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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
FHA
526
First Horizon Advisors
Tennessee
$35K -$3.92K -35 -10%
Bessemer Group
527
Bessemer Group
New Jersey
$34K -$31.3K -279 -47%
HCC
528
Hirtle Callaghan & Co
Pennsylvania
$34K
IR
529
Invictus RG
Bermuda
$33K -$15.1K -135 -31%
SIM
530
Sonora Investment Management
Arizona
$32.4K
WA
531
WealthTrust-Arizona
Arizona
$32K -$32.5K -290 -50%
MFBTD
532
MB Financial Bank - Trust Department
Illinois
$32K
NSIM
533
North Star Investment Management
Illinois
$31K
MCA
534
Mercer Capital Advisers
New Jersey
$29K
TG
535
TLP Group
Illinois
$28K +$29.4K +262 New
CTC
536
Central Trust Company
Missouri
$27K
CAW
537
Cornerstone Advisors (Washington)
Washington
$26K
SAM
538
Shamrock Asset Management
Texas
$25K +$16.6K +148 +187%
VCM
539
Versant Capital Management
Arizona
$23K -$785 -7 -3%
NCM
540
Nelson Capital Management
California
$23K +$24.1K +215 New
Carson Wealth (CWM LLC)
541
Carson Wealth (CWM LLC)
Nebraska
$22K -$21.9K -195 -49%
PWM
542
Perigon Wealth Management
California
$21K +$21.9K +195 New
OC
543
Oakworth Capital
Alabama
$20K
AssetMark Inc
544
AssetMark Inc
California
$18K -$22.6K -202 -55%
CBT
545
Central Bank & Trust
Kentucky
$18K
AIS
546
Accurate Investment Solutions
Pennsylvania
$17K +$112 +1 +0.6%
PRS
547
Pinkerton Retirement Specialists
Idaho
$17K +$448 +4 +3%
WEC
548
Winslow Evans & Crocker
Massachusetts
$16.5K +$112 +1 +0.7%
DBT
549
Dubuque Bank & Trust
Iowa
$16K -$9.53K -85 -36%
WTC
550
WhitTier Trust Company
Nevada
$15K

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.