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Parker-Hannifin

701 hedge funds and large institutions have $17.8B invested in Parker-Hannifin in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 222 increasing their positions, 272 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 55

36% more call options, than puts

Call options by funds: $115M | Put options by funds: $84.8M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more capital invested

Capital invested by funds: $15.5B → $17.8B (+$2.29B)

2% more funds holding

Funds holding: 684701 (+17)

1.53% more ownership

Funds ownership: 79.49%81.02% (+1.5%)

18% less repeat investments, than reductions

Existing positions increased: 222 | Existing positions reduced: 272

Holders
701
Holders Change
+17
Holders Change %
+2.49%
% of All Funds
15.17%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
76
Increased
222
Reduced
272
Closed
55
Calls
$115M
Puts
$84.8M
Net Calls
+$30.2M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
226
Atlantic Union Bankshares
Virginia
$3.11M -$196K -1,180 -6%
Creative Planning
227
Creative Planning
Kansas
$3.1M -$253K -1,524 -8%
Truist Financial
228
Truist Financial
North Carolina
$3.09M +$664K +4,005 +29%
JMPWA
229
JP Morgan Private Wealth Advisors
California
$3.06M +$703K +4,239 +31%
Mitsubishi UFJ Asset Management
230
Mitsubishi UFJ Asset Management
Japan
$3.04M +$176K +1,061 +6%
AB
231
Amalgamated Bank
New York
$2.98M +$71.1K +429 +3%
VRS
232
Virginia Retirement Systems
Virginia
$2.94M
M&T Bank
233
M&T Bank
New York
$2.93M +$174K +1,048 +7%
FAAS
234
First Allied Advisory Services
California
$2.92M +$995 +6 +0%
CCMD
235
Cypress Capital Management (Delaware)
Delaware
$2.89M +$2.79M +16,850 New
WF
236
WealthTrust Fairport
Ohio
$2.88M
CBOA
237
Commonwealth Bank of Australia
Australia
$2.83M +$131K +792 +5%
SB
238
Suntrust Banks
Georgia
$2.83M -$66.3K -400 -2%
UR
239
USCA RIA
Texas
$2.82M +$2.73M +16,453 New
FFA
240
Fragasso Financial Advisors
Pennsylvania
$2.8M +$780K +4,703 +40%
GF
241
Gabelli Funds
New York
$2.8M +$49.7K +300 +2%
BFO
242
Boston Family Office
Massachusetts
$2.77M
Mirae Asset Global Investments
243
Mirae Asset Global Investments
South Korea
$2.72M -$126K -762 -5%
ECM
244
Element Capital Management
New York
$2.69M +$1.55M +9,372 +149%
RBA
245
Richard Bernstein Advisors
New York
$2.64M
Janney Montgomery Scott
246
Janney Montgomery Scott
Pennsylvania
$2.63M +$973K +5,867 +62%
HAI
247
Hennessy Advisors Inc
California
$2.63M +$2.54M +15,300 New
AIP
248
Ameritas Investment Partners
Nebraska
$2.62M -$82.9K -500 -3%
CWM
249
Cornerstone Wealth Management
Missouri
$2.62M +$163K +982 +23%
Nomura Holdings
250
Nomura Holdings
Japan
$2.55M -$2.93M -17,692 -55%

PH Hedge Fund Activity: Q1 2019 in Review

701 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2019, worth a combined $17.8B — up 15% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new PH positions and 55 closed out — a net gain of 21 holders — while 222 added to existing stakes and 272 trimmed.

The largest buyer was UBS Group, adding an estimated $163M. The largest seller was Vulcan Value Partners, cutting an estimated $125M.

  • 701 institutional investors held Parker-Hannifin (PH) as of Q1 2019, up from 684 in Q4 2018.
  • Funds reported $17.8B of Parker-Hannifin stock for Q1 2019, up 15% quarter-over-quarter.
  • 76 funds opened new Parker-Hannifin positions in Q1 2019 and 55 closed out, a net change of +21 holders.
  • The largest Parker-Hannifin buyer in Q1 2019 was UBS Group, an estimated $163M added.
  • The largest Parker-Hannifin seller in Q1 2019 was Vulcan Value Partners, an estimated $125M sold.

Based on aggregated 13F filings for Q1 2019.