Parker-Hannifin
549 hedge funds and large institutions have $15.4B invested in Parker-Hannifin in 2013 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 175 increasing their positions, 214 reducing their positions, and 34 closing their positions.
103% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 34
18% more call options, than puts
Call options by funds: $126M | Put options by funds: $107M
16% more capital invested
Capital invested by funds: $13.2B → $15.4B (+$2.17B)
6% more funds holding
Funds holding: 518 → 549 (+31)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
1.4% less ownership
Funds ownership: 81.71% → 80.31% (-1.4%)
18% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 214
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
+$168M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$153M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
+$89.5M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$87.1M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$203M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$170M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$117M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$108M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$90.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
576
CIBC World Market
Toronto,
Ontario, Canada
| – | -$326K | -2,999 | Closed |
|
|
LKIM
577
Lawson Kroeker Investment Management
Omaha,
Nebraska
| – | -$266K | -2,450 | Closed |
|
|
CCMU
578
Cheyne Capital Management (UK)
London,
United Kingdom
| – | -$217K | -2,000 | Closed |
|
|
BFA
579
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$205K | -1,890 | Closed |
|
|
PCM
580
Prelude Capital Management
New York
| – | -$38K | -350 | Closed |
|
|
AA
581
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$33K | -308 | Closed |
|
|
BC
582
Bartlett & Co
Cincinnati,
Ohio
| – | -$7K | -61 | Closed |
|
|
CG
583
Colony Group
Boston,
Massachusetts
| – | +$349 | +3 | New |
|
PH Hedge Fund Activity: Q4 2013 in Review
549 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2013, worth a combined $15.4B — up 16% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new PH positions and 34 closed out — a net gain of 35 holders — while 175 added to existing stakes and 214 trimmed.
The largest buyer was OppenheimerFunds, adding an estimated $168M. The largest seller was Goldman Sachs, cutting an estimated $203M.
- 549 institutional investors held Parker-Hannifin (PH) as of Q4 2013, up from 518 in Q3 2013.
- Funds reported $15.4B of Parker-Hannifin stock for Q4 2013, up 16% quarter-over-quarter.
- 69 funds opened new Parker-Hannifin positions in Q4 2013 and 34 closed out, a net change of +35 holders.
- The largest Parker-Hannifin buyer in Q4 2013 was OppenheimerFunds, an estimated $168M added.
- The largest Parker-Hannifin seller in Q4 2013 was Goldman Sachs, an estimated $203M sold.
Based on aggregated 13F filings for Q4 2013.