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Timken Company

354 hedge funds and large institutions have $3.37B invested in Timken Company in 2019 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 96 increasing their positions, 140 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 30

34% more capital invested

Capital invested by funds: $2.51B → $3.37B (+$859M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more funds holding

Funds holding: 339354 (+15)

3.06% more ownership

Funds ownership: 76.49%79.56% (+3.1%)

9% more call options, than puts

Call options by funds: $3.39M | Put options by funds: $3.1M

31% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 140

Holders
354
Holders Change
+15
Holders Change %
+4.42%
% of All Funds
6.98%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
58
Increased
96
Reduced
140
Closed
30
Calls
$3.39M
Puts
$3.1M
Net Calls
+$289K
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
326
Lighthouse Financial Advisors
Maryland
$8K +$7.68K +152 New
GAM
327
Gemmer Asset Management
California
$7K
BC
328
Barnett & Company
Tennessee
$7K +$5.51K +109 +1,557%
HWA
329
Heritage Wealth Advisors
Virginia
$5.07K
Bessemer Group
330
Bessemer Group
New Jersey
$5K
IA
331
IFP Advisors
Florida
$5K
PA
332
Parallel Advisors
California
$5K +$3.39K +67 +335%
SMFS
333
Squar Milner Financial Services
California
$5K +$4.85K +96 New
CHC
334
City Holding Co
West Virginia
$4K
IRC
335
Investors Research Corp
Georgia
$4K
TPCW
336
TD Private Client Wealth
New York
$3.38K +$3.03K +60 New
HGWM
337
Harvest Group Wealth Management
Massachusetts
$3K
Kayne Anderson Rudnick Investment Management
338
Kayne Anderson Rudnick Investment Management
California
$3K
PFSC
339
Peoples Financial Services Corp
Pennsylvania
$3K
PMFA
340
Plante Moran Financial Advisors
Michigan
$3K
CAW
341
Cornerstone Advisors (Washington)
Washington
$2K
EFSCE
342
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
TSW
343
Thompson Siegel & Walmsley
Virginia
$2K +$1.52K +30 New
SFS
344
Sowell Financial Services
Arkansas
$1K -$1.11K -22 -59%
BBHC
345
Brown Brothers Harriman & Co
New York
$1K
RFM
346
Royal Fund Management
Florida
$1K
Fidelity International
347
Fidelity International
Bermuda
$1K +$505 +10 +100%
Rockefeller Capital Management
348
Rockefeller Capital Management
New York
$1K +$606 +12 New
OPS
349
Orion Portfolio Solutions
Nebraska
$1K +$1.26K +25 New
SWA
350
Sutton Wealth Advisors
Florida
$957

TKR Hedge Fund Activity: Q4 2019 in Review

354 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Timken Company (TKR) for Q4 2019, worth a combined $3.37B — up 34% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new TKR positions and 30 closed out — a net gain of 28 holders — while 96 added to existing stakes and 140 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $35.4M. The largest seller was Russell Investments Group, cutting an estimated $26.4M.

  • 354 institutional investors held Timken Company (TKR) as of Q4 2019, up from 339 in Q3 2019.
  • Funds reported $3.37B of Timken Company stock for Q4 2019, up 34% quarter-over-quarter.
  • 58 funds opened new Timken Company positions in Q4 2019 and 30 closed out, a net change of +28 holders.
  • The largest Timken Company buyer in Q4 2019 was Adage Capital Partners, an estimated $35.4M added.
  • The largest Timken Company seller in Q4 2019 was Russell Investments Group, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2019.