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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
FANJ
551
Financial Architects (New Jersey)
New Jersey
$15K +$2.58K +23 +21%
AF
552
Arrow Financial
New York
$11K
LNB
553
Ledyard National Bank
$11K
VNA
554
Valley National Advisers
Pennsylvania
$10K
PFBT
555
Parkside Financial Bank & Trust
Missouri
$10K +$785 +7 +9%
QAM
556
QCI Asset Management
New York
$9K
MAM
557
Meeder Asset Management
Ohio
$9K +$9.08K +81 New
PG
558
Patten Group
Tennessee
$8.1K
GAM
559
Gemmer Asset Management
California
$8K
AC
560
Alexandria Capital
Virginia
$7K +$112 +1 +2%
EFSCE
561
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
FWM
562
Focused Wealth Management
New York
$6K
TFO
563
Tarbox Family Office
California
$5K -$336 -3 -6%
SC
564
Skylands Capital
Wisconsin
$5K
TC
565
Trust Company
Kansas
$5K
CFG
566
Citizens Financial Group
Rhode Island
$4K
PMFA
567
Plante Moran Financial Advisors
Michigan
$4K
CIM
568
Contravisory Investment Management
Massachusetts
$3K +$3.25K +29 New
1832 Asset Management
569
1832 Asset Management
Ontario, Canada
$3K +$3.48K +31 New
MSFP
570
Mark Sheptoff Financial Planning
Connecticut
$3K +$3.48K +31 New
CFA
571
Carroll Financial Associates
North Carolina
$2K -$5.04K -45 -68%
HFM
572
Hartford Financial Management
Connecticut
$2K
ZB
573
Zions Bancorporation
Utah
$2K +$112 +1 +6%
BL
574
Balentine LLC
Georgia
$2K +$2.13K +19 New
WTB
575
Washington Trust Bank
Washington
$2K +$2.13K +19 New

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.