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Parker-Hannifin

1,082 hedge funds and large institutions have $36B invested in Parker-Hannifin in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 375 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $30.6B → $36B (+$5.41B)

5% more funds holding

Funds holding: 1,0321,082 (+50)

7% more call options, than puts

Call options by funds: $185M | Put options by funds: $173M

3% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 375

0.69% more ownership

Funds ownership: 82.86%83.54% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
1,082
Holders Change
+50
Holders Change %
+4.84%
% of All Funds
17.24%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
130
Increased
387
Reduced
375
Closed
61
Calls
$185M
Puts
$173M
Net Calls
+$12.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
251
Boothbay Fund Management
New York
$7.24M +$664K +2,005 +10%
SBIA
252
Sheaff Brock Investment Advisors
Indiana
$7.19M +$29.8K +90 +0.4%
Vontobel Holding
253
Vontobel Holding
Switzerland
$7.15M +$1.59M +4,791 +29%
BHWM
254
Bar Harbor Wealth Management
New Hampshire
$7.13M -$302K -912 -4%
MGWM
255
Marks Group Wealth Management
Minnesota
$7.13M -$80.8K -244 -1%
MA
256
Montag & Associates
Georgia
$7.07M +$74.5K +225 +1%
CW
257
Connectus Wealth
Ohio
$7.04M -$1.92M -5,795 -22%
ROC
258
Running Oak Capital
Minnesota
$6.97M -$77.8K -235 -1%
Public Employees Retirement Association of Colorado
259
Public Employees Retirement Association of Colorado
Colorado
$6.96M -$20.9K -63 -0.3%
WJWM
260
Williams Jones Wealth Management
New York
$6.96M +$6.95K +21 +0.1%
AI
261
Atria Investments
North Carolina
$6.85M +$607K +1,833 +10%
NYLIM
262
New York Life Investment Management
New York
$6.75M -$6.29K -19 -0.1%
YCM
263
Yousif Capital Management
Michigan
$6.52M -$304K -917 -5%
CS
264
Comerica Securities
Michigan
$6.51M +$406K +1,225 +7%
BNP Paribas Asset Management
265
BNP Paribas Asset Management
France
$6.46M +$289K +873 +5%
BPC
266
Banque Pictet & Cie
Switzerland
$6.36M +$1.96M +5,930 +46%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$6.31M +$152K +460 +3%
Creative Planning
268
Creative Planning
Kansas
$6.21M +$159K +481 +3%
AUB
269
Atlantic Union Bankshares
Virginia
$6.2M -$426K -1,286 -7%
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$6.14M +$49.7K +150 +0.8%
II
271
Inspire Investing
Idaho
$6.07M +$997K +3,011 +20%
MAM
272
Mastrapasqua Asset Management
Tennessee
$6.06M -$160K -483 -3%
SOADOR
273
State of Alaska Department of Revenue
Alaska
$5.94M -$98.7K -298 -2%
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$5.92M +$500K +1,511 +9%
Optiver Holding
275
Optiver Holding
Netherlands
$5.86M +$5.77M +17,427 New

PH Hedge Fund Activity: Q1 2023 in Review

1,082 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2023, worth a combined $36B — up 18% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PH positions and 61 closed out — a net gain of 69 holders — while 387 added to existing stakes and 375 trimmed.

The largest buyer was Bank of America, adding an estimated $423M. The largest seller was JP Morgan Chase, cutting an estimated $301M.

  • 1,082 institutional investors held Parker-Hannifin (PH) as of Q1 2023, up from 1,032 in Q4 2022.
  • Funds reported $36B of Parker-Hannifin stock for Q1 2023, up 18% quarter-over-quarter.
  • 130 funds opened new Parker-Hannifin positions in Q1 2023 and 61 closed out, a net change of +69 holders.
  • The largest Parker-Hannifin buyer in Q1 2023 was Bank of America, an estimated $423M added.
  • The largest Parker-Hannifin seller in Q1 2023 was JP Morgan Chase, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2023.