Parker-Hannifin
544 hedge funds and large institutions have $11B invested in Parker-Hannifin in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 229 reducing their positions, and 47 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
23% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 47
0% more funds holding
Funds holding: 543 → 544 (+1)
4.27% less ownership
Funds ownership: 88.07% → 83.8% (-4.3%)
7% less capital invested
Capital invested by funds: $11.8B → $11B (-$802M)
32% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 229
56% less call options, than puts
Call options by funds: $32.9M | Put options by funds: $74.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$46.2M |
| 2 |
Pzena Investment Management
New York
|
+$32.9M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$32.4M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$24.9M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$202M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$109M |
| 3 |
Axa
Paris,
France
|
-$92.2M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$71.3M |
| 5 |
Lazard Asset Management
New York
|
-$67.4M |
PH Hedge Fund Activity: Q4 2015 in Review
544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2015, worth a combined $11B — down 6.8% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new PH positions and 47 closed out — a net gain of 11 holders — while 155 added to existing stakes and 229 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $46.2M. The largest seller was Capital World Investors, cutting an estimated $202M.
- 544 institutional investors held Parker-Hannifin (PH) as of Q4 2015, up from 543 in Q3 2015.
- Funds reported $11B of Parker-Hannifin stock for Q4 2015, down 6.8% quarter-over-quarter.
- 58 funds opened new Parker-Hannifin positions in Q4 2015 and 47 closed out, a net change of +11 holders.
- The largest Parker-Hannifin buyer in Q4 2015 was Vulcan Value Partners, an estimated $46.2M added.
- The largest Parker-Hannifin seller in Q4 2015 was Capital World Investors, an estimated $202M sold.
Based on aggregated 13F filings for Q4 2015.