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Timken Company

421 hedge funds and large institutions have $4.36B invested in Timken Company in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 127 increasing their positions, 159 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $9.18M | Put options by funds: $7.33M

14% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 59

1% more funds holding

Funds holding: 416421 (+5)

0.98% less ownership

Funds ownership: 84.47%83.5% (-0.98%)

20% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 159

21% less capital invested

Capital invested by funds: $5.55B → $4.36B (-$1.19B)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
421
Holders Change
+5
Holders Change %
+1.2%
% of All Funds
6.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
67
Increased
127
Reduced
159
Closed
59
Calls
$9.18M
Puts
$7.33M
Net Calls
+$1.85M
Net Calls Change
-$25.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
226
Chase Investment Counsel
Virginia
$732K -$925K -11,403 -53%
NS
227
NBC Securities
Alabama
$715K +$790K +9,732 New
Mariner
228
Mariner
Kansas
$701K +$27.8K +343 +4%
Fifth Third Bancorp
229
Fifth Third Bancorp
Ohio
$668K +$23.2K +286 +3%
Neuberger Berman Group
230
Neuberger Berman Group
New York
$646K +$6.25K +77 +0.9%
GT
231
Glenmede Trust
Pennsylvania
$641K -$7.63K -94 -1%
DA
232
Duality Advisers
Florida
$626K +$691K +8,516 New
CCM
233
Cullen Capital Management
New York
$624K -$3K -37 -0.4%
SPA
234
Sherbrooke Park Advisers
New York
$612K +$440K +5,428 +187%
Aviva
235
Aviva
United Kingdom
$599K -$121K -1,497 -16%
AMI
236
Amica Mutual Insurance
Rhode Island
$598K +$660K +8,132 New
PP
237
PDT Partners
New York
$597K +$3.25K +40 +0.5%
I
238
InceptionR
California
$580K +$217K +2,673 +51%
X
239
Xponance
Pennsylvania
$566K -$15.3K -188 -2%
SI
240
Stephens Inc
Arkansas
$565K +$624K +7,684 New
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$559K +$101K +1,245 +20%
HH
242
Hilltop Holdings
Texas
$549K +$212K +2,615 +54%
State of Wisconsin Investment Board
243
State of Wisconsin Investment Board
Wisconsin
$548K +$186K +2,294 +44%
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$547K -$471K -5,801 -44%
Pictet Asset Management
245
Pictet Asset Management
Switzerland
$542K +$599K +7,378 New
Prudential Financial
246
Prudential Financial
New Jersey
$540K -$16.6M -204,482 -97%
QT
247
Quantbot Technologies
New York
$537K +$593K +7,311 New
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$531K
NA
249
NewEdge Advisors
Louisiana
$523K -$540K -6,655 -48%
Sumitomo Mitsui Trust Group
250
Sumitomo Mitsui Trust Group
Japan
$509K -$1.04M -12,812 -65%

TKR Hedge Fund Activity: Q3 2023 in Review

421 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Timken Company (TKR) for Q3 2023, worth a combined $4.36B — down 21% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new TKR positions and 59 closed out — a net gain of 8 holders — while 127 added to existing stakes and 159 trimmed.

The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $47.2M. The largest seller was AllianceBernstein, cutting an estimated $79.8M.

  • 421 institutional investors held Timken Company (TKR) as of Q3 2023, up from 416 in Q2 2023.
  • Funds reported $4.36B of Timken Company stock for Q3 2023, down 21% quarter-over-quarter.
  • 67 funds opened new Timken Company positions in Q3 2023 and 59 closed out, a net change of +8 holders.
  • The largest Timken Company buyer in Q3 2023 was Fiduciary Management Inc, an estimated $47.2M added.
  • The largest Timken Company seller in Q3 2023 was AllianceBernstein, an estimated $79.8M sold.

Based on aggregated 13F filings for Q3 2023.