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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
AWM
451
AE Wealth Management
Kansas
$3.6M -$6.17M -12,146 -65%
ET
452
Entropy Technologies
New York
$3.6M +$2.75M +5,419 +512%
BPCE
453
Bank Pictet & Cie (Europe)
Germany
$3.58M +$1.05M +2,070 +47%
AI
454
Atom Investors
Texas
$3.57M -$1.2M -2,359 -27%
ACL
455
Applied Capital LLC
Florida
$3.56M +$64K +126 +2%
CGH
456
Crossmark Global Holdings
Texas
$3.56M +$248K +489 +8%
AP
457
Advisors Preferred
Maryland
$3.47M +$3.2M +6,299 New
IC
458
IEQ Capital
California
$3.47M +$178K +351 +6%
TRCT
459
Tower Research Capital (TRC)
New York
$3.45M -$5.63M -11,076 -64%
RJT
460
Raymond James Trust
Florida
$3.42M +$103K +203 +3%
DI
461
DAGCO Inc
Ohio
$3.4M +$3.11M +6,118 New
VI
462
Vestcor Inc
New Brunswick, Canada
$3.34M -$1.44M -2,830 -32%
SPIA
463
Steward Partners Investment Advisory
New York
$3.34M +$1.84M +3,627 +153%
WHGC
464
Wealth High Governance Capital
Brazil
$3.33M +$3.05M +6,000 New
MF
465
Magnetar Financial
Illinois
$3.31M +$1.69M +3,327 +126%
AC
466
Apella Capital
Connecticut
$3.3M +$8.13K +16 +0.3%
PFS
467
Physicians Financial Services
North Carolina
$3.25M
TF
468
Trek Financial
Arizona
$3.24M +$2.97M +5,837 New
AWM
469
Apollon Wealth Management
South Carolina
$3.23M +$81.3K +160 +3%
UB
470
Umpqua Bank
Oregon
$3.22M +$2.95M +5,802 New
CWI
471
Conscious Wealth Investments
Florida
$3.16M -$2.54K -5 -0.1%
JFL
472
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.13M -$39.1K -77 -1%
BMCM
473
Bryn Mawr Capital Management
Pennsylvania
$3.12M -$10.2K -20 -0.4%
FTC
474
Farmers Trust Company
Ohio
$3.11M -$80.8K -159 -3%
KWA
475
Kingswood Wealth Advisors
California
$3.1M -$2.17M -4,280 -43%

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.