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Parker-Hannifin
PH

1,419 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 30 → 41 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,301 → 1,419 (+118)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72% → 82.37% (-1.4%)

Holders
1,419
Holders Change
+118
Holders Change %
+9.07%
% of All Funds
20.44%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
194
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$316M
2
Millennium Management
Millennium Management
New York
+$129M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$118M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$107M
5
Wells Fargo
Wells Fargo
California
+$88M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$901M
2
Ameriprise
Ameriprise
Minnesota
-$286M
3
Franklin Resources
Franklin Resources
California
-$227M
4
Victory Capital Management
Victory Capital Management
Texas
-$209M
5
JP Morgan Chase
JP Morgan Chase
New York
-$193M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
601
RNC Capital Management
California
$1.69M -$880K -1,732 -36%
LJHT
602
Laurie J. Hall Trustee
$1.69M – – –
SF
603
Synovus Financial
Georgia
$1.68M -$37.1K -73 -2%
BCFD
604
Boit C.F. David
$1.68M +$305K +600 +24%
EAM
605
Erste Asset Management
Austria
$1.67M +$1.52M +3,000 New
PS
606
Principal Securities
Iowa
$1.67M +$117K +230 +8%
AIMCA
607
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.67M – – –
MC
608
Moors & Cabot
Massachusetts
$1.66M +$56.9K +112 +4%
RBFC
609
Roman Butler Fullerton & Co
Missouri
$1.65M -$132K -259 -8%
EWM
610
Evercore Wealth Management
New York
$1.64M +$6.1K +12 +0.4%
GIA
611
Gladstone Institutional Advisory
Florida
$1.64M +$823K +1,620 +121%
PA
612
Parallel Advisors
California
$1.64M +$50.3K +99 +3%
BTW
613
Boston Trust Walden
Massachusetts
$1.64M – – –
MMG
614
Monetary Management Group
Missouri
$1.64M +$20.3K +40 +1%
AF
615
Advisornet Financial
Minnesota
$1.64M -$117K -231 -7%
MAS
616
Meeder Advisory Services
Ohio
$1.63M +$29K +57 +2%
RCA
617
Roberts Capital Advisors
Colorado
$1.61M +$1.47M +2,891 New
PWP
618
Principle Wealth Partners
Connecticut
$1.6M – – –
RAM
619
Ramirez Asset Management
New York
$1.6M -$122K -240 -8%
DA
620
Dover Advisors
Virginia
$1.6M +$439K +865 +43%
SP
621
Stablepoint Partners
Massachusetts
$1.6M +$328K +645 +29%
SWM
622
SFG Wealth Management
Maryland
$1.6M -$25.4K -50 -2%
HCM
623
HMS Capital Management
Tennessee
$1.58M +$97K +191 +7%
Dodge & Cox
624
Dodge & Cox
California
$1.58M – – –
LNC
625
Lincoln National Corp
Pennsylvania
$1.58M +$8.64K +17 +0.6%
23 24
25
26 27

PH Hedge Fund Activity: Q1 2024 in Review

1,419 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new PH positions and 60 closed out — a net gain of 134 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,419 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,301 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 194 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +134 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.