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Timken Company
TKR

444 hedge funds and large institutions have $4.78B invested in Timken Company in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 122 increasing their positions, 179 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $8.29M

86% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

10% more capital invested

Capital invested by funds: $4.36B → $4.78B (+$417M)

5% more funds holding

Funds holding: 421 → 444 (+23)

1% more ownership

Funds ownership: 83.5% → 84.49% (+1%)

32% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 179

Holders
444
Holders Change
+23
Holders Change %
+5.46%
% of All Funds
6.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
65
Increased
122
Reduced
179
Closed
35
Calls
$15.7M
Puts
$8.29M
Net Calls
+$7.41M
Net Calls Change
+$5.55M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$50.4M
2
FMI
Fiduciary Management Inc
Wisconsin
+$40.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$33.9M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$27.5M
5
WHG
Westwood Holdings Group
Texas
+$14M

Top Sellers

1
BlackRock
BlackRock
New York
-$37.1M
2
Bank of America
Bank of America
North Carolina
-$30.2M
3
Amundi
Amundi
France
-$22.2M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$17M
5
AIM
Atlantic Investment Management
New York
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
251
Sumitomo Mitsui Trust Group
Japan
$538K -$15.3K -208 -3%
PTC
252
Petrus Trust Company
Texas
$533K -$387K -5,266 -44%
IIM
253
INTECH Investment Management
Florida
$529K +$294 +4 +0.1%
PAG
254
Private Advisor Group
New Jersey
$524K +$481K +6,544 New
Axa
255
Axa
France
$519K -$5.6M -76,129 -92%
DI
256
DFPG Investments
Utah
$513K -$17.4K -236 -3%
GT
257
Glenmede Trust
Pennsylvania
$509K -$174K -2,369 -27%
Alyeska Investment Group
258
Alyeska Investment Group
Illinois
$507K +$466K +6,331 New
EGM
259
Engineers Gate Manager
New York
$506K -$642K -8,724 -58%
BCM
260
Beddow Capital Management
Wyoming
$501K – – –
State of Wisconsin Investment Board
261
State of Wisconsin Investment Board
Wisconsin
$486K -$103K -1,396 -19%
MML Investors Services
262
MML Investors Services
Massachusetts
$483K +$78.7K +1,070 +22%
GIA
263
GHP Investment Advisors
Colorado
$479K +$440K +5,977 New
CB
264
Commerce Bank
Missouri
$474K +$435K +5,909 New
SWM
265
Sendero Wealth Management
Texas
$470K +$123K +1,667 +40%
SSA
266
Schonfeld Strategic Advisors
New York
$465K -$392K -5,333 -48%
IB
267
Intrust Bank
Kansas
$463K -$24.1K -328 -5%
SC
268
Skylands Capital
Wisconsin
$461K -$353K -4,800 -45%
NA
269
NewEdge Advisors
Louisiana
$460K -$102K -1,385 -19%
William Blair Investment Management
270
William Blair Investment Management
Illinois
$455K -$7.72K -105 -2%
SSWM
271
Sheets Smith Wealth Management
North Carolina
$454K +$417K +5,662 New
PP
272
PDT Partners
New York
$451K -$183K -2,491 -31%
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$445K -$13.8K -187 -3%
SAM
274
Securian Asset Management
Minnesota
$436K -$7.36K -100 -2%
GC
275
Guggenheim Capital
Illinois
$431K +$14.1K +191 +4%
9 10
11
12 13

TKR Hedge Fund Activity: Q4 2023 in Review

444 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Timken Company (TKR) for Q4 2023, worth a combined $4.78B — up 9.6% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TKR positions and 35 closed out — a net gain of 30 holders — while 122 added to existing stakes and 179 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $50.4M. The largest seller was BlackRock, cutting an estimated $37.1M.

  • 444 institutional investors held Timken Company (TKR) as of Q4 2023, up from 421 in Q3 2023.
  • Funds reported $4.78B of Timken Company stock for Q4 2023, up 9.6% quarter-over-quarter.
  • 65 funds opened new Timken Company positions in Q4 2023 and 35 closed out, a net change of +30 holders.
  • The largest Timken Company buyer in Q4 2023 was Morgan Stanley, an estimated $50.4M added.
  • The largest Timken Company seller in Q4 2023 was BlackRock, an estimated $37.1M sold.

Based on aggregated 13F filings for Q4 2023.