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Parker-Hannifin

584 hedge funds and large institutions have $11.8B invested in Parker-Hannifin in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 208 increasing their positions, 187 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 49

27% more call options, than puts

Call options by funds: $102M | Put options by funds: $80.3M

11% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 187

2% more funds holding

Funds holding: 571584 (+13)

3% less capital invested

Capital invested by funds: $12.2B → $11.8B (-$422M)

3.73% less ownership

Funds ownership: 84.99%81.25% (-3.7%)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
584
Holders Change
+13
Holders Change %
+2.28%
% of All Funds
15.58%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.13%
New
67
Increased
208
Reduced
187
Closed
49
Calls
$102M
Puts
$80.3M
Net Calls
+$21.6M
Net Calls Change
+$16.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
501
Penserra Capital Management
California
$76K +$26.2K +234 +50%
MCM
502
Manchester Capital Management
Vermont
$68K
FIB
503
First Interstate Bank
Montana
$66K -$14K -125 -17%
RI
504
Redwood Investments
Massachusetts
$65K
WA
505
WFG Advisors
Texas
$64K +$112 +1 +0.2%
GXMC
506
Global X Management Company
New York
$57K +$30.9K +276 +110%
GWM
507
Geneos Wealth Management
Colorado
$56K -$6.73K -60 -10%
BFEC
508
Benjamin F. Edwards & Company
Missouri
$56K +$112 +1 +0.2%
WP
509
WealthPLAN Partners
Nebraska
$54.1K +$124K +1,110 New
CM
510
Castleark Management
Illinois
$54K
GLI
511
Guardian Life Insurance
New York
$54K
PCTC
512
Perkins Coie Trust Company
Washington
$54K
CHC
513
City Holding Co
West Virginia
$52K
CCM
514
Cribstone Capital Management
Maine
$51K +$53.2K +475 New
ASN
515
Advisory Services Network
Georgia
$50K +$27K +241 +110%
CAL
516
Capital Advisors Ltd
Ohio
$49K
First Manhattan
517
First Manhattan
New York
$48K -$23.1K -206 -31%
IWMPD
518
Integrated Wealth Management (Palm Desert)
California
$40K -$6.39K -57 -13%
MWP
519
MYCIO Wealth Partners
Pennsylvania
$40K
TSW
520
Thompson Siegel & Walmsley
Virginia
$40K
AWMS
521
Advocacy Wealth Management Services
Georgia
$39K -$17.4K -155 -30%
VFA
522
Virtus Fund Advisers
Connecticut
$39K
AIM
523
Anchor Investment Management
South Carolina
$38.4K
WAM
524
Wealthspire Advisors (Maryland)
Maryland
$37K +$2.92K +26 +8%
JCM
525
Jacobi Capital Management
Pennsylvania
$36K +$37K +330 New

PH Hedge Fund Activity: Q2 2016 in Review

584 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2016, worth a combined $11.8B — down 3.5% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PH positions and 49 closed out — a net gain of 18 holders — while 208 added to existing stakes and 187 trimmed.

The largest buyer was Beutel, Goodman & Co, opening a new position worth an estimated $140M. The largest seller was Royal London Asset Management, cutting an estimated $409M.

  • 584 institutional investors held Parker-Hannifin (PH) as of Q2 2016, up from 571 in Q1 2016.
  • Funds reported $11.8B of Parker-Hannifin stock for Q2 2016, down 3.5% quarter-over-quarter.
  • 67 funds opened new Parker-Hannifin positions in Q2 2016 and 49 closed out, a net change of +18 holders.
  • The largest Parker-Hannifin buyer in Q2 2016 was Beutel, Goodman & Co, an estimated $140M added.
  • The largest Parker-Hannifin seller in Q2 2016 was Royal London Asset Management, an estimated $409M sold.

Based on aggregated 13F filings for Q2 2016.