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Parker-Hannifin
PH

714 hedge funds and large institutions have $21.7B invested in Parker-Hannifin in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 241 increasing their positions, 249 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 45

15% more capital invested

Capital invested by funds: $18.8B → $21.7B (+$2.9B)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more funds holding

Funds holding: 662 → 714 (+52)

1.08% more ownership

Funds ownership: 80.62% → 81.7% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 249

61% less call options, than puts

Call options by funds: $94.4M | Put options by funds: $240M

Holders
714
Holders Change
+52
Holders Change %
+7.85%
% of All Funds
16.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
102
Increased
241
Reduced
249
Closed
45
Calls
$94.4M
Puts
$240M
Net Calls
-$146M
Net Calls Change
+$19M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
2
Capital World Investors
Capital World Investors
California
+$155M
3
JP Morgan Chase
JP Morgan Chase
New York
+$148M
4
Boston Partners
Boston Partners
Massachusetts
+$120M
5
Jennison Associates
Jennison Associates
New York
+$97.2M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$177M
2
Renaissance Technologies
Renaissance Technologies
New York
-$117M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$93.8M
4
TPCM
Tide Point Capital Management
Connecticut
-$59.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$53.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
526
Cooke & Bieler
Pennsylvania
$339K -$576K -3,100 -65%
HS
527
HighVista Strategies
Massachusetts
$339K -$18.6K -100 -6%
GCC
528
Game Creek Capital
Massachusetts
$339K +$316K +1,700 New
LCM
529
Logan Capital Management
Pennsylvania
$338K +$23.1K +124 +8%
RCAG
530
Rehmann Capital Advisory Group
Michigan
$329K -$372 -2 -0.1%
WSCM
531
Wellington Shields Capital Management
New York
$329K +$307K +1,650 New
CIBC World Market
532
CIBC World Market
Ontario, Canada
$328K +$70.1K +377 +30%
RIM
533
Rampart Investment Management
Connecticut
$325K +$186 +1 +0.1%
PAM
534
Palisade Asset Management
Minnesota
$322K -$242K -1,300 -45%
LC
535
Lourd Capital
California
$322K +$300K +1,612 New
BFIM
536
Beese Fulmer Investment Management
Ohio
$317K – – –
NED
537
Nancy E. Dempze
$317K – – –
FHA
538
Flagship Harbor Advisors
Massachusetts
$314K -$57.6K -310 -17%
WSFS
539
Wilmington Savings Fund Society
Delaware
$308K +$21.2K +114 +8%
WAM
540
Wealthspire Advisors (Maryland)
Maryland
$308K +$36.8K +198 +15%
SPIA
541
Steward Partners Investment Advisory
New York
$307K +$108K +582 +61%
CG
542
Caprock Group
Idaho
$305K +$558 +3 +0.2%
BRWA
543
B. Riley Wealth Advisors
Florida
$305K +$9.85K +53 +4%
SBIA
544
Sheaff Brock Investment Advisors
Indiana
$304K – – –
CRC
545
Curi RMB Capital
Illinois
$303K +$282K +1,516 New
Jones Financial Companies
546
Jones Financial Companies
Missouri
$301K -$45.2K -243 -14%
SL
547
Signition LP
New York
$290K +$270K +1,451 New
CAM
548
Cypress Asset Management
Texas
$289K – – –
DP
549
Dearborn Partners
Illinois
$289K – – –
ZF
550
Zhang Financial
Michigan
$288K +$558 +3 +0.2%
20 21
22
23 24

PH Hedge Fund Activity: Q4 2017 in Review

714 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2017, worth a combined $21.7B — up 15% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PH positions and 45 closed out — a net gain of 57 holders — while 241 added to existing stakes and 249 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $161M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $177M sold.

  • 714 institutional investors held Parker-Hannifin (PH) as of Q4 2017, up from 662 in Q3 2017.
  • Funds reported $21.7B of Parker-Hannifin stock for Q4 2017, up 15% quarter-over-quarter.
  • 102 funds opened new Parker-Hannifin positions in Q4 2017 and 45 closed out, a net change of +57 holders.
  • The largest Parker-Hannifin buyer in Q4 2017 was Balyasny Asset Management, an estimated $161M added.
  • The largest Parker-Hannifin seller in Q4 2017 was Hotchkis & Wiley Capital Management, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.