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Parker-Hannifin

1,419 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3011,419 (+118)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.37% (-1.4%)

Holders
1,419
Holders Change
+118
Holders Change %
+9.07%
% of All Funds
20.44%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
194
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
551
IFP Advisors
Florida
$2.19M -$32K -63 -2%
NIM
552
NEOS Investment Management
Connecticut
$2.17M +$652K +1,283 +49%
BA
553
BCM Advisors
Louisiana
$2.16M +$9.14K +18 +0.5%
CT
554
Caldwell Trust
Florida
$2.16M -$384K -755 -16%
MC
555
Machina Capital
France
$2.14M +$1.22M +2,400 +165%
LIM
556
Leavell Investment Management
Alabama
$2.11M -$60.5K -119 -3%
CFGS
557
Concourse Financial Group Securities
Alabama
$2.11M +$94.5K +186 +5%
RGI
558
River Global Investors
United Kingdom
$2.1M -$1.01M -1,981 -34%
B
559
Bailard
California
$2.09M -$66K -130 -3%
PCA
560
Private Capital Advisors
Connecticut
$2.07M
DADC
561
D.A. Davidson & Co
Montana
$2.07M -$444K -873 -19%
Carson Wealth (CWM LLC)
562
Carson Wealth (CWM LLC)
Nebraska
$2.05M -$11.7K -23 -0.6%
LNWWM
563
Laird Norton Wetherby Wealth Management
California
$2.05M -$1.02K -2 -0.1%
A
564
AlphaQuest
New York
$2.04M +$1.43M +2,805 +322%
FHB
565
First Hawaiian Bank
Hawaii
$2.04M +$604K +1,188 +48%
WSTAM
566
Wilbanks Smith & Thomas Asset Management
Virginia
$2.02M +$1.52K +3 +0.1%
WGCA
567
Wolf Group Capital Advisors
Virginia
$2.02M
GF
568
Gries Financial
Ohio
$2.02M +$88.4K +174 +5%
ACM
569
Aquatic Capital Management
Illinois
$2M -$7.32M -14,400 -80%
ZIG
570
Zurich Insurance Group
Switzerland
$2M +$1.83M +3,600 New
AM
571
AGF Management
Ontario, Canada
$1.99M -$74M -145,610 -98%
LSAG
572
Lake Street Advisors Group
New Hampshire
$1.99M -$161K -316 -8%
CIP
573
Chartwell Investment Partners
Pennsylvania
$1.97M -$188K -370 -9%
PIM
574
Plato Investment Management
Australia
$1.95M +$1.78M +3,501 +21,881%
TMAM
575
Tokio Marine Asset Management
Japan
$1.93M +$122K +241 +7%

PH Hedge Fund Activity: Q1 2024 in Review

1,419 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new PH positions and 60 closed out — a net gain of 134 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,419 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,301 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 194 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +134 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.