We are live on ! Find out more
PH icon

Parker-Hannifin

643 hedge funds and large institutions have $15.2B invested in Parker-Hannifin in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 189 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 47

16% more capital invested

Capital invested by funds: $13.2B → $15.2B (+$2.06B)

7% more funds holding

Funds holding: 602643 (+41)

1.88% more ownership

Funds ownership: 80.31%82.19% (+1.9%)

22% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 243

24% less call options, than puts

Call options by funds: $83.6M | Put options by funds: $110M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
643
Holders Change
+41
Holders Change %
+6.81%
% of All Funds
16.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
96
Increased
189
Reduced
243
Closed
47
Calls
$83.6M
Puts
$110M
Net Calls
-$26.6M
Net Calls Change
-$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BGC
26
Beutel, Goodman & Co
Ontario, Canada
$137M +$1.32M +9,963 +0.8%
Ameriprise
27
Ameriprise
Minnesota
$131M +$9.55M +71,836 +8%
Bank of America
28
Bank of America
North Carolina
$130M -$381M -2,862,345 -75%
Deutsche Bank
29
Deutsche Bank
Germany
$126M -$89.2M -671,141 -43%
Lazard Asset Management
30
Lazard Asset Management
New York
$121M -$11.3M -84,606 -9%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$118M -$1.13M -8,478 -1%
TA
32
Teachers Advisors
New York
$115M +$47.3M +355,986 +77%
Goldman Sachs
33
Goldman Sachs
New York
$99.9M +$30.6M +229,843 +47%
EAM
34
Edge Asset Management
Washington
$99.9M -$11.5M -86,263 -11%
APG Asset Management
35
APG Asset Management
Netherlands
$95.1M -$2.03M -15,300 -2%
Principal Financial Group
36
Principal Financial Group
Iowa
$93.2M -$618K -4,649 -0.7%
1832 Asset Management
37
1832 Asset Management
Ontario, Canada
$91.4M +$134M +1,010,616 New
Legal & General Group
38
Legal & General Group
United Kingdom
$87.5M -$348K -2,620 -0.4%
CB
39
Cooke & Bieler
Pennsylvania
$84.2M -$41.1M -309,356 -34%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$83.8M -$11.8M -88,689 -13%
Wells Fargo
41
Wells Fargo
California
$80.8M +$35M +262,974 +84%
AllianceBernstein
42
AllianceBernstein
Tennessee
$78.9M -$1.08M -8,091 -1%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$77M +$25.6M +192,325 +54%
O
44
OppenheimerFunds
New York
$70.2M -$68.1K -512 -0.1%
KeyBank National Association
45
KeyBank National Association
Ohio
$69M +$17.6K +132 +0%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$68.4M -$32.7M -245,919 -33%
Invesco
47
Invesco
Georgia
$68.4M -$28.9M -217,552 -31%
ABC
48
Anchor Bolt Capital
Illinois
$67.4M -$13.6M -102,186 -18%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$63.3M -$24.4M -183,668 -29%
Millennium Management
50
Millennium Management
New York
$61.8M +$1.43M +10,730 +2%

PH Hedge Fund Activity: Q4 2016 in Review

643 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2016, worth a combined $15.2B — up 16% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PH positions and 47 closed out — a net gain of 49 holders — while 189 added to existing stakes and 243 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $576M. The largest seller was Bank of America, cutting an estimated $381M.

  • 643 institutional investors held Parker-Hannifin (PH) as of Q4 2016, up from 602 in Q3 2016.
  • Funds reported $15.2B of Parker-Hannifin stock for Q4 2016, up 16% quarter-over-quarter.
  • 96 funds opened new Parker-Hannifin positions in Q4 2016 and 47 closed out, a net change of +49 holders.
  • The largest Parker-Hannifin buyer in Q4 2016 was Jennison Associates, an estimated $576M added.
  • The largest Parker-Hannifin seller in Q4 2016 was Bank of America, an estimated $381M sold.

Based on aggregated 13F filings for Q4 2016.