio Holdings (PKOH) for Q1 2019, worth a combined $219M — up 4.8% from $209M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PKOH positions and 8 closed out — a net gain of 5 holders — while 38 added to existing stakes and 28 trimmed.

The largest buyer was Bridgeway Capital Management, adding an estimated $1.61M. The largest seller was Royce & Associates, cutting an estimated $2.33M.

  • 105 institutional investors held Park-Ohio Holdings (PKOH) as of Q1 2019, up from 100 in Q4 2018.
  • Funds reported $219M of Park-Ohio Holdings stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 13 funds opened new Park-Ohio Holdings positions in Q1 2019 and 8 closed out, a net change of +5 holders.
  • The largest Park-Ohio Holdings buyer in Q1 2019 was Bridgeway Capital Management, an estimated $1.61M added.
  • The largest Park-Ohio Holdings seller in Q1 2019 was Royce & Associates, an estimated $2.33M sold.

Based on aggregated 13F filings for Q1 2019.