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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
CWM
401
Cornerstone Wealth Management
Missouri
$5.18M -$458K -902 -9%
VIP
402
Vista Investment Partners
Oklahoma
$5.08M +$30.5K +60 +0.7%
MPA
403
Marvin & Palmer Associates
Delaware
$5.07M -$77.2K -152 -2%
KNW
404
Kesler Norman & Wride
Utah
$5.04M +$4.6M +9,061 New
VPIM
405
Vanguard Personalized Indexing Management
California
$5.02M +$349K +686 +8%
HCM
406
Highlander Capital Management
New Jersey
$5.01M -$30.5K -60 -0.7%
QCM
407
QRG Capital Management
Illinois
$4.97M +$800K +1,574 +21%
AIP
408
Ameritas Investment Partners
Nebraska
$4.89M -$63.5K -125 -1%
ACM
409
Alpha Capital Management
Texas
$4.88M -$139K -273 -3%
AAM
410
Advisors Asset Management
Colorado
$4.79M +$137K +270 +3%
NW
411
NewEdge Wealth
Pennsylvania
$4.75M +$2.12M +4,167 +87%
TCWA
412
Turtle Creek Wealth Advisors
Texas
$4.73M +$678K +1,334 +19%
BBVA
413
Banco Bilbao Vizcaya Argentaria
Spain
$4.71M +$367K +722 +9%
AAM
414
Ascension Asset Management
New York
$4.71M +$4.3M +8,467 New
QT
415
Quantbot Technologies
New York
$4.64M +$4.24M +8,345 New
HIMCH
416
Hartford Investment Management Co (HIMCO)
Connecticut
$4.62M -$176K -346 -4%
LBC
417
Lowe Brockenbrough & Co
Virginia
$4.6M -$471K -928 -10%
Bank Julius Baer & Co
418
Bank Julius Baer & Co
Switzerland
$4.56M +$93K +183 +2%
BAM
419
Belpointe Asset Management
Nevada
$4.56M -$135K -266 -3%
ISL
420
Ingalls & Snyder LLC
New York
$4.52M +$170K +335 +4%
HIS
421
Horizon Investment Services
Indiana
$4.47M -$12.2K -24 -0.3%
BNP Paribas Asset Management
422
BNP Paribas Asset Management
France
$4.4M -$53.9K -106 -1%
TI
423
Tidal Investments
Wisconsin
$4.36M +$1.17M +2,298 +41%
GP
424
Geneva Partners
Wisconsin
$4.35M -$253K -497 -6%
LCM
425
Logan Capital Management
Pennsylvania
$4.3M +$42.7K +84 +1%

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.