Parker-Hannifin
543 hedge funds and large institutions have $11.8B invested in Parker-Hannifin in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 171 increasing their positions, 229 reducing their positions, and 72 closing their positions.
0.14% less ownership
Funds ownership: 88.2% → 88.07% (-0.14%)
7% less funds holding
Funds holding: 581 → 543 (-38)
17% less capital invested
Capital invested by funds: $14.2B → $11.8B (-$2.34B)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
25% less repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 229
46% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 72
71% less call options, than puts
Call options by funds: $31M | Put options by funds: $107M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$555M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$142M |
| 3 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$102M |
| 4 |
Lazard Asset Management
New York
|
+$78.5M |
| 5 |
Renaissance Technologies
New York
|
+$50.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$134M |
| 2 |
Bank of New York Mellon
New York
|
-$130M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$101M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$87M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$76.4M |
PH Hedge Fund Activity: Q3 2015 in Review
543 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2015, worth a combined $11.8B — down 17% from $14.2B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of PH and 39 opened new positions — a net loss of 33 holders — while 229 trimmed existing stakes and 171 added.
The largest buyer was Bank of America, adding an estimated $555M. The largest seller was JP Morgan Chase, cutting an estimated $134M.
- 543 institutional investors held Parker-Hannifin (PH) as of Q3 2015, down from 581 in Q2 2015.
- Funds reported $11.8B of Parker-Hannifin stock for Q3 2015, down 17% quarter-over-quarter.
- 39 funds opened new Parker-Hannifin positions in Q3 2015 and 72 closed out, a net change of -33 holders.
- The largest Parker-Hannifin buyer in Q3 2015 was Bank of America, an estimated $555M added.
- The largest Parker-Hannifin seller in Q3 2015 was JP Morgan Chase, an estimated $134M sold.
Based on aggregated 13F filings for Q3 2015.