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Park-Ohio Holdings
PKOH

63 hedge funds and large institutions have $140M invested in Park-Ohio Holdings in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

0.27% more ownership

Funds ownership: 52.06% → 52.33% (+0.27%)

6% less funds holding

Funds holding: 67 → 63 (-4)

17% less capital invested

Capital invested by funds: $169M → $140M (-$29M)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

83% less call options, than puts

Call options by funds: $2K | Put options by funds: $12K

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
19
Closed
11
Calls
$2K
Puts
$12K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.49M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$745K
3
GI
GAMCO Investors
Connecticut
+$578K
4
PMG
Private Management Group
California
+$531K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$315K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$1.33M
2
LSV Asset Management
LSV Asset Management
Illinois
-$911K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$759K
4
Wells Fargo
Wells Fargo
California
-$733K
5
American Century Companies
American Century Companies
Missouri
-$406K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$15K – – –
Legal & General Group
52
Legal & General Group
United Kingdom
$14K – – –
Federated Hermes
53
Federated Hermes
Pennsylvania
$11K -$861 -38 -7%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$10K -$3.13K -138 -23%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.8K +300 New
AA
56
Ancora Advisors
Ohio
$4K – – –
BAM
57
Bellevue Asset Management
Washington
$4K – – –
NSIM
58
North Star Investment Management
Illinois
$4K – – –
Simplex Trading
59
Simplex Trading
Illinois
$4K +$4.53K +200 New
TWA
60
TCI Wealth Advisors
Arizona
$2K – – –
SIC
61
Salem Investment Counselors
North Carolina
$2K +$1.7K +75 New
American Century Companies
62
American Century Companies
Missouri
– -$406K -15,906 Closed
Millennium Management
63
Millennium Management
New York
– -$399K -15,654 Closed
Arrowstreet Capital
64
Arrowstreet Capital
Massachusetts
– -$276K -10,800 Closed
Citadel Advisors
65
Citadel Advisors
Florida
– -$253K -9,902 Closed
Prudential Financial
66
Prudential Financial
New Jersey
– -$235K -9,223 Closed
Two Sigma Investments
67
Two Sigma Investments
New York
– -$229K -8,969 Closed
SG Americas Securities
68
SG Americas Securities
New York
– -$130K -5,086 Closed
Lazard Asset Management
69
Lazard Asset Management
New York
– -$30K -1,204 Closed
OSAM
70
O'Shaughnessy Asset Management
Connecticut
– -$19K -732 Closed
GRP
71
Global Retirement Partners
California
– -$3K -125 Closed
MAM
72
McCarthy Asset Management
California
– -$1K -50 Closed
Osaic Holdings
73
Osaic Holdings
Arizona
– -$703 -31 -62%
Toronto Dominion Bank
74
Toronto Dominion Bank
Ontario, Canada
– +$23 +1 New
1 2
3

PKOH Hedge Fund Activity: Q4 2021 in Review

63 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Park-Ohio Holdings (PKOH) for Q4 2021, worth a combined $140M — down 17% from $169M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of PKOH and 7 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 22 added.

The largest buyer was Fidelity Investments, adding an estimated $2.49M. The largest seller was Royce & Associates, cutting an estimated $1.33M.

  • 63 institutional investors held Park-Ohio Holdings (PKOH) as of Q4 2021, down from 67 in Q3 2021.
  • Funds reported $140M of Park-Ohio Holdings stock for Q4 2021, down 17% quarter-over-quarter.
  • 7 funds opened new Park-Ohio Holdings positions in Q4 2021 and 11 closed out, a net change of -4 holders.
  • The largest Park-Ohio Holdings buyer in Q4 2021 was Fidelity Investments, an estimated $2.49M added.
  • The largest Park-Ohio Holdings seller in Q4 2021 was Royce & Associates, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2021.