Parker-Hannifin
714 hedge funds and large institutions have $21.7B invested in Parker-Hannifin in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 241 increasing their positions, 249 reducing their positions, and 45 closing their positions.
127% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 45
15% more capital invested
Capital invested by funds: $18.8B → $21.7B (+$2.9B)
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
8% more funds holding
Funds holding: 662 → 714 (+52)
1.08% more ownership
Funds ownership: 80.62% → 81.7% (+1.1%)
3% less repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 249
61% less call options, than puts
Call options by funds: $94.4M | Put options by funds: $240M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$161M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$155M |
| 3 |
JP Morgan Chase
New York
|
+$148M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$120M |
| 5 |
Jennison Associates
New York
|
+$97.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$177M |
| 2 |
Renaissance Technologies
New York
|
-$117M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$93.8M |
| 4 |
TPCM
Tide Point Capital Management
Old Greenwich,
Connecticut
|
-$59.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$53.4M |
PH Hedge Fund Activity: Q4 2017 in Review
714 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2017, worth a combined $21.7B — up 15% from $18.8B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new PH positions and 45 closed out — a net gain of 57 holders — while 241 added to existing stakes and 249 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $161M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $177M sold.
- 714 institutional investors held Parker-Hannifin (PH) as of Q4 2017, up from 662 in Q3 2017.
- Funds reported $21.7B of Parker-Hannifin stock for Q4 2017, up 15% quarter-over-quarter.
- 102 funds opened new Parker-Hannifin positions in Q4 2017 and 45 closed out, a net change of +57 holders.
- The largest Parker-Hannifin buyer in Q4 2017 was Balyasny Asset Management, an estimated $161M added.
- The largest Parker-Hannifin seller in Q4 2017 was Hotchkis & Wiley Capital Management, an estimated $177M sold.
Based on aggregated 13F filings for Q4 2017.