StockholmINSIDER

COMPANY DESK

SKF

SKF B · XSTO

Industrials

Swedish bearings and rotating-equipment manufacturer serving industrial and automotive customers worldwide.

AB SKFOrg. 556007-3495ISIN SE0000108227LEI 636700IK9V7O68VGRA55IR site
Show on capital radar →Export evidence pack
Sources healthyNewest data 6m ago

market-activity

Mixed evidence

-0.28 · 5/20/60d · 4m ago

high confidence

insider-activity

Building evidence

0.19 · 90d · 4m ago

moderate confidence

composite

Event-driven volatility

0.16 · multi-window · 4m ago

high confidence

narrative-velocity

Insufficient data

0.00 · 72h · 4m ago

low confidence

corporate-events

Event-driven volatility

1.61 · 30d · 4m ago

high confidence

Price & volume

SKF B · daily bars · evidence markers

Public source
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TIMELINE · FULL WINDOW

Price and event windows provide context only and do not establish causation.

Market data source: Free OHLC fallback (Yahoo Finance) — unofficial Yahoo OHLC fallback (low credibility).

Company brief

AI-generated from ingested evidence only

AI-generated, evidence-linkedmoderate confidencegenerated 2026-08-11 14:05

SKF: BlackRock 5% flaggning meets disclosed 2.13% short book

Over the last 14 days SKF's tape is two-sided: on the long side, BlackRock crossed the 5% major-holding threshold at 5.05658% on 2026-08-05 — the only flaggning notification in the window. On the short side, FI Blankning disclosures from Ilex Capital Partners (1.01%), MILLENNIUM International Management (0.60%) and Citadel Advisors Europe (0.52%) sum to 2.13% reported net short, with all three positions active in early August. The desk's 30-day event-driven-volatility signal sits at 1.62 (confidence 0.9), while the insider-activity label reads "building-evidence" despite no PDMR transactions appearing in this evidence pack — a meaningful gap. Market-activity over 5/20/60 days is labeled "mixed-evidence", and narrative-velocity over 72h is insufficient to corroborate either side.

Why it may matter: The BlackRock 5% threshold crossing is a structural long-side disclosure with index/passive read-through, while the Ilex/Millennium/Citadel short book represents the only disclosed directional bearish bets in the pack. With elevated event-driven volatility and a mixed multi-window market-activity read, the tape shows directional disagreement between a major passive buyer and at least three disclosed shorters — the analyst's job is to read the relative weight of these two opposing flows rather than to call the outcome.

Confidence rationale: Two primary FI sources (shorts and flaggning), both credibility=1 and recent (2026-08-05 to 2026-08-10). Six evidence records corroborate the long/short split cleanly, but there is no PDMR or macro evidence in this pack despite the insider-activity label flagging "building-evidence" — that gap, plus the narrative-velocity null read, prevents a high-confidence call on which side wins.

Claims & evidence

  • supportingBlackRock, Inc. crossed the 5% major-holding threshold in SKF with a 5.05658% holding flagged on 2026-08-05 — the sole flaggning notification in the 14-day window.

    • +Source document· Finansinspektionen major holdings (flaggning)· undatedPublic source
    • +Source document· Finansinspektionen major holdings (flaggning)· undatedPublic source

  • supportingThree FI Blankning disclosures — Ilex Capital Partners (UK) LLP 1.01%, MILLENNIUM INTERNATIONAL MANAGEMENT LP 0.60%, Citadel Advisors Europe Limited 0.52% — sum to 2.13% reported net short with all three positions active in early August 2026.

    • +Source document· Finansinspektionen net short positions· undatedPublic source
    • +Source document· Finansinspektionen net short positions· undatedPublic source
    • +Source document· Finansinspektionen net short positions· undatedPublic source
    • +Source document· Finansinspektionen net short positions· undatedPublic source

  • contradictingThe BlackRock 5% buy and the 2.13% disclosed short book sit on opposite sides of the tape, creating a directional disagreement that the desk's mixed-evidence market-activity label (5/20/60d) is consistent with.

    • −Source document· Finansinspektionen major holdings (flaggning)· undatedPublic source
    • −Source document· Finansinspektionen net short positions· undatedPublic source

  • caveatThe 2.13% aggregate is significant disclosed net short positions only (≥0.5% holders); it is not total free-float short interest and likely understates any sub-threshold or undisclosed shorting.

    • +Source document· Finansinspektionen net short positions· undatedPublic source

  • caveatThe desk's insider-activity label reads "building-evidence" yet no PDMR transaction records appear in this evidence pack — the long/short picture above is ownership-only and does not capture management-side flow.

    • +Source document· Finansinspektionen major holdings (flaggning)· undatedPublic source
    • +Source document· Finansinspektionen net short positions· undatedPublic source

  • open-questionWhether the three disclosed shorters will scale up, hold, or close in subsequent FI prints is the next falsifiable test of the bearish side of the tape.

    • +Source document· Finansinspektionen net short positions· undatedPublic source
    • +Source document· Finansinspektionen net short positions· undatedPublic source
    • +Source document· Finansinspektionen net short positions· undatedPublic source

  • contradictingThe two evidence classes are mechanistically asymmetric and not commensurable as mirror-image directional signals. The capital:ownership aggregate records only a post-trade level (5.05658%, 5.7 bps above the 5% disclosure threshold) with notificationCount=1 / buys=1 / sells=0 / crossings=0 and no pre-trade baseline or transaction-size data; the capital:ownership record therefore cannot distinguish an active long-side accumulation from passive/index-tracking accumulation or mere threshold-triggered compliance. By contrast, the capital:shorts aggregate plus the three FI Blankning event records document explicit net short position sizes (Ilex 1.01%, Millennium 0.60%, Citadel 0.52%), which are inherently directional in magnitude. Reading a threshold-level notification with unknown incremental flow as a 'structural long-side' signal of comparable weight to an aggregate of explicit net-short positions overstates the symmetry implied by 'opposite sides of the tape', and the same evidence pack that allows the short side to be characterised by direction-and-size only supports a level-and-direction characterization on the long side. (severity: notable)

    • −Source document· Finansinspektionen major holdings (flaggning)· undatedPublic source
    • −Source document· Finansinspektionen net short positions· undatedPublic source
    • −Source document· Finansinspektionen major holdings (flaggning)· undatedPublic source
    • −Source document· Finansinspektionen net short positions· undatedPublic source
    • −Source document· Finansinspektionen net short positions· undatedPublic source
    • −Source document· Finansinspektionen net short positions· undatedPublic source

  • contradictingThe narrative applies a partial-view caveat to the short side ('it is significant disclosed net short positions only (≥0.5% holders); it is not total free-float short interest and likely understates any sub-threshold or undisclosed shorting') but does not apply the structurally symmetric caveat to the long side. The 5% flaggning threshold is itself a partial view: a single threshold-crossing notification does not capture other 5%+ holders active in the window, nor sub-5% institutional holders, nor aggregate passive/index exposure in SKF. By presenting only the short-side aggregate as a partial view while treating the long side as a clean 'structural' signal, the narrative understates that both legs of the 'opposite sides of the tape' framing are partial-view threshold-triggered disclosures from this evidence pack alone. (severity: minor)

    • −Source document· Finansinspektionen major holdings (flaggning)· undatedPublic source
    • −Source document· Finansinspektionen net short positions· undatedPublic source

Alternative interpretations

  • The BlackRock 5.06% could be routine index/rebalancing flow rather than active directional conviction, given the clean threshold crossing at exactly 5%.
  • Multiple ≥0.5% shorters could reflect the same fund-of-funds vehicle or a coordinated hedge, not three independent bearish convictions on SKF fundamentals.
  • The event-driven-volatility label could be driven by macro/industrial-cycle rotation or peer-group moves rather than any SKF-specific catalyst surfaced in this pack.

Open questions

  • Do any of the three disclosed shorters increase, hold or close positions in upcoming FI net-short prints? — [event:b919e00e-def7-4fa3-8e8e-a0257dbf9bd3, event:191c5d5d-2656-47de-85c3-a49b4b378bb8, event:4bc289ac-0e68-4cc8-bd6e-2af249f42e06]
  • Will BlackRock cross subsequent thresholds (e.g. 5.5%, 6%) signalling continued accumulation, or was 5% the resting size? — [event:d4c713b1-e256-494f-aa61-d181c60f27c6]
  • Are there PDMR/insider transactions absent from this evidence pack that would justify the "building-evidence" insider-activity label? — [capital:ownership:b3ded16a-3303-4eda-bb70-8dbafc2d8731]

Supporting sources

What changed

40 events

regulatorynegative—

Net short 1.01% — Ilex Capital Partners (UK) LLP in Aktiebolaget SKF

Ilex Capital Partners (UK) LLP reports net short 1.01% in Aktiebolaget SKF.

SKFFinansinspektionen net short positionsPublic sourcelow confidenceSource
Ownershippositive—

Major holding buy — BlackRock, Inc. in Aktiebolaget SKF

Threshold 5 %; holding 5.05658%

SKFFinansinspektionen major holdings (flaggning)Public sourcelow confidenceSource
regulatorynegative—

Net short 0.52% — Citadel Advisors Europe Limited in Aktiebolaget SKF

Citadel Advisors Europe Limited reports net short 0.52% in Aktiebolaget SKF.

SKFFinansinspektionen net short positionsPublic sourcelow confidenceSource
regulatorynegative—

Net short 0.60% — MILLENNIUM INTERNATIONAL MANAGEMENT LP in Aktiebolaget SKF

MILLENNIUM INTERNATIONAL MANAGEMENT LP reports net short 0.60% in Aktiebolaget SKF.

SKFFinansinspektionen net short positionsPublic sourcelow confidenceSource
Insider transactionpositive—

Richard Almer Nilsson (Member of the Board of Directors) reported purchase of ≈ 741 tkr

Reported to FI: buy of 3000 Quantity SKF, AB ser. B at 247,1 kr. Nature: open-market.

SKFFinansinspektionen PDMR registerPublic sourcelow confidenceSource
other—

SKF Kv2 2026: Fortsatt förbättrad marginal

SKFIssuer IR via MFN (press rooms)Public sourcelow confidenceSource
Earnings—

SKF Q2 2026: Continued margin improvement

SKFIssuer IR via MFN (press rooms)Public sourcelow confidenceSource
Earnings—

SKF to publish Q2 report on 17 July

SKFIssuer IR via MFN (press rooms)Public sourcelow confidenceSource
Earnings—

SKFs rapport för andra kvartalet publiceras den 17 juli

SKFIssuer IR via MFN (press rooms)Public sourcelow confidenceSource
other—

SKF och Leaderdrive bildar ett gemensamt bolag för precisionskomponenter till humanoida robotar

SKFIssuer IR via MFN (press rooms)Public sourcelow confidenceSource
other—

SKF and Leaderdrive form a venture for precision components in humanoids

SKFIssuer IR via MFN (press rooms)Public sourcelow confidenceSource
other—

SKF inleder ett strategiskt partnerskap med Sferical AI

SKFIssuer IR via MFN (press rooms)Public sourcelow confidenceSource
other—

SKF commits to a sovereign AI future through strategic partnership with Sferical AI

SKFIssuer IR via MFN (press rooms)Public sourcelow confidenceSource
governance—

Annual general meeting of AB SKF

SKFIssuer IR via MFN (press rooms)Public sourcelow confidenceSource
other—

Årsstämma i AB SKF

SKFIssuer IR via MFN (press rooms)Public sourcelow confidenceSource

Capital structure (FI)

Blankning + Flaggning aggregates

RADAR →

Net shorts (Blankning)

Σ 2.13%

3 position(s) · 3 holder(s) · as of 2026-08-07

  • Ilex Capital Partners (UK) LLP1.01%
  • MILLENNIUM INTERNATIONAL MANAGEMENT LP0.60%
  • Citadel Advisors Europe Limited0.52%

Disclosed significant net shorts (≥0.5%), not total free-float short interest.

Major holdings (Flaggning)

1 notice

1 buy · 0 sell · 0 other

  • BlackRock, Inc. (buy)5.06%

Reported insider transactions

FI PDMR register · trend vs share-price window

Announcements & filings

  • SKF Q2 2026: Continued margin improvement

    interim-report25d agoIssuer IR via MFN (press rooms)Source

  • SKF Kv2 2026: Fortsatt förbättrad marginal

    Announcement25d agoIssuer IR via MFN (press rooms)Source

  • SKFs rapport för andra kvartalet publiceras den 17 juli

    interim-report2026-07-08Issuer IR via MFN (press rooms)Source

  • SKF to publish Q2 report on 17 July

    interim-report2026-07-08Issuer IR via MFN (press rooms)Source

  • SKF and Leaderdrive form a venture for precision components in humanoids

    Announcement2026-07-02Issuer IR via MFN (press rooms)Source

  • SKF och Leaderdrive bildar ett gemensamt bolag för precisionskomponenter till humanoida robotar

    Announcement2026-07-02Issuer IR via MFN (press rooms)Source

  • SKF commits to a sovereign AI future through strategic partnership with Sferical AI

    Announcement2026-04-30Issuer IR via MFN (press rooms)Source

  • SKF inleder ett strategiskt partnerskap med Sferical AI

    Announcement2026-04-30Issuer IR via MFN (press rooms)Source

  • Årsstämma i AB SKF

    Announcement2026-04-21Issuer IR via MFN (press rooms)Source

  • Annual general meeting of AB SKF

    Announcement2026-04-21Issuer IR via MFN (press rooms)Source

  • SKF Kv1 2026: Stark marginal trots volatila marknadsförhållanden

    Announcement2026-04-21Issuer IR via MFN (press rooms)Source

  • SKF Q1 2026: Strong margin despite volatile market conditions

    interim-report2026-04-21Issuer IR via MFN (press rooms)Source

  • SKF to publish Q1 report on 21 April

    interim-report2026-04-13Issuer IR via MFN (press rooms)Source

  • SKFs rapport för första kvartalet publiceras den 21 april

    interim-report2026-04-13Issuer IR via MFN (press rooms)Source

  • SKF consolidates its manufacturing footprint in Americas to strengthen operations

    Announcement2026-04-07Issuer IR via MFN (press rooms)Source

  • SKF konsoliderar sin tillverkningsstruktur i Amerika för att stärka verksamheten

    Announcement2026-04-07Issuer IR via MFN (press rooms)Source

  • SKF: Kallelse till årsstämma

    Announcement2026-03-18Issuer IR via MFN (press rooms)Source

  • SKF: Notice of Annual General Meeting

    Announcement2026-03-18Issuer IR via MFN (press rooms)Source

  • SKF announces new business segments and releases restated figures

    Announcement2026-03-16Issuer IR via MFN (press rooms)Source

  • SKF tillkännager nya affärssegment och publicerar omräknade historiska siffror

    Announcement2026-03-16Issuer IR via MFN (press rooms)Source

  • SKF gör förvärv för att stärka sitt utbud inom tillståndsövervakning

    Announcement2026-03-09Issuer IR via MFN (press rooms)Source

  • SKF makes acquisition to strengthen its Condition Monitoring portfolio

    Announcement2026-03-09Issuer IR via MFN (press rooms)Source

  • SKF publicerar årsredovisning och hållbarhetsrapport för 2025

    interim-report2026-03-06Issuer IR via MFN (press rooms)Source

  • SKF publishes Annual and Sustainability Report 2025

    Announcement2026-03-06Issuer IR via MFN (press rooms)Source

  • SKF announces the future name of the Automotive business: SKF Vertevo

    Announcement2026-02-26Issuer IR via MFN (press rooms)Source

People

Board · management (open roles only — PDMR related parties omitted)

Management

Board

Themes

  • Industrial flaggning accumulation meets insider/short distribution at Saab and SKFmoderate confidence

    Detected via 3 evidence records

  • OMX disclosed short books overlap with 5% ownership crossings and PDMR clustering on the same namesmoderate confidence

    Detected via 3 evidence records

  • Swedish flagship ownership consolidation via flaggning tape, with mixed H&M signalmoderate confidence

    Detected via 3 evidence records

  • Disclosed short concentration in cyclical and consumer-discretionary names with conflicting ownership signalsmoderate confidence

    Detected via 2 evidence records

  • Flaggning ownership flows run against insider outflows or short-side build at the same namemoderate confidence

    Detected via 3 evidence records

  • Long-only institutional accumulation overlaps with PDMR distribution and disclosed short booksmoderate confidence

    Detected via 3 evidence records

  • Multi-channel signal convergence on OMXS30 industrial/consumer names (H&M and SKF as convergence points)moderate confidence

    Detected via 3 evidence records

  • Cross-name principal ownership accumulation through OMXS30 flaggning in the industrial complexmoderate confidence

    Detected via 2 evidence records

  • Mixed Swedish institutional ownership rotation across recent OMXS30 flaggningarhigh confidence

    Detected via 2 evidence records

Related companies

  • Addtechvia Mixed Swedish institutional ownership rotation across recent OMXS30 flaggningar
  • Lifcovia OMX disclosed short books overlap with 5% ownership crossings and PDMR clustering on the same names
  • NIBEvia OMX disclosed short books overlap with 5% ownership crossings and PDMR clustering on the same names
  • Saabvia Industrial flaggning accumulation meets insider/short distribution at Saab and SKF
  • Truecallervia OMX disclosed short books overlap with 5% ownership crossings and PDMR clustering on the same names
  • Ericssonvia OMX disclosed short books overlap with 5% ownership crossings and PDMR clustering on the same names
  • Volvo Groupvia Swedish flagship ownership consolidation via flaggning tape, with mixed H&M signal
  • Evolutionvia Mixed Swedish institutional ownership rotation across recent OMXS30 flaggningar

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