We are live on ! Find out more
PH icon

Parker-Hannifin

672 hedge funds and large institutions have $17.4B invested in Parker-Hannifin in 2017 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 218 increasing their positions, 254 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 51

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more capital invested

Capital invested by funds: $15.2B → $17.4B (+$2.14B)

5% more funds holding

Funds holding: 643672 (+29)

0.6% less ownership

Funds ownership: 82.19%81.58% (-0.6%)

14% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 254

71% less call options, than puts

Call options by funds: $54.5M | Put options by funds: $188M

Holders
672
Holders Change
+29
Holders Change %
+4.51%
% of All Funds
16.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
92
Increased
218
Reduced
254
Closed
51
Calls
$54.5M
Puts
$188M
Net Calls
-$133M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$143M -$6.73M -44,339 -5%
Bank of America
27
Bank of America
North Carolina
$138M -$10.6M -70,102 -8%
TA
28
Teachers Advisors
New York
$136M +$4.14M +27,245 +3%
Lazard Asset Management
29
Lazard Asset Management
New York
$135M -$3.55M -23,407 -3%
Goldman Sachs
30
Goldman Sachs
New York
$126M +$11.2M +74,003 +10%
Principal Financial Group
31
Principal Financial Group
Iowa
$122M +$14.7M +97,084 +15%
Victory Capital Management
32
Victory Capital Management
Texas
$120M -$45M -296,346 -28%
WRF
33
Waddell & Reed Financial
Kansas
$118M +$97M +639,116 +665%
APG Asset Management
34
APG Asset Management
Netherlands
$112M -$3.07M -20,208 -3%
Legal & General Group
35
Legal & General Group
United Kingdom
$107M +$6.18M +40,721 +7%
EAM
36
Edge Asset Management
Washington
$98.8M -$14.7M -96,935 -14%
PAM
37
Panagora Asset Management
Massachusetts
$94.2M +$58M +382,128 +186%
Millennium Management
38
Millennium Management
New York
$94.1M +$22.1M +145,348 +33%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$94M -$1.79M -11,817 -2%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$91.5M -$66.9M -440,669 -44%
AllianceBernstein
41
AllianceBernstein
Tennessee
$90.4M +$46.9K +309 +0.1%
ABC
42
Anchor Bolt Capital
Illinois
$89.3M +$11.5M +75,723 +16%
Wellington Management Group
43
Wellington Management Group
Massachusetts
$87.5M -$659K -4,342 -0.8%
Morgan Stanley
44
Morgan Stanley
New York
$84.6M +$29.6M +194,717 +58%
SAM
45
Scopus Asset Management
New York
$82.6M +$26M +171,000 +50%
JIM
46
Jupiter Investment Management
United Kingdom
$81.6M +$77.3M +509,164 New
KeyBank National Association
47
KeyBank National Association
Ohio
$78.4M -$511K -3,369 -0.7%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$76.2M +$36.7M +241,772 +104%
Swiss National Bank
49
Swiss National Bank
Switzerland
$75.8M +$15.1M +99,700 +27%
RCAMU
50
Rothschild & Co Asset Management US
Connecticut
$75.3M +$8.54M +56,245 +14%

PH Hedge Fund Activity: Q1 2017 in Review

672 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2017, worth a combined $17.4B — up 14% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new PH positions and 51 closed out — a net gain of 41 holders — while 218 added to existing stakes and 254 trimmed.

The largest buyer was BlackRock, adding an estimated $1.19B. The largest seller was Capital World Investors, cutting an estimated $239M.

  • 672 institutional investors held Parker-Hannifin (PH) as of Q1 2017, up from 643 in Q4 2016.
  • Funds reported $17.4B of Parker-Hannifin stock for Q1 2017, up 14% quarter-over-quarter.
  • 92 funds opened new Parker-Hannifin positions in Q1 2017 and 51 closed out, a net change of +41 holders.
  • The largest Parker-Hannifin buyer in Q1 2017 was BlackRock, an estimated $1.19B added.
  • The largest Parker-Hannifin seller in Q1 2017 was Capital World Investors, an estimated $239M sold.

Based on aggregated 13F filings for Q1 2017.