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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
Principal Financial Group
26
Principal Financial Group
Iowa
$456M -$12.6M -24,882 -3%
Wells Fargo
27
Wells Fargo
California
$447M +$88M +173,157 +27%
Legal & General Group
28
Legal & General Group
United Kingdom
$437M -$530K -1,043 -0.1%
Winslow Capital Management
29
Winslow Capital Management
Minnesota
$435M -$7.6M -14,966 -2%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$422M -$24.2M -47,630 -6%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$399M +$11.4M +22,486 +3%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$388M -$28.6M -56,331 -7%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$368M -$41.1M -80,903 -11%
KAS
34
Kestra Advisory Services
Texas
$345M -$1.63M -3,209 -0.5%
AT
35
AMF Tjänstepension
Sweden
$343M +$35.7M +70,237 +13%
Millennium Management
36
Millennium Management
New York
$315M +$129M +254,483 +81%
American Century Companies
37
American Century Companies
Missouri
$314M +$1.42M +2,796 +0.5%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$307M +$16.2M +31,936 +6%
KeyBank National Association
39
KeyBank National Association
Ohio
$305M -$3.04M -5,980 -1%
Pictet Asset Management
40
Pictet Asset Management
Switzerland
$299M +$15.1M +29,750 +6%
Franklin Resources
41
Franklin Resources
California
$274M -$227M -446,641 -48%
Amundi
42
Amundi
France
$259M +$34.5M +67,842 +16%
DekaBank Deutsche Girozentrale
43
DekaBank Deutsche Girozentrale
Germany
$259M +$58.5M +115,234 +33%
Deutsche Bank
44
Deutsche Bank
Germany
$255M +$12.6M +24,849 +6%
Loomis, Sayles & Company
45
Loomis, Sayles & Company
Massachusetts
$241M -$8.67M -17,065 -4%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$241M -$49.4M -97,286 -18%
AllianceBernstein
47
AllianceBernstein
Tennessee
$241M -$23.1M -45,409 -9%
UBS AM
48
UBS AM
Illinois
$239M -$44.3M -87,256 -17%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$234M -$27.2M -53,567 -11%
Citadel Advisors
50
Citadel Advisors
Florida
$228M +$16M +31,587 +8%

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.