Parker-Hannifin
574 hedge funds and large institutions have $14.1B invested in Parker-Hannifin in 2014 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 206 increasing their positions, 196 reducing their positions, and 38 closing their positions.
84% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 38
66% more call options, than puts
Call options by funds: $78.8M | Put options by funds: $47.5M
5% more funds holding
Funds holding: 549 → 574 (+25)
5% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 196
1.04% less ownership
Funds ownership: 80.31% → 79.27% (-1%)
8% less capital invested
Capital invested by funds: $15.4B → $14.1B (-$1.27B)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
SAC Capital Advisors
Stamford,
Connecticut
|
+$122M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$121M |
| 3 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
+$60.3M |
| 4 |
T
Thomaspartners
Boston,
Massachusetts
|
+$58.8M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$55.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$504M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$78.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$70.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$62.5M |
| 5 |
State Street
Boston,
Massachusetts
|
-$47.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MYLI
601
Meiji Yasuda Life Insurance
Tokyo,
Japan
| – | -$210K | -1,629 | Closed |
|
|
LC
602
Loews Corp
New York
| – | -$209K | -1,625 | Closed |
|
|
GGPS
603
Gary Goldberg Planning Services
Suffern,
New York
| – | -$195K | -1,513 | Closed |
|
|
PL
604
Parkwood LLC
Cleveland,
Ohio
| – | -$96K | -750 | Closed |
|
605
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$51K | -400 | Closed |
|
|
ACM
606
Antonetti Capital Management
Naples,
Florida
| – | -$43K | -337 | Closed |
|
|
SNT
607
Security National Trust
Wheeling,
West Virginia
| – | -$12K | -90 | Closed |
|
|
ASN
608
Advisory Services Network
Atlanta,
Georgia
| – | -$4K | -33 | Closed |
|
|
LWA
609
Lenox Wealth Advisors
New York
| – | -$3K | -25 | Closed |
|
|
PO
610
Private Ocean
San Rafael,
California
| – | -$2K | -12 | Closed |
|
|
SHWM
611
Smith & Howard Wealth Management
Atlanta,
Georgia
| – | -$1K | -6 | Closed |
|
PH Hedge Fund Activity: Q1 2014 in Review
574 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2014, worth a combined $14.1B — down 8.2% from $15.4B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new PH positions and 38 closed out — a net gain of 32 holders — while 206 added to existing stakes and 196 trimmed.
The largest buyer was SAC Capital Advisors, adding an estimated $122M. The largest seller was Capital World Investors, cutting an estimated $504M.
- 574 institutional investors held Parker-Hannifin (PH) as of Q1 2014, up from 549 in Q4 2013.
- Funds reported $14.1B of Parker-Hannifin stock for Q1 2014, down 8.2% quarter-over-quarter.
- 70 funds opened new Parker-Hannifin positions in Q1 2014 and 38 closed out, a net change of +32 holders.
- The largest Parker-Hannifin buyer in Q1 2014 was SAC Capital Advisors, an estimated $122M added.
- The largest Parker-Hannifin seller in Q1 2014 was Capital World Investors, an estimated $504M sold.
Based on aggregated 13F filings for Q1 2014.