Parker-Hannifin
518 hedge funds and large institutions have $13.2B invested in Parker-Hannifin in 2013 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 162 increasing their positions, 205 reducing their positions, and 38 closing their positions.
32% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 38
12% more capital invested
Capital invested by funds: $11.8B → $13.2B (+$1.38B)
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
1% more funds holding
Funds holding: 511 → 518 (+7)
2% less call options, than puts
Call options by funds: $89.9M | Put options by funds: $91.9M
1.56% less ownership
Funds ownership: 83.27% → 81.71% (-1.6%)
21% less repeat investments, than reductions
Existing positions increased: 162 | Existing positions reduced: 205
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$123M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$101M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$90.9M |
| 4 |
Pzena Investment Management
New York
|
+$75.8M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$69.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$105M |
| 2 |
CM
Castleark Management
Chicago,
Illinois
|
-$84.7M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$83M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$75.4M |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$69.4M |
PH Hedge Fund Activity: Q3 2013 in Review
518 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2013, worth a combined $13.2B — up 12% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new PH positions and 38 closed out — a net gain of 12 holders — while 162 added to existing stakes and 205 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $123M. The largest seller was Harris Associates, cutting an estimated $105M.
- 518 institutional investors held Parker-Hannifin (PH) as of Q3 2013, up from 511 in Q2 2013.
- Funds reported $13.2B of Parker-Hannifin stock for Q3 2013, up 12% quarter-over-quarter.
- 50 funds opened new Parker-Hannifin positions in Q3 2013 and 38 closed out, a net change of +12 holders.
- The largest Parker-Hannifin buyer in Q3 2013 was AllianceBernstein, an estimated $123M added.
- The largest Parker-Hannifin seller in Q3 2013 was Harris Associates, an estimated $105M sold.
Based on aggregated 13F filings for Q3 2013.