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Parker-Hannifin

1,140 hedge funds and large institutions have $41.8B invested in Parker-Hannifin in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 403 increasing their positions, 407 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 65

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

27% more call options, than puts

Call options by funds: $222M | Put options by funds: $175M

16% more capital invested

Capital invested by funds: $36B → $41.8B (+$5.82B)

5% more funds holding

Funds holding: 1,0821,140 (+58)

0.18% more ownership

Funds ownership: 83.54%83.72% (+0.18%)

1% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 407

Holders
1,140
Holders Change
+58
Holders Change %
+5.36%
% of All Funds
17.9%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.49%
New
124
Increased
403
Reduced
407
Closed
65
Calls
$222M
Puts
$175M
Net Calls
+$47.7M
Net Calls Change
+$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
626
SlateStone Wealth
Florida
$758K +$271K +800 +70%
CWP
627
Cyndeo Wealth Partners
Florida
$757K -$590K -1,745 -47%
CG
628
CFO4Life Group
Texas
$752K +$653K +1,929 New
CCM
629
Coldstream Capital Management
Washington
$747K +$9.47K +28 +1%
CFD
630
Creative Financial Designs
Indiana
$747K -$16.2K -48 -2%
ATC
631
Argent Trust Co
Tennessee
$746K -$6.77K -20 -1%
APC
632
Aspire Private Capital
North Carolina
$742K +$28.4K +84 +5%
IAN
633
Integrated Advisors Network
Texas
$741K -$72.1K -213 -10%
WWM
634
Western Wealth Management
Colorado
$738K +$61.6K +182 +11%
AI
635
Atom Investors
Texas
$736K -$1.38M -4,070 -68%
WA
636
WBH Advisory
Maryland
$734K
CBFP
637
Cedar Brook Financial Partners
Ohio
$728K -$338 -1 -0.1%
TPCW
638
TD Private Client Wealth
New York
$718K -$23.3K -69 -4%
VI
639
Versor Investments
New York
$714K +$620K +1,831 New
APWM
640
Atlas Private Wealth Management
New York
$713K -$5.41K -16 -0.9%
MMM
641
Mendel Money Management
Illinois
$712K +$14.2K +42 +2%
WSFS
642
Wilmington Savings Fund Society
Delaware
$709K +$84.3K +249 +16%
SIG
643
Stonegate Investment Group
Alabama
$709K +$14.6K +43 +2%
CCIA
644
Campbell & Co Investment Adviser
Maryland
$706K +$16.9K +50 +3%
IIM
645
Intact Investment Management
Quebec, Canada
$702K
SPA
646
Sherbrooke Park Advisers
New York
$702K +$609K +1,800 New
SCA
647
STALEY CAPITAL ADVISERS
Pennsylvania
$700K +$1.01K +3 +0.2%
CI Investments Inc
648
CI Investments Inc
Ontario, Canada
$693K -$27.6M -81,679 -98%
BF
649
BOK Financial
Oklahoma
$683K -$45.3K -134 -7%
AIM
650
Alhambra Investment Management
Florida
$683K

PH Hedge Fund Activity: Q2 2023 in Review

1,140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2023, worth a combined $41.8B — up 16% from $36B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PH positions and 65 closed out — a net gain of 59 holders — while 403 added to existing stakes and 407 trimmed.

The largest buyer was AMF Tjänstepension, opening a new position worth an estimated $174M. The largest seller was Janus Henderson Group, cutting an estimated $190M.

  • 1,140 institutional investors held Parker-Hannifin (PH) as of Q2 2023, up from 1,082 in Q1 2023.
  • Funds reported $41.8B of Parker-Hannifin stock for Q2 2023, up 16% quarter-over-quarter.
  • 124 funds opened new Parker-Hannifin positions in Q2 2023 and 65 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q2 2023 was AMF Tjänstepension, an estimated $174M added.
  • The largest Parker-Hannifin seller in Q2 2023 was Janus Henderson Group, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2023.