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Timken Company

397 hedge funds and large institutions have $4.71B invested in Timken Company in 2020 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 118 increasing their positions, 153 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 29

138% more call options, than puts

Call options by funds: $14M | Put options by funds: $5.89M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

42% more capital invested

Capital invested by funds: $3.32B → $4.71B (+$1.39B)

13% more funds holding

Funds holding: 350397 (+47)

0.63% less ownership

Funds ownership: 81.46%80.83% (-0.63%)

23% less repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 153

Holders
397
Holders Change
+47
Holders Change %
+13.43%
% of All Funds
7.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
79
Increased
118
Reduced
153
Closed
29
Calls
$14M
Puts
$5.89M
Net Calls
+$8.11M
Net Calls Change
+$4.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$483M +$15M +220,665 +4%
BlackRock
2
BlackRock
New York
$429M +$2.38M +34,961 +0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$242M -$3.9M -57,304 -2%
N
4
Nuveen
North Carolina
$192M -$34.9M -512,538 -17%
EARNEST Partners
5
EARNEST Partners
Georgia
$172M +$216K +3,171 +0.1%
LSV Asset Management
6
LSV Asset Management
Illinois
$140M -$3.25M -47,700 -3%
State Street
7
State Street
Massachusetts
$132M +$1.42M +20,815 +1%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$122M +$2.38M +34,883 +2%
Franklin Resources
9
Franklin Resources
California
$112M +$59.9M +880,235 +156%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$102M +$35M +513,687 +63%
Invesco
11
Invesco
Georgia
$92.8M -$45.4M -667,231 -36%
Principal Financial Group
12
Principal Financial Group
Iowa
$79.8M +$3.4M +49,861 +5%
Westfield Capital Management
13
Westfield Capital Management
Massachusetts
$76.7M -$2.48M -36,485 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$72.1M +$1.84M +27,067 +3%
AII
15
AGF Investments Inc
Ontario, Canada
$70.3M +$61.9M +908,388 +262,540%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$68.7M +$4.59M +67,383 +8%
AQR Capital Management
17
AQR Capital Management
Connecticut
$65.6M -$10.9M -159,806 -16%
Norges Bank
18
Norges Bank
Norway
$63.2M -$7.08K -104 -0%
Goldman Sachs
19
Goldman Sachs
New York
$60.2M -$17.2M -252,353 -24%
AAMU
20
Amundi Asset Management US
Massachusetts
$56.1M +$8.88M +130,441 +22%
JP Morgan Chase
21
JP Morgan Chase
New York
$55.6M +$26.8M +393,679 +121%
Brown Advisory
22
Brown Advisory
Maryland
$55.4M -$349K -5,124 -0.7%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$55.3M -$21.6M -316,488 -31%
VNIM
24
Vaughan Nelson Investment Management
Texas
$54.9M -$1.11M -16,278 -2%
Bank of America
25
Bank of America
North Carolina
$48M +$3.2M +46,980 +8%

TKR Hedge Fund Activity: Q4 2020 in Review

397 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Timken Company (TKR) for Q4 2020, worth a combined $4.71B — up 42% from $3.32B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new TKR positions and 29 closed out — a net gain of 50 holders — while 118 added to existing stakes and 153 trimmed.

The largest buyer was AGF Investments Inc, adding an estimated $61.9M. The largest seller was Adage Capital Partners, cutting an estimated $62M.

  • 397 institutional investors held Timken Company (TKR) as of Q4 2020, up from 350 in Q3 2020.
  • Funds reported $4.71B of Timken Company stock for Q4 2020, up 42% quarter-over-quarter.
  • 79 funds opened new Timken Company positions in Q4 2020 and 29 closed out, a net change of +50 holders.
  • The largest Timken Company buyer in Q4 2020 was AGF Investments Inc, an estimated $61.9M added.
  • The largest Timken Company seller in Q4 2020 was Adage Capital Partners, an estimated $62M sold.

Based on aggregated 13F filings for Q4 2020.