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Timken Company

265 hedge funds and large institutions have $1.75B invested in Timken Company in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 79 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 79

0.35% more ownership

Funds ownership: 75.11%75.47% (+0.35%)

6% less call options, than puts

Call options by funds: $3.69M | Put options by funds: $3.94M

10% less funds holding

Funds holding: 294265 (-29)

26% less capital invested

Capital invested by funds: $2.37B → $1.75B (-$624M)

43% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 61

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
265
Holders Change
-29
Holders Change %
-9.86%
% of All Funds
7.4%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
110
Reduced
79
Closed
61
Calls
$3.69M
Puts
$3.94M
Net Calls
-$256K
Net Calls Change
-$3.49M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$166M +$36.5M +1,144,336 +23%
SAM
2
Southernsun Asset Management
Tennessee
$144M +$18M +564,946 +12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$138M -$76.4K -2,397 -0%
Boston Partners
4
Boston Partners
Massachusetts
$86.2M +$143K +4,470 +0.1%
BFA
5
BlackRock Fund Advisors
California
$64.9M +$1.04M +32,592 +1%
VVP
6
Vulcan Value Partners
Alabama
$63.5M +$57.3M +1,795,701 +348%
PIM
7
Perkins Investment Management
Illinois
$61.2M +$1.56M +48,851 +2%
EARNEST Partners
8
EARNEST Partners
Georgia
$57.2M -$1.93M -60,413 -3%
BIT
9
BlackRock Institutional Trust
California
$56.5M -$1.31M -40,977 -2%
State Street
10
State Street
Massachusetts
$52.6M +$670K +21,020 +1%
HP
11
Holowesko Partners
Bahamas
$46.8M +$21.1M +661,800 +64%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$42.1M -$1.89M -59,394 -4%
AQR Capital Management
13
AQR Capital Management
Connecticut
$36.7M +$8.29M +259,851 +24%
CRM
14
Cramer Rosenthal McGlynn
Connecticut
$34.6M -$2.03M -63,808 -5%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$33.6M +$3.15M +98,840 +9%
LSV Asset Management
16
LSV Asset Management
Illinois
$31.3M +$1.55M +48,700 +4%
Norges Bank
17
Norges Bank
Norway
$23.4M -$1.66M -52,151 -6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$21.6M -$1.16M -36,398 -4%
Invesco
19
Invesco
Georgia
$20.4M -$10.1M -316,280 -30%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$19.1M -$1.19M -37,378 -5%
Northern Trust
21
Northern Trust
Illinois
$18M -$272K -8,514 -1%
Prudential Financial
22
Prudential Financial
New Jersey
$17.9M +$3.7M +115,890 +22%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$16.8M -$13.3M -417,409 -41%
BG
24
BlackRock Group
United Kingdom
$15.3M +$14.3M +448,359 +417%
Two Sigma Investments
25
Two Sigma Investments
New York
$14.8M -$9.45M -296,199 -36%

TKR Hedge Fund Activity: Q3 2015 in Review

265 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Timken Company (TKR) for Q3 2015, worth a combined $1.75B — down 26% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of TKR and 35 opened new positions — a net loss of 26 holders — while 79 trimmed existing stakes and 110 added.

The largest buyer was Vulcan Value Partners, adding an estimated $57.3M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $59.7M sold.

  • 265 institutional investors held Timken Company (TKR) as of Q3 2015, down from 294 in Q2 2015.
  • Funds reported $1.75B of Timken Company stock for Q3 2015, down 26% quarter-over-quarter.
  • 35 funds opened new Timken Company positions in Q3 2015 and 61 closed out, a net change of -26 holders.
  • The largest Timken Company buyer in Q3 2015 was Vulcan Value Partners, an estimated $57.3M added.
  • The largest Timken Company seller in Q3 2015 was Westfield Capital Management, an estimated $59.7M sold.

Based on aggregated 13F filings for Q3 2015.