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Parker-Hannifin

584 hedge funds and large institutions have $11.8B invested in Parker-Hannifin in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 208 increasing their positions, 187 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

27% more call options, than puts

Call options by funds: $102M | Put options by funds: $80.3M

11% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 187

2% more funds holding

Funds holding: 571584 (+13)

3% less capital invested

Capital invested by funds: $12.2B → $11.8B (-$422M)

3.73% less ownership

Funds ownership: 84.99%81.25% (-3.7%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
584
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
15.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
67
Increased
208
Reduced
187
Closed
49
Calls
$102M
Puts
$80.3M
Net Calls
+$21.6M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
326
D.A. Davidson & Co
Montana
$927K +$946K +8,438 +5,625%
BHWM
327
Bar Harbor Wealth Management
New Hampshire
$923K +$7.74K +69 +0.8%
BOS
328
Bank of Stockton
California
$921K +$17.4K +155 +2%
SGA
329
Strategic Global Advisors
California
$912K
ANI
330
American National Insurance
Texas
$908K
RG
331
Rathbones Group
United Kingdom
$902K
BMC
332
Benin Management Corp
Connecticut
$896K +$109K +970 +13%
CWP
333
Capital Wealth Planning
Florida
$875K
Mackenzie Financial
334
Mackenzie Financial
Ontario, Canada
$864K
AMI
335
Amica Mutual Insurance
Rhode Island
$862K
BCMO
336
Buckingham Capital Management (Ohio)
Ohio
$856K -$47.1K -420 -5%
RFC
337
Regions Financial Corp
Alabama
$851K -$76.7K -684 -8%
SO
338
STRS Ohio
Ohio
$844K +$102K +908 +13%
WBC
339
Westpac Banking Corp
Australia
$834K +$200K +1,781 +30%
ICAS
340
Investors Capital Advisory Services
Massachusetts
$828K -$34.6K -309 -4%
HPCM
341
High Pointe Capital Management
Illinois
$802K -$78.5K -700 -9%
SFA
342
Sequoia Financial Advisors
Ohio
$788K
LAM
343
Lingohr Asset Management
Germany
$787K +$22.4K +200 +3%
RWA
344
River Wealth Advisors
Pennsylvania
$786K +$5.94K +53 +0.7%
AB
345
Amalgamated Bank
New York
$776K +$123K +1,098 +21%
LIA
346
LS Investment Advisors
Michigan
$767K +$3.48K +31 +0.4%
NB
347
Norinchukin Bank
Japan
$763K -$1.62M -14,444 -67%
BBHC
348
Brown Brothers Harriman & Co
New York
$757K -$88.6K -790 -10%
HighTower Advisors
349
HighTower Advisors
Illinois
$750K -$213K -1,904 -22%
FCH
350
Freestone Capital Holdings
Washington
$748K -$96.9K -864 -11%

PH Hedge Fund Activity: Q2 2016 in Review

584 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2016, worth a combined $11.8B — down 3.5% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PH positions and 49 closed out — a net gain of 18 holders — while 208 added to existing stakes and 187 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $140M. The largest seller was Royal London Asset Management, cutting an estimated $409M.

  • 584 institutional investors held Parker-Hannifin (PH) as of Q2 2016, up from 571 in Q1 2016.
  • Funds reported $11.8B of Parker-Hannifin stock for Q2 2016, down 3.5% quarter-over-quarter.
  • 67 funds opened new Parker-Hannifin positions in Q2 2016 and 49 closed out, a net change of +18 holders.
  • The largest Parker-Hannifin buyer in Q2 2016 was Beutel, Goodman & Co, an estimated $140M added.
  • The largest Parker-Hannifin seller in Q2 2016 was Royal London Asset Management, an estimated $409M sold.

Based on aggregated 13F filings for Q2 2016.