Parker-Hannifin
544 hedge funds and large institutions have $11B invested in Parker-Hannifin in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 229 reducing their positions, and 47 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
23% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 47
0% more funds holding
Funds holding: 543 → 544 (+1)
4.27% less ownership
Funds ownership: 88.07% → 83.8% (-4.3%)
7% less capital invested
Capital invested by funds: $11.8B → $11B (-$802M)
32% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 229
56% less call options, than puts
Call options by funds: $32.9M | Put options by funds: $74.2M
Top Buyers
Top Sellers
| 1 |
Capital World Investors
Los Angeles,
California
|
-$202M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$109M |
| 3 |
Axa
Paris,
France
|
-$92.2M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$71.3M |
| 5 |
Lazard Asset Management
New York
|
-$67.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
576
Waverly Advisors
Birmingham,
Alabama
| – | -$119K | -1,222 | Closed |
|
|
W
577
Wealthfront
Palo Alto,
California
| – | -$100K | -1,028 | Closed |
|
578
Twin Tree Management
Dallas,
Texas
| – | -$85K | -877 | Closed |
|
|
HTHT
579
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| – | -$65K | -665 | Closed |
|
|
DLHL
580
Donald L. Hagan LLC
Sarasota,
Florida
| – | -$29K | -300 | Closed |
|
|
TCOV
581
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$19K | -200 | Closed |
|
|
AW
582
Alpha Windward
Westwood,
Massachusetts
| – | -$17K | -172 | Closed |
|
|
WA
583
Winfield Associates
Cleveland,
Ohio
| – | -$15K | -151 | Closed |
|
|
BCA
584
Bray Capital Advisors
Naples,
Florida
| – | -$15K | -150 | Closed |
|
|
PRS
585
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$14K | -150 | Closed |
|
|
KIG
586
Kessler Investment Group
Columbus,
Indiana
| – | -$10K | -100 | Closed |
|
|
TC
587
Trust Company
Manhattan,
Kansas
| – | -$7K | -70 | Closed |
|
|
CFSG
588
Community Financial Services Group
Newport,
Vermont
| – | -$5K | -50 | Closed |
|
|
MC
589
Maplelane Capital
New York
| – | +$101 | +1 | New |
|
PH Hedge Fund Activity: Q4 2015 in Review
544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2015, worth a combined $11B — down 6.8% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new PH positions and 47 closed out — a net gain of 11 holders — while 155 added to existing stakes and 229 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $46.2M. The largest seller was Capital World Investors, cutting an estimated $202M.
- 544 institutional investors held Parker-Hannifin (PH) as of Q4 2015, up from 543 in Q3 2015.
- Funds reported $11B of Parker-Hannifin stock for Q4 2015, down 6.8% quarter-over-quarter.
- 58 funds opened new Parker-Hannifin positions in Q4 2015 and 47 closed out, a net change of +11 holders.
- The largest Parker-Hannifin buyer in Q4 2015 was Vulcan Value Partners, an estimated $46.2M added.
- The largest Parker-Hannifin seller in Q4 2015 was Capital World Investors, an estimated $202M sold.
Based on aggregated 13F filings for Q4 2015.