We are live on ! Find out more
PKOH icon

Park-Ohio Holdings
PKOH

67 hedge funds and large institutions have $169M invested in Park-Ohio Holdings in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% less ownership

Funds ownership: 52.29% → 52.06% (-0.23%)

3% less funds holding

Funds holding: 69 → 67 (-2)

20% less capital invested

Capital invested by funds: $211M → $169M (-$42.7M)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
67
Holders Change
-2
Holders Change %
-2.9%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
21
Reduced
29
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.04M
2
GI
GAMCO Investors
Connecticut
+$727K
3
Wells Fargo
Wells Fargo
California
+$522K
4
BCM
Bridgeway Capital Management
Texas
+$500K
5
Victory Capital Management
Victory Capital Management
Texas
+$236K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.62M
2
CIC
Cornercap Investment Counsel
Georgia
-$1.12M
3
Charles Schwab
Charles Schwab
California
-$1.01M
4
BlackRock
BlackRock
New York
-$777K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$742K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
51
STRS Ohio
Ohio
$51K – – –
Lazard Asset Management
52
Lazard Asset Management
New York
$30K +$32.7K +1,204 New
Citigroup
53
Citigroup
New York
$27K +$17.4K +641 +159%
OSAM
54
O'Shaughnessy Asset Management
Connecticut
$19K -$17.2K -633 -46%
AIP
55
Ameritas Investment Partners
Nebraska
$19K – – –
TRCT
56
Tower Research Capital (TRC)
New York
$17K -$27.8K -1,022 -61%
Legal & General Group
57
Legal & General Group
United Kingdom
$17K – – –
UBS Group
58
UBS Group
Switzerland
$16K +$2.88K +106 +21%
Federated Hermes
59
Federated Hermes
Pennsylvania
$15K -$3.86K -142 -20%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$15K +$2.55K +94 +19%
AA
61
Ancora Advisors
Ohio
$6K -$8.15K -300 -60%
BAM
62
Bellevue Asset Management
Washington
$5K – – –
NSIM
63
North Star Investment Management
Illinois
$5K – – –
GRP
64
Global Retirement Partners
California
$3K – – –
TWA
65
TCI Wealth Advisors
Arizona
$2K – – –
Osaic Holdings
66
Osaic Holdings
Arizona
$1K -$353 -13 -21%
MAM
67
McCarthy Asset Management
California
$1K – – –
CIC
68
Cornercap Investment Counsel
Georgia
– -$1.12M -34,876 Closed
Squarepoint
69
Squarepoint
New York
– -$262K -8,137 Closed
DA
70
Denali Advisors
California
– -$116K -3,600 Closed
FQ
71
First Quadrant
California
– -$25K -779 Closed
1 2
3

PKOH Hedge Fund Activity: Q3 2021 in Review

67 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Park-Ohio Holdings (PKOH) for Q3 2021, worth a combined $169M — down 20% from $211M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PKOH and 2 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 21 added.

The largest buyer was Fidelity Investments, adding an estimated $6.04M. The largest seller was Royce & Associates, cutting an estimated $1.62M.

  • 67 institutional investors held Park-Ohio Holdings (PKOH) as of Q3 2021, down from 69 in Q2 2021.
  • Funds reported $169M of Park-Ohio Holdings stock for Q3 2021, down 20% quarter-over-quarter.
  • 2 funds opened new Park-Ohio Holdings positions in Q3 2021 and 4 closed out, a net change of -2 holders.
  • The largest Park-Ohio Holdings buyer in Q3 2021 was Fidelity Investments, an estimated $6.04M added.
  • The largest Park-Ohio Holdings seller in Q3 2021 was Royce & Associates, an estimated $1.62M sold.

Based on aggregated 13F filings for Q3 2021.