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Parker-Hannifin

925 hedge funds and large institutions have $33B invested in Parker-Hannifin in 2021 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 335 increasing their positions, 302 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

36% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 87

15% more capital invested

Capital invested by funds: $28.8B → $33B (+$4.27B)

11% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 302

3% more funds holding

Funds holding: 901925 (+24)

0.63% more ownership

Funds ownership: 80.65%81.28% (+0.63%)

9% less call options, than puts

Call options by funds: $97.6M | Put options by funds: $108M

Holders
925
Holders Change
+24
Holders Change %
+2.66%
% of All Funds
16.24%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
118
Increased
335
Reduced
302
Closed
87
Calls
$97.6M
Puts
$108M
Net Calls
-$9.97M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Executive Wealth Management
Michigan
$345K +$866 +3 +0.3%
MC
652
Middleton & Co
Massachusetts
$341K -$14.4K -50 -4%
MFS
653
Mirabella Financial Services
United Kingdom
$341K +$312K +1,081 New
JIP
654
Jaffetilchin Investment Partners
Florida
$341K +$312K +1,082 New
QCG
655
Quadrant Capital Group
Ohio
$340K -$11.5K -40 -4%
WCA
656
Waratah Capital Advisors
Ontario, Canada
$338K +$309K +1,070 New
EW
657
Evoke Wealth
California
$334K
MOS
658
MGO One Seven
Ohio
$334K +$62.4K +216 +26%
Wolverine Trading
659
Wolverine Trading
Illinois
$333K -$1.04M -3,597 -77%
PAA
660
Peregrine Asset Advisers
Oregon
$333K +$305K +1,056 New
VCM
661
Vigilant Capital Management
Maine
$330K
HH
662
Hilltop Holdings
Texas
$327K -$26K -90 -8%
PBC
663
Pavion Blue Capital
California
$327K
QP
664
Quilter Plc
United Kingdom
$325K -$21.7K -75 -7%
CT
665
Chicago Trust
Illinois
$323K -$253K -878 -46%
CAL
666
Capital Analysts LLC
Pennsylvania
$322K +$72.2K +250 +32%
ACM
667
Armbruster Capital Management
New York
$319K
SWM
668
Spire Wealth Management
Virginia
$317K +$290K +1,004 New
GB
669
Goepper Burkhardt
South Carolina
$315K
NEAM
670
New England Asset Management
Connecticut
$315K +$289K +1,000 New
TMAM
671
Tokio Marine Asset Management
Japan
$314K +$51.7K +179 +22%
MP
672
McDonald Partners
Ohio
$313K -$29.4K -102 -9%
CFA
673
CWS Financial Advisors
Michigan
$313K
RG
674
Renaissance Group
Kentucky
$305K
Twin Tree Management
675
Twin Tree Management
Texas
$305K +$279K +967 New

PH Hedge Fund Activity: Q1 2021 in Review

925 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2021, worth a combined $33B — up 15% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new PH positions and 87 closed out — a net gain of 31 holders — while 335 added to existing stakes and 302 trimmed.

The largest buyer was Bank of America, adding an estimated $896M. The largest seller was T. Rowe Price Associates, cutting an estimated $832M.

  • 925 institutional investors held Parker-Hannifin (PH) as of Q1 2021, up from 901 in Q4 2020.
  • Funds reported $33B of Parker-Hannifin stock for Q1 2021, up 15% quarter-over-quarter.
  • 118 funds opened new Parker-Hannifin positions in Q1 2021 and 87 closed out, a net change of +31 holders.
  • The largest Parker-Hannifin buyer in Q1 2021 was Bank of America, an estimated $896M added.
  • The largest Parker-Hannifin seller in Q1 2021 was T. Rowe Price Associates, an estimated $832M sold.

Based on aggregated 13F filings for Q1 2021.