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Parker-Hannifin

1,418 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3011,418 (+117)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.36% (-1.4%)

Holders
1,418
Holders Change
+117
Holders Change %
+8.99%
% of All Funds
20.43%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
193
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
326
Campbell & Co Investment Adviser
Maryland
$8.13M -$3.04M -5,987 -29%
TC
327
TwinBeech Capital
New York
$8.13M -$13.5M -26,543 -64%
AUB
328
Atlantic Union Bankshares
Virginia
$8.02M -$206K -405 -3%
II
329
Inspire Investing
Idaho
$7.97M +$631K +1,241 +9%
FFA
330
Fragasso Financial Advisors
Pennsylvania
$7.93M -$91.5K -180 -1%
PHK
331
Point72 Hong Kong
Hong Kong
$7.91M +$6.18M +12,165 +586%
HWM
332
Heirloom Wealth Management
Colorado
$7.87M -$150K -295 -2%
CAN
333
Cetera Advisor Networks
California
$7.8M +$1.61M +3,177 +29%
Kovitz Investment Group Partners
334
Kovitz Investment Group Partners
Illinois
$7.77M +$1.99M +3,921 +39%
SOADOR
335
State of Alaska Department of Revenue
Alaska
$7.74M +$25.4K +50 +0.4%
SLAM
336
Swiss Life Asset Management
$7.73M -$4.57M -8,998 -39%
CIBC World Market
337
CIBC World Market
Ontario, Canada
$7.7M -$79.8K -157 -1%
DPAM
338
Degroof Petercam Asset Management
Belgium
$7.68M -$2.29M -4,500 -25%
SCTC
339
Sanibel Captiva Trust Company
Florida
$7.67M -$27.4K -54 -0.4%
Two Sigma Advisers
340
Two Sigma Advisers
New York
$7.61M +$6.45M +12,700 +1,270%
GF
341
Gabelli Funds
New York
$7.59M -$264K -520 -4%
Cambridge Investment Research Advisors
342
Cambridge Investment Research Advisors
Iowa
$7.54M +$195K +384 +3%
TSWM
343
Tyler-Stone Wealth Management
Ohio
$7.3M -$131K -257 -2%
CA
344
Clearstead Advisors
Ohio
$7.26M +$72.7K +143 +1%
AGAM
345
Avalon Global Asset Management
California
$7.22M -$2.54M -5,000 -28%
CA
346
Claar Advisors
New York
$7.17M -$1.92M -3,770 -23%
CWM
347
CIBC World Markets
New York
$7.15M -$1.86M -3,669 -22%
SAM
348
Silvercrest Asset Management
New York
$7.12M +$738K +1,453 +13%
CAPTRUST Financial Advisors
349
CAPTRUST Financial Advisors
North Carolina
$7.04M -$3.04M -5,991 -32%
Envestnet Portfolio Solutions
350
Envestnet Portfolio Solutions
Illinois
$6.9M +$553K +1,088 +10%

PH Hedge Fund Activity: Q1 2024 in Review

1,418 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new PH positions and 60 closed out — a net gain of 133 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,418 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,301 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 193 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +133 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.