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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
BCWM
576
Bartlett & Co Wealth Management
Ohio
$753K +$33.1K +100 +5%
SM
577
Sciencast Management
New Jersey
$744K +$765K +2,309 New
AWS
578
Atria Wealth Solutions
New York
$743K +$200K +604 +38%
ERIC
579
Eagle Rock Investment Company
Georgia
$739K -$99.3K -300 -12%
BFO
580
Biltmore Family Office
North Carolina
$737K
CPC
581
Cookson Peirce & Co
Pennsylvania
$734K +$79.1K +239 +12%
SLI
582
Sumitomo Life Insurance
Japan
$729K -$8.28K -25 -1%
MCM
583
Manchester Capital Management
Vermont
$727K +$194K +585 +37%
BRWA
584
B. Riley Wealth Advisors
Florida
$725K +$108K +326 +18%
D.E. Shaw & Co
585
D.E. Shaw & Co
New York
$724K +$714K +2,155 New
CC
586
Centiva Capital
New York
$722K +$712K +2,149 New
FWIA
587
Fort Washington Investment Advisors
Ohio
$721K -$113K -342 -14%
DP
588
Dearborn Partners
Illinois
$717K
DF
589
Donoghue Forlines
Massachusetts
$716K -$179K -542 -20%
WI
590
Wedgewood Investors
Pennsylvania
$715K -$6.29K -19 -0.9%
S
591
SignatureFD
Georgia
$712K -$29.5K -89 -4%
TA
592
TFG Advisers
Michigan
$711K +$1.99K +6 +0.3%
HI
593
Horizon Investments
North Carolina
$711K +$226K +682 +47%
IAN
594
Integrated Advisors Network
Texas
$710K -$38.7K -117 -5%
TPA
595
Trivium Point Advisory
Connecticut
$709K +$699K +2,110 New
IA
596
IFP Advisors
Florida
$708K -$86.1K -260 -6%
CWP
597
Curated Wealth Partners
California
$700K -$181K -547 -21%
CIA
598
Covington Investment Advisors
Pennsylvania
$699K -$13.9K -42 -2%
PA
599
Procyon Advisors
Connecticut
$694K +$33.4K +101 +5%
CFGS
600
Concourse Financial Group Securities
Alabama
$690K +$338K +1,022 +99%

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.