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Parker-Hannifin

1,082 hedge funds and large institutions have $36B invested in Parker-Hannifin in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 375 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $30.6B → $36B (+$5.41B)

5% more funds holding

Funds holding: 1,0321,082 (+50)

7% more call options, than puts

Call options by funds: $185M | Put options by funds: $173M

3% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 375

0.69% more ownership

Funds ownership: 82.86%83.54% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
1,082
Holders Change
+50
Holders Change %
+4.84%
% of All Funds
17.24%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
130
Increased
387
Reduced
375
Closed
61
Calls
$185M
Puts
$173M
Net Calls
+$12.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
QIM
526
Quantitative Investment Management
Virginia
$995K -$357K -1,078 -27%
BTW
527
Boston Trust Walden
Massachusetts
$992K
CAM
528
Cypress Asset Management
Texas
$990K -$8.28K -25 -0.8%
TWI
529
Thomas White International
Illinois
$981K
CSPIA
530
Cary Street Partners Investment Advisory
Virginia
$962K -$141K -427 -13%
HP
531
Hikari Power
Japan
$955K
JIC
532
Johnson Investment Counsel
Ohio
$944K -$35.1K -106 -4%
BFEC
533
Benjamin F. Edwards & Company
Missouri
$940K -$5.3K -16 -0.6%
HNWAG
534
High Net Worth Advisory Group
Florida
$939K -$75.8K -229 -8%
PWP
535
Principle Wealth Partners
Connecticut
$937K
MLL
536
Moody Lynn & Lieberson
Massachusetts
$921K +$7.95K +24 +0.9%
BFG
537
Bleakley Financial Group
New Jersey
$920K +$59.3K +179 +7%
LNC
538
Lincoln National Corp
Pennsylvania
$919K +$15.2K +46 +2%
MCM
539
Mendel Capital Management
Arkansas
$914K +$14.9K +45 +2%
PFPT
540
Pinnacle Financial Partners (Tennessee)
Tennessee
$913K +$18.9K +57 +2%
DC
541
Davenport & Co
Virginia
$907K -$4.97K -15 -0.6%
OTPPB
542
Ontario Teachers' Pension Plan Board
Ontario, Canada
$885K -$1.48M -4,478 -63%
KLC
543
Knowledge Leaders Capital
Colorado
$883K -$25.8K -78 -3%
SC
544
Savant Capital
Illinois
$874K +$38.1K +115 +5%
GLR
545
Great Lakes Retirement
Ohio
$872K +$29.5K +89 +4%
BCMO
546
Buckingham Capital Management (Ohio)
Ohio
$870K +$128K +387 +18%
JFG
547
Jefferies Financial Group
New York
$864K -$19.2K -58 -2%
SAM
548
Shell Asset Management
Netherlands
$853K -$907K -2,740 -52%
SI
549
Stephens Inc
Arkansas
$847K -$11.3K -34 -1%
FA
550
FDx Advisors
Illinois
$846K

PH Hedge Fund Activity: Q1 2023 in Review

1,082 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2023, worth a combined $36B — up 18% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PH positions and 61 closed out — a net gain of 69 holders — while 387 added to existing stakes and 375 trimmed.

The largest buyer was Bank of America, adding an estimated $423M. The largest seller was JP Morgan Chase, cutting an estimated $301M.

  • 1,082 institutional investors held Parker-Hannifin (PH) as of Q1 2023, up from 1,032 in Q4 2022.
  • Funds reported $36B of Parker-Hannifin stock for Q1 2023, up 18% quarter-over-quarter.
  • 130 funds opened new Parker-Hannifin positions in Q1 2023 and 61 closed out, a net change of +69 holders.
  • The largest Parker-Hannifin buyer in Q1 2023 was Bank of America, an estimated $423M added.
  • The largest Parker-Hannifin seller in Q1 2023 was JP Morgan Chase, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2023.