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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
PMEF
376
Point72 Middle East FZE
United Arab Emirates
$2.48M +$332K +1,003 +16%
LFG
377
Larson Financial Group
Missouri
$2.47M +$38.7K +117 +2%
BWM
378
BNC Wealth Management
Oregon
$2.42M +$66.9K +202 +3%
OC
379
Oppenheimer & Co
New York
$2.37M +$1.41M +4,243 +151%
FIM
380
Fruth Investment Management
Texas
$2.34M
PFO
381
Pathstone Family Office
New Jersey
$2.34M -$3.52M -10,638 -61%
RCM
382
RNC Capital Management
California
$2.33M -$29.8K -90 -1%
PCA
383
Pallas Capital Advisors
Massachusetts
$2.33M +$172K +519 +8%
LSA
384
L & S Advisors
California
$2.32M +$2.29M +6,914 New
FAM
385
Fred Alger Management
New York
$2.28M +$205K +619 +10%
FTC
386
Farmers Trust Company
Ohio
$2.27M -$36.1K -109 -2%
DI
387
DAGCO Inc
Ohio
$2.25M -$76.2K -230 -3%
CG
388
Castellan Group
Kentucky
$2.22M -$348K -1,052 -14%
VPIM
389
Vanguard Personalized Indexing Management
California
$2.19M +$110K +333 +5%
ACL
390
Applied Capital LLC
Florida
$2.19M -$34.8K -105 -2%
CWM
391
CIBC World Markets
New York
$2.18M -$2.85M -8,611 -57%
Ensign Peak Advisors
392
Ensign Peak Advisors
Utah
$2.17M -$435K -1,313 -17%
NB
393
Norinchukin Bank
Japan
$2.17M +$83.1K +251 +4%
PWP
394
Perfromance Wealth Partners
Illinois
$2.16M
AAM
395
Advisors Asset Management
Colorado
$2.16M +$670K +2,023 +46%
AAF
396
Andra AP-fonden
Sweden
$2.15M +$1.32M +4,000 +167%
CIC
397
Cornercap Investment Counsel
Georgia
$2.14M -$194K -586 -8%
CIC
398
Carnegie Investment Counsel
Ohio
$2.13M -$15.6K -47 -0.7%
SA
399
Strategic Advisors
New York
$2.09M -$263K -793 -11%
LWCA
400
Locust Wood Capital Advisers
New York
$2.01M +$1.98M +5,980 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.