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Timken Company

443 hedge funds and large institutions have $5.17B invested in Timken Company in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 132 increasing their positions, 169 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $4.78B → $5.17B (+$395M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 55

0.1% less ownership

Funds ownership: 84.49%84.39% (-0.1%)

0% less funds holding

Funds holding: 444443 (-1)

12% less call options, than puts

Call options by funds: $9.69M | Put options by funds: $11M

22% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 169

Holders
443
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
6.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
55
Increased
132
Reduced
169
Closed
55
Calls
$9.69M
Puts
$11M
Net Calls
-$1.34M
Net Calls Change
-$8.74M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
326
Checchi Capital Advisers
California
$212K +$200K +2,430 New
FFM
327
Forum Financial Management
Illinois
$211K +$199K +2,414 New
BFM
328
Boothbay Fund Management
New York
$211K +$199K +2,412 New
PWG
329
Portside Wealth Group
Utah
$208K -$18.9K -229 -9%
MFG
330
Merit Financial Group
Georgia
$204K +$188K +2,274 New
QCG
331
Quadrant Capital Group
Ohio
$190K +$17.9K +217 +11%
HPC
332
HM Payson & Co
Maine
$188K
PS
333
Principal Securities
Iowa
$176K +$25.2K +306 +18%
AA
334
Ancora Advisors
Ohio
$175K
FHA
335
First Horizon Advisors
Tennessee
$172K -$990 -12 -0.6%
Walleye Trading
336
Walleye Trading
New York
$167K +$99.4K +1,205 +170%
SC
337
Skylands Capital
Wisconsin
$140K -$342K -4,150 -72%
S
338
SignatureFD
Georgia
$138K -$2.31K -28 -2%
PCM
339
Penserra Capital Management
California
$130K -$63.8K -774 -34%
C
340
Covestor
United Kingdom
$120K +$742 +9 +0.7%
Carson Wealth (CWM LLC)
341
Carson Wealth (CWM LLC)
Nebraska
$113K +$33.6K +407 +46%
KBC Group
342
KBC Group
Belgium
$105K +$15.8K +192 +19%
CFB
343
Cullen/Frost Bankers
Texas
$96.2K
RAM
344
Ramirez Asset Management
New York
$96.2K
QC
345
Quent Capital
New York
$81K -$7.59K -92 -9%
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$69K +$12K +146 +23%
CSC
347
Caldwell Sutter Capital
California
$67.8K +$22.7K +275 +55%
HNB
348
Hilltop National Bank
Wyoming
$66K +$62.3K +755 New
BTI
349
Blue Trust Inc
Georgia
$65.7K +$165 +2 +0.3%
SSB
350
Sandy Spring Bank
Maryland
$63.8K -$5.77K -70 -9%

TKR Hedge Fund Activity: Q1 2024 in Review

443 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Timken Company (TKR) for Q1 2024, worth a combined $5.17B — up 8.3% from $4.78B a quarter earlier.

Fund positioning in TKR was balanced in Q1 2024: 55 funds opened new positions, 55 closed out, 132 added to existing stakes and 169 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $71.6M. The largest seller was Morgan Stanley, cutting an estimated $57.7M.

  • 443 institutional investors held Timken Company (TKR) as of Q1 2024, down from 444 in Q4 2023.
  • Funds reported $5.17B of Timken Company stock for Q1 2024, up 8.3% quarter-over-quarter.
  • 55 funds opened new Timken Company positions in Q1 2024 and 55 closed out, a net change of 0 holders.
  • The largest Timken Company buyer in Q1 2024 was Fidelity Investments, an estimated $71.6M added.
  • The largest Timken Company seller in Q1 2024 was Morgan Stanley, an estimated $57.7M sold.

Based on aggregated 13F filings for Q1 2024.