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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
EB
501
Eastern Bank
Massachusetts
$286K
Jones Financial Companies
502
Jones Financial Companies
Missouri
$285K -$106K -800 -28%
W
503
Wealthfront
California
$285K +$24.7K +186 +10%
AWP
504
Ascent Wealth Partners
New York
$280K
MFS
505
MSI Financial Services
Massachusetts
$274K -$43.9K -330 -14%
LCM
506
Logan Capital Management
Pennsylvania
$271K +$257K +1,935 New
KIA
507
KCM Investment Advisors
California
$267K -$2.13K -16 -0.8%
Truist Financial
508
Truist Financial
North Carolina
$264K -$130K -977 -34%
Northwestern Mutual Wealth Management
509
Northwestern Mutual Wealth Management
Wisconsin
$260K +$247K +1,860 New
SWM
510
SVA Wealth Management
Wisconsin
$254K
CCM
511
Catawba Capital Management
Virginia
$251K +$24.2K +182 +11%
RCAG
512
Rehmann Capital Advisory Group
Michigan
$250K
CG
513
Colony Group
Massachusetts
$246K -$59.8K -450 -20%
II
514
IFM Investors
Australia
$242K +$230K +1,732 New
AIM
515
Assured Investment Management
New York
$238K -$702K -5,280 -76%
IG
516
ING Group
Netherlands
$237K -$438K -3,297 -66%
PCM
517
Penserra Capital Management
California
$235K +$36.2K +272 +19%
GXMC
518
Global X Management Company
New York
$234K +$59.2K +445 +36%
EWM
519
Endurance Wealth Management
Rhode Island
$231K
CG
520
Clinton Group
New York
$227K -$3.8M -28,608 -95%
PAM
521
Palisade Asset Management
Minnesota
$226K -$173K -1,300 -45%
ZF
522
Zhang Financial
Michigan
$223K +$208K +1,565 New
FIM
523
Freedom Investment Management
Connecticut
$223K +$212K +1,591 New
BFIM
524
Beese Fulmer Investment Management
Ohio
$222K -$3.32K -25 -2%
Bessemer Group
525
Bessemer Group
New Jersey
$219K +$165K +1,244 +391%

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.