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Parker-Hannifin

739 hedge funds and large institutions have $18.9B invested in Parker-Hannifin in 2020 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 232 increasing their positions, 261 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 64

39% more capital invested

Capital invested by funds: $13.6B → $18.9B (+$5.29B)

18% more call options, than puts

Call options by funds: $120M | Put options by funds: $101M

8% more funds holding

Funds holding: 687739 (+52)

1.01% less ownership

Funds ownership: 81.38%80.37% (-1%)

11% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 261

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
739
Holders Change
+52
Holders Change %
+7.57%
% of All Funds
15.15%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.08%
New
123
Increased
232
Reduced
261
Closed
64
Calls
$120M
Puts
$101M
Net Calls
+$18.4M
Net Calls Change
-$36.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
626
Bourgeon Capital Management
Connecticut
$55K
TSW
627
Thompson Siegel & Walmsley
Virginia
$55K
WTC
628
WhitTier Trust Company
Nevada
$55K +$26.9K +167 +124%
LF
629
Lee Financial
Texas
$54K
NG
630
NWK Group
California
$54K
PFBT
631
Parkside Financial Bank & Trust
Missouri
$53K +$1.13K +7 +2%
BBA
632
Braun-Bostich & Associates
Pennsylvania
$52K -$8.71K -54 -16%
AWM
633
Atticus Wealth Management
Florida
$50K
MCA
634
Mercer Capital Advisers
New Jersey
$49K
AC
635
Asio Capital
Kentucky
$46K +$40.3K +250 New
FWM
636
Filbrandt Wealth Management
Wisconsin
$46K +$40.3K +250 New
BHWM
637
Bay Harbor Wealth Management
Maryland
$40K +$35.3K +219 New
HFM
638
Harvest Fund Management
China
$39K
AAP
639
Arax Advisory Partners
Colorado
$38K
DTIM
640
Danda Trouve Investment Management
Kansas
$37K -$9.68K -60 -23%
MMG
641
Monetary Management Group
Missouri
$37K +$16.1K +100 +100%
CWC
642
Carolinas Wealth Consulting
North Carolina
$35K +$31.1K +193 New
PCG
643
Private Capital Group
Connecticut
$34K +$18.2K +113 +159%
RFA
644
Reilly Financial Advisors
California
$33K +$3.55K +22 +14%
TPWA
645
TRUE Private Wealth Advisors
Oregon
$32K
FP
646
Financial Perspectives
Minnesota
$31.9K +$161 +1 +0.6%
CBT
647
Central Bank & Trust
Kentucky
$30K
RDWM
648
Red Door Wealth Management
Tennessee
$29K +$161 +1 +0.6%
BCA
649
Berman Capital Advisors
Georgia
$28K +$3.87K +24 +18%
MAWCM
650
Mine & Arao Wealth Creation & Management
California
$28K +$24.8K +154 New

PH Hedge Fund Activity: Q2 2020 in Review

739 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2020, worth a combined $18.9B — up 39% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new PH positions and 64 closed out — a net gain of 59 holders — while 232 added to existing stakes and 261 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $463M. The largest seller was Citadel Advisors, cutting an estimated $265M.

  • 739 institutional investors held Parker-Hannifin (PH) as of Q2 2020, up from 687 in Q1 2020.
  • Funds reported $18.9B of Parker-Hannifin stock for Q2 2020, up 39% quarter-over-quarter.
  • 123 funds opened new Parker-Hannifin positions in Q2 2020 and 64 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q2 2020 was T. Rowe Price Associates, an estimated $463M added.
  • The largest Parker-Hannifin seller in Q2 2020 was Citadel Advisors, an estimated $265M sold.

Based on aggregated 13F filings for Q2 2020.