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Parker-Hannifin
PH

544 hedge funds and large institutions have $11B invested in Parker-Hannifin in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 229 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

0% more funds holding

Funds holding: 543 → 544 (+1)

4.27% less ownership

Funds ownership: 88.07% → 83.8% (-4.3%)

7% less capital invested

Capital invested by funds: $11.8B → $11B (-$802M)

32% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 229

56% less call options, than puts

Call options by funds: $32.9M | Put options by funds: $74.2M

Holders
544
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
14.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
58
Increased
155
Reduced
229
Closed
47
Calls
$32.9M
Puts
$74.2M
Net Calls
-$41.3M
Net Calls Change
+$34.6M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$46.2M
2
Pzena Investment Management
Pzena Investment Management
New York
+$32.9M
3
Harris Associates
Harris Associates
Illinois
+$32.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$24.9M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$24.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$202M
2
Bank of America
Bank of America
North Carolina
-$109M
3
Axa
Axa
France
-$92.2M
4
Boston Partners
Boston Partners
Massachusetts
-$71.3M
5
Lazard Asset Management
Lazard Asset Management
New York
-$67.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
526
Citizens Financial Group
Rhode Island
$3K +$3.44K +34 New
FAM
527
Fred Alger Management
New York
$3K +$3.44K +34 New
FHA
528
First Horizon Advisors
Tennessee
$3K +$3.55K +35 New
BCMIO
529
Beacon Capital Management Inc (Ohio)
Ohio
$2K – – –
CHP
530
Cable Hill Partners
Oregon
$2K – – –
KCPG
531
Kavar Capital Partners Group
Kansas
$2K – – –
ZB
532
Zions Bancorporation
Utah
$2K – – –
ASN
533
Advisory Services Network
Georgia
$1K -$2.13K -21 -64%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$1K -$101 -1 -8%
AIM
535
Advantage Investment Management
Iowa
$1K – – –
HFM
536
Hartford Financial Management
Connecticut
$1K – – –
MSFP
537
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
UFA
538
US Financial Advisors
Massachusetts
$1K – – –
BCI
539
Brinker Capital Investments
Pennsylvania
$1K +$810 +8 New
PCP
540
Proficio Capital Partners
Massachusetts
$1K +$810 +8 New
DPA
541
Delphi Private Advisors
California
$1K +$1.01K +10 New
WA
542
WBH Advisory
Maryland
$331 -$18.8K -186 -5%
Fidelity International
543
Fidelity International
Bermuda
– -$50.7M -521,199 Closed
Renaissance Technologies
544
Renaissance Technologies
New York
– -$49.6M -509,350 Closed
Lord, Abbett & Co
545
Lord, Abbett & Co
New Jersey
– -$27.2M -279,500 Closed
PIA
546
Piedmont Investment Advisors
North Carolina
– -$16.1M -165,596 Closed
Millennium Management
547
Millennium Management
New York
– -$9M -88,887 Closed
ARC
548
Absolute Return Capital
Massachusetts
– -$8.54M -87,783 Closed
TGA
549
Trilogy Global Advisors
Florida
– -$5.55M -57,060 Closed
FCBT
550
First Citizens Bank & Trust
North Carolina
– -$4.33M -44,505 Closed
20 21
22
23 24

PH Hedge Fund Activity: Q4 2015 in Review

544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2015, worth a combined $11B — down 6.8% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PH positions and 47 closed out — a net gain of 11 holders — while 155 added to existing stakes and 229 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $46.2M. The largest seller was Capital World Investors, cutting an estimated $202M.

  • 544 institutional investors held Parker-Hannifin (PH) as of Q4 2015, up from 543 in Q3 2015.
  • Funds reported $11B of Parker-Hannifin stock for Q4 2015, down 6.8% quarter-over-quarter.
  • 58 funds opened new Parker-Hannifin positions in Q4 2015 and 47 closed out, a net change of +11 holders.
  • The largest Parker-Hannifin buyer in Q4 2015 was Vulcan Value Partners, an estimated $46.2M added.
  • The largest Parker-Hannifin seller in Q4 2015 was Capital World Investors, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2015.