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Parker-Hannifin
PH

714 hedge funds and large institutions have $21.7B invested in Parker-Hannifin in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 241 increasing their positions, 249 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 45

15% more capital invested

Capital invested by funds: $18.8B → $21.7B (+$2.9B)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more funds holding

Funds holding: 662 → 714 (+52)

1.08% more ownership

Funds ownership: 80.62% → 81.7% (+1.1%)

3% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 249

61% less call options, than puts

Call options by funds: $94.4M | Put options by funds: $240M

Holders
714
Holders Change
+52
Holders Change %
+7.85%
% of All Funds
16.19%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
102
Increased
241
Reduced
249
Closed
45
Calls
$94.4M
Puts
$240M
Net Calls
-$146M
Net Calls Change
+$19M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$161M
2
Capital World Investors
Capital World Investors
California
+$155M
3
JP Morgan Chase
JP Morgan Chase
New York
+$148M
4
Boston Partners
Boston Partners
Massachusetts
+$120M
5
Jennison Associates
Jennison Associates
New York
+$97.2M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$177M
2
Renaissance Technologies
Renaissance Technologies
New York
-$117M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$93.8M
4
TPCM
Tide Point Capital Management
Connecticut
-$59.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$53.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Acadian Asset Management
601
Acadian Asset Management
Massachusetts
$120K – – –
SFSIG
602
San Francisco Sentry Investment Group
California
$116K +$62.7K +337 +139%
HDIM
603
Hanson & Doremus Investment Management
Vermont
$115K – – –
CCM
604
Covington Capital Management
California
$111K +$24.2K +130 +31%
PCM
605
Prelude Capital Management
New York
$111K +$103K +554 New
BFEC
606
Benjamin F. Edwards & Company
Missouri
$105K +$186 +1 +0.2%
WWM
607
Willingdon Wealth Management
North Carolina
$103K +$5.39K +29 +6%
GWM
608
Geneos Wealth Management
Colorado
$102K – – –
CHC
609
City Holding Co
West Virginia
$101K – – –
PCTC
610
Perkins Coie Trust Company
Washington
$100K – – –
ZB
611
Zions Bancorporation
Utah
$97K – – –
CB
612
CNB Bank
Pennsylvania
$97K +$90.4K +486 New
RWA
613
Ropes Wealth Advisors
Massachusetts
$95K -$51.1K -275 -37%
CCM
614
Cribstone Capital Management
Maine
$95K – – –
PG
615
Pendal Group
Australia
$94K +$87.6K +471 New
BBHC
616
Brown Brothers Harriman & Co
New York
$90K – – –
CAL
617
Capital Advisors Ltd
Ohio
$90K – – –
EWM
618
Evercore Wealth Management
New York
$90K – – –
First Manhattan
619
First Manhattan
New York
$89K +$186 +1 +0.2%
PHK
620
Point72 Hong Kong
Hong Kong
$89K +$83.3K +448 New
GLI
621
Guardian Life Insurance
New York
$86K +$24.5K +132 +44%
ClearBridge Investments
622
ClearBridge Investments
New York
$81K – – –
MFBTD
623
MB Financial Bank - Trust Department
Illinois
$71K – – –
AWM
624
Aevitas Wealth Management
Massachusetts
$71K +$66K +355 New
EA
625
Edge Advisors
Georgia
$68K -$107K -576 -63%
23 24
25
26 27

PH Hedge Fund Activity: Q4 2017 in Review

714 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2017, worth a combined $21.7B — up 15% from $18.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new PH positions and 45 closed out — a net gain of 57 holders — while 241 added to existing stakes and 249 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $161M. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $177M sold.

  • 714 institutional investors held Parker-Hannifin (PH) as of Q4 2017, up from 662 in Q3 2017.
  • Funds reported $21.7B of Parker-Hannifin stock for Q4 2017, up 15% quarter-over-quarter.
  • 102 funds opened new Parker-Hannifin positions in Q4 2017 and 45 closed out, a net change of +57 holders.
  • The largest Parker-Hannifin buyer in Q4 2017 was Balyasny Asset Management, an estimated $161M added.
  • The largest Parker-Hannifin seller in Q4 2017 was Hotchkis & Wiley Capital Management, an estimated $177M sold.

Based on aggregated 13F filings for Q4 2017.