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PKX Holdings Changes image
This page summarizes the PKX holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether PKX is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing PKX Share Count
Nuveen Asset Management LLC 179 14,159 +13,980 +7810.06%
Tower Research Capital LLC TRC 342 2,098 +1,756 +513.45%
Farther Finance Advisors LLC 225 793 +568 +252.44%
UBS Group AG 11,084 34,345 +23,261 +209.86%
Jane Street Group LLC 4,524 9,845 +5,321 +117.62%
Advisor Group Holdings Inc. 5,359 9,176 +3,817 +71.23%
Ronald Blue Trust Inc. 1,870 3,154 +1,284 +68.66%
Profund Advisors LLC 5,017 8,390 +3,373 +67.23%
Hexagon Capital Partners LLC 162 261 +99 +61.11%
D. E. Shaw & Co. Inc. 9,038 14,091 +5,053 +55.91%
Creative Planning 27,254 37,032 +9,778 +35.88%
Ballentine Partners LLC 3,565 4,625 +1,060 +29.73%
FMR LLC 13,506 17,018 +3,512 +26.00%
Great Diamond Partners LLC 3,921 4,674 +753 +19.20%
Connor Clark & Lunn Investment Management Ltd. 303,046 360,253 +57,207 +18.88%
Altrius Capital Management Inc 55,636 65,099 +9,463 +17.01%
SRS Capital Advisors Inc. 118 138 +20 +16.95%
CWM LLC 1,149 1,301 +152 +13.23%
Mercer Global Advisors Inc. ADV 3,313 3,743 +430 +12.98%
Quantinno Capital Management LP 6,596 7,356 +760 +11.52%
Dfpg Investments LLC 7,663 8,532 +869 +11.34%
American Century Companies Inc. 271,763 299,894 +28,131 +10.35%
Ameritas Advisory Services LLC 3,565 3,847 +282 +7.91%
Guggenheim Capital LLC 21,177 22,372 +1,195 +5.64%
Schroder Investment Management Group 3,120 3,269 +149 +4.78%
State Street Corp 834,840 874,509 +39,669 +4.75%
Citigroup Inc. 11,564 12,044 +480 +4.15%
JFS Wealth Advisors LLC 303 315 +12 +3.96%
Ritholtz Wealth Management 33,762 35,086 +1,324 +3.92%
O Shaughnessy Asset Management LLC 80,320 82,688 +2,368 +2.95%
Ameriprise Financial Inc. 7,181 7,373 +192 +2.67%
Stifel Financial Corp 24,286 24,861 +575 +2.37%
Atlas Capital Advisors LLC 7,380 7,508 +128 +1.73%
Northern Trust Corp 156,626 159,093 +2,467 +1.58%
Cerity Partners LLC 15,146 15,361 +215 +1.42%
US Bancorp DE 10,551 10,700 +149 +1.41%
DMG Group LLC 10,746 10,884 +138 +1.28%
Claro Advisors LLC 2,594 2,627 +33 +1.27%
JPMorgan Chase & Co. 8,548 8,619 +71 +0.83%
Shilanski & Associates Inc. 3,031 3,047 +16 +0.53%
Goldman Sachs Group Inc. 259,485 259,899 +414 +0.16%
13F Filers Reporting New Positions In PKX
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 9 +9 +100%
Huntington National Bank 0 38 +38 +100%
Barclays PLC 0 100 +100 +100%
MML Investors Services LLC 0 2,155 +2,155 +100%
Toronto Dominion Bank 0 4 +4 +100%
Nomura Holdings Inc. 0 29,540 +29,540 +100%
Millennium Management LLC 0 28,193 +28,193 +100%
Marshall Wace LLP 0 4,429 +4,429 +100%
Cambridge Investment Research Advisors Inc. 0 11,049 +11,049 +100%
Citadel Advisors LLC 0 563 +563 +100%
AdvisorShares Investments LLC 0 9,090 +9,090 +100%
Benjamin F. Edwards & Company Inc. 0 327 +327 +100%
OLD Mission Capital LLC 0 33,113 +33,113 +100%
HighTower Advisors LLC 0 5,379 +5,379 +100%
United Capital Financial Advisers LLC 0 2,957 +2,957 +100%
HRT Financial LP 0 3,645 +3,645 +100%
Simplex Trading LLC 0 1,302 +1,302 +100%
Quantbot Technologies LP 0 155 +155 +100%
Barometer Capital Management Inc. 0 1,300 +1,300 +100%
Segantii Capital Management Ltd 0 57,700 +57,700 +100%
Advisory Services Network LLC 0 10 +10 +100%
Cubist Systematic Strategies LLC 0 11,521 +11,521 +100%
Point72 Asset Management L.P. 0 9,000 +9,000 +100%
Bayesian Capital Management LP 0 2,536 +2,536 +100%
GWM Advisors LLC 0 129 +129 +100%
Squarepoint Ops LLC 0 4,378 +4,378 +100%
Bfsg LLC 0 20 +20 +100%
Qube Research & Technologies Ltd 0 5,519 +5,519 +100%
AXQ Capital LP 0 3,557 +3,557 +100%
Atomi Financial Group Inc. 0 6,918 +6,918 +100%
Arlington Trust Co LLC 0 90 +90 +100%
Frazier Financial Advisors LLC 0 33 +33 +100%
Bruce G. Allen Investments LLC 0 267 +267 +100%
Valued Wealth Advisors LLC 0 178 +178 +100%
GAMMA Investing LLC 0 278 +278 +100%
Smartleaf Asset Management LLC 0 23 +23 +100%
Pathstone Holdings LLC 0 11,384 +11,384 +100%
Sivia Capital Partners LLC 0 3,180 +3,180 +100%
13F Filers With Unchanged Share Count
First Manhattan Co. 284 284 UNCH 0.00%
Johnson Investment Counsel Inc. 4,240 4,240 UNCH 0.00%
National Bank of Canada FI 30 30 UNCH 0.00%
UMB Bank N A MO 651 651 UNCH 0.00%
Northwestern Mutual Wealth Management Co. 932 932 UNCH 0.00%
Lazard Asset Management LLC 3,933 3,933 UNCH 0.00%
AdvisorNet Financial Inc 62 62 UNCH 0.00%
DekaBank Deutsche Girozentrale 36,017 36,017 UNCH 0.00%
WESPAC Advisors LLC 5,368 5,368 UNCH 0.00%
Allworth Financial LP 296 296 UNCH 0.00%
Wealth Architects LLC 3,492 3,492 UNCH 0.00%
Sunbelt Securities Inc. 32 32 UNCH 0.00%
Glassman Wealth Services 306 306 UNCH 0.00%
Edmond DE Rothschild Holding S.A. 300 300 UNCH 0.00%
Russell Investments Group Ltd. 50 50 UNCH 0.00%
Founders Capital Management 300 300 UNCH 0.00%
Retirement Group LLC 7 7 UNCH 0.00%
Global Retirement Partners LLC 192 192 UNCH 0.00%
Banque Cantonale Vaudoise 5,850 5,850 UNCH 0.00%
Key Financial Inc 89 89 UNCH 0.00%
Foster Group Inc. 2,168 2,168 UNCH 0.00%
Yousif Capital Management LLC 5,612 5,612 UNCH 0.00%
Bell Investment Advisors Inc 35 35 UNCH 0.00%
Western Pacific Wealth Management LP 21 21 UNCH 0.00%
Psagot Value Holdings Ltd. Israel 300 300 UNCH 0.00%
True Wealth Design LLC 22 22 UNCH 0.00%
13F Filers Decreasing PKX Share Count
BNP Paribas Arbitrage SA 254,368 6,053 -248,315 -97.62%
Robeco Institutional Asset Management B.V. 77,933 30,214 -47,719 -61.23%
CWA Asset Management Group LLC 77,073 33,050 -44,023 -57.12%
Schonfeld Strategic Advisors LLC 10,900 5,600 -5,300 -48.62%
Paradigm Asset Management Co. LLC 1,150 600 -550 -47.83%
Financial Management Professionals Inc. 139 80 -59 -42.45%
Fifth Third Bancorp 30 18 -12 -40.00%
Envestnet Asset Management Inc. 44,601 27,003 -17,598 -39.46%
Gradient Investments LLC 51 31 -20 -39.22%
Cresset Asset Management LLC 7,642 5,015 -2,627 -34.38%
Raymond James Financial Services Advisors Inc. 3,616 2,644 -972 -26.88%
Susquehanna International Group LLP 27,937 21,420 -6,517 -23.33%
West Family Investments Inc. 2,864 2,200 -664 -23.18%
Balentine LLC 10,807 8,559 -2,248 -20.80%
Advisors Asset Management Inc. 43,599 35,404 -8,195 -18.80%
Bank of America Corp DE 48,602 40,186 -8,416 -17.32%
LPL Financial LLC 8,200 6,925 -1,275 -15.55%
Victory Capital Management Inc. 16,541 14,132 -2,409 -14.56%
Neuberger Berman Group LLC 4,522 3,864 -658 -14.55%
Towle & Co. 13,100 11,250 -1,850 -14.12%
Veriti Management LLC 31,675 27,397 -4,278 -13.51%
Natixis Advisors L.P. 41,868 36,249 -5,619 -13.42%
AQR Capital Management LLC 7,604 6,595 -1,009 -13.27%
Mariner LLC 14,717 12,893 -1,824 -12.39%
Wells Fargo & Company MN 12,294 10,936 -1,358 -11.05%
Boston Private Wealth LLC 2,760 2,474 -286 -10.36%
Recurrent Investment Advisors LLC 10,974 9,879 -1,095 -9.98%
Gilman Hill Asset Management LLC 28,627 25,882 -2,745 -9.59%
Bank of Montreal Can 18,018 16,476 -1,542 -8.56%
Vident Advisory LLC 30,637 28,112 -2,525 -8.24%
JustInvest LLC 20,534 18,859 -1,675 -8.16%
Dorsey Wright & Associates 39,604 36,791 -2,813 -7.10%
Van ECK Associates Corp 79,859 74,705 -5,154 -6.45%
Townsquare Capital LLC 7,747 7,251 -496 -6.40%
Pacer Advisors Inc. 2,822 2,648 -174 -6.17%
Oversea Chinese Banking CORP Ltd 46,455 43,661 -2,794 -6.01%
DGS Capital Management LLC 4,984 4,694 -290 -5.82%
Crossmark Global Holdings Inc. 23,422 22,284 -1,138 -4.86%
Truist Financial Corp 10,235 9,784 -451 -4.41%
Greenline Partners LLC 56,048 53,643 -2,405 -4.29%
QRG Capital Management Inc. 6,462 6,193 -269 -4.16%
Clearbridge Investments LLC 30,673 29,673 -1,000 -3.26%
Personal CFO Solutions LLC 2,354 2,281 -73 -3.10%
Beverly Hills Private Wealth LLC 2,902 2,813 -89 -3.07%
Greenleaf Trust 7,907 7,667 -240 -3.04%
Dimensional Fund Advisors LP 1,253,629 1,217,958 -35,671 -2.85%
BlackRock Inc. 780,671 758,992 -21,679 -2.78%
Signaturefd LLC 24,461 23,812 -649 -2.65%
Schechter Investment Advisors LLC 4,641 4,529 -112 -2.41%
Parallel Advisors LLC 3,842 3,750 -92 -2.39%
CI Private Wealth LLC 26,367 25,835 -532 -2.02%
Cetera Advisor Networks LLC 4,687 4,595 -92 -1.96%
Pinnacle Wealth Planning Services Inc. 2,829 2,776 -53 -1.87%
Wrapmanager Inc. 3,161 3,104 -57 -1.80%
Grantham Mayo Van Otterloo & Co. LLC 463,835 455,562 -8,273 -1.78%
Royal Bank of Canada 4,153 4,079 -74 -1.78%
Sequoia Financial Advisors LLC 10,551 10,408 -143 -1.36%
Morgan Stanley 581,030 573,101 -7,929 -1.36%
PDS Planning Inc 4,027 3,980 -47 -1.17%
The PNC Financial Services Group Inc. 7,623 7,553 -70 -0.92%
Wetherby Asset Management Inc. 25,797 25,577 -220 -0.85%
Rhumbline Advisers 50,849 50,562 -287 -0.56%
JJJ Advisors Inc. 2,240 2,228 -12 -0.54%
Lindbrook Capital LLC 3,193 3,177 -16 -0.50%
Vanguard Group Inc. 326,129 325,396 -733 -0.22%
EverSource Wealth Advisors LLC 1,628 1,625 -3 -0.18%
Quadrant Capital Group LLC 20,472 20,444 -28 -0.14%
CIBC World Markets Inc. 42,503 42,467 -36 -0.08%
13F Filers Exiting PKX
ORG Partners LLC 22 0 -22 -100.00%
Portside Wealth Group LLC 2,013 0 -2,013 -100.00%
Spire Wealth Management 55 0 -55 -100.00%
Legacy Wealth Asset Management LLC 14,093 0 -14,093 -100.00%
Aprio Wealth Management LLC 2,129 0 -2,129 -100.00%
Americana Partners LLC 2,487 0 -2,487 -100.00%
Y Intercept Hong Kong Ltd 5,670 0 -5,670 -100.00%
Cary Street Partners Investment Advisory LLC 44 0 -44 -100.00%
FORA Capital LLC 7,802 0 -7,802 -100.00%
Independent Advisor Alliance 10,521 0 -10,521 -100.00%
CWM Advisors LLC 6,239 0 -6,239 -100.00%
GFG Capital LLC 10,762 0 -10,762 -100.00%
First Horizon Advisors Inc. 9 0 -9 -100.00%
Voloridge Investment Management LLC 27,479 0 -27,479 -100.00%
RWWM Inc. 41,757 0 -41,757 -100.00%
Capstone Investment Advisors LLC 7,973 0 -7,973 -100.00%
Bank of New York Mellon Corp 2,187 0 -2,187 -100.00%
ClariVest Asset Management LLC 24 0 -24 -100.00%
Motco 150 0 -150 -100.00%
Balyasny Asset Management LLC 5,890 0 -5,890 -100.00%
Bessemer Group Inc. 2,155 0 -2,155 -100.00%
Shelton Capital Management 4,006 0 -4,006 -100.00%

See Summary: Institutional Holders of PKX
See Details: Top 10 Hedge Funds Holding PKX

PKX Holdings Changes | www.HoldingsChannel.com

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