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Park-Ohio Holdings
PKOH

106 hedge funds and large institutions have $322M invested in Park-Ohio Holdings in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

3% more funds holding

Funds holding: 103 → 106 (+3)

1% more capital invested

Capital invested by funds: $320M → $322M (+$2.43M)

0.09% less ownership

Funds ownership: 56.02% → 55.93% (-0.09%)

5% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 38

42% less call options, than puts

Call options by funds: $230K | Put options by funds: $395K

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
36
Reduced
38
Closed
9
Calls
$230K
Puts
$395K
Net Calls
-$165K
Net Calls Change
-$83K

Top Buyers

Rank Fund Capital Flow
1
FIM
Foresters Investment Management
New York
+$2.55M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.48M
3
Millennium Management
Millennium Management
New York
+$1.34M
4
UBS Group
UBS Group
Switzerland
+$1.31M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$847K

Top Sellers

Rank Fund Capital Flow
1
NC
Northpointe Capital
Michigan
-$2.84M
2
William Blair & Company
William Blair & Company
Illinois
-$1.27M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$1.19M
4
GCP
GSA Capital Partners
United Kingdom
-$990K
5
GI
GAMCO Investors
Connecticut
-$827K
Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
101
Global Retirement Partners
California
$6K – – –
QI
102
QS Investors
New York
$6K – – –
FHA
103
First Horizon Advisors
Tennessee
$3K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SEI Investments
105
SEI Investments
Pennsylvania
$1K +$896 +20 New
MERSOM
106
Municipal Employees' Retirement System of Michigan
Michigan
– -$1.19M -26,150 Closed
MHP
107
Manatuck Hill Partners
Connecticut
– -$784K -17,200 Closed
NFA
108
Nationwide Fund Advisors
Ohio
– -$537K -11,782 Closed
JIR
109
James Investment Research
Ohio
– -$440K -9,660 Closed
Goldman Sachs
110
Goldman Sachs
New York
– -$250K -5,472 Closed
Barrow, Hanley, Mewhinney & Strauss
111
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$231K -5,067 Closed
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
– -$228K -4,990 Closed
WCM
113
Wedge Capital Management
North Carolina
– -$221K -4,838 Closed
PG
114
PEAK6 Group
Illinois
– -$173K -3,871 Closed
IA
115
IFP Advisors
Florida
– -$4.7K -105 -95%
1 2 3 4
5

PKOH Hedge Fund Activity: Q4 2017 in Review

106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Park-Ohio Holdings (PKOH) for Q4 2017, worth a combined $322M — up 0.76% from $320M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new PKOH positions and 9 closed out — a net gain of 3 holders — while 36 added to existing stakes and 38 trimmed.

The largest buyer was Foresters Investment Management, opening a new position worth an estimated $2.55M. The largest seller was Northpointe Capital, cutting an estimated $2.84M.

  • 106 institutional investors held Park-Ohio Holdings (PKOH) as of Q4 2017, up from 103 in Q3 2017.
  • Funds reported $322M of Park-Ohio Holdings stock for Q4 2017, up 0.76% quarter-over-quarter.
  • 12 funds opened new Park-Ohio Holdings positions in Q4 2017 and 9 closed out, a net change of +3 holders.
  • The largest Park-Ohio Holdings buyer in Q4 2017 was Foresters Investment Management, an estimated $2.55M added.
  • The largest Park-Ohio Holdings seller in Q4 2017 was Northpointe Capital, an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2017.