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Parker-Hannifin

1,082 hedge funds and large institutions have $36B invested in Parker-Hannifin in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 375 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $30.6B → $36B (+$5.41B)

5% more funds holding

Funds holding: 1,0321,082 (+50)

7% more call options, than puts

Call options by funds: $185M | Put options by funds: $173M

3% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 375

0.69% more ownership

Funds ownership: 82.86%83.54% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
1,082
Holders Change
+50
Holders Change %
+4.84%
% of All Funds
17.24%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
130
Increased
387
Reduced
375
Closed
61
Calls
$185M
Puts
$173M
Net Calls
+$12.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
651
Leavell Investment Management
Alabama
$534K +$86.8K +262 +20%
ST
652
Smithfield Trust
Pennsylvania
$532K -$41.7K -126 -7%
WSFS
653
Wilmington Savings Fund Society
Delaware
$527K +$1.32K +4 +0.3%
PAM
654
Palisade Asset Management
Minnesota
$526K -$3.31K -10 -0.6%
EW
655
Evoke Wealth
California
$525K +$11.3K +34 +2%
CGL
656
Clarius Group LLC
Washington
$523K +$2.32K +7 +0.5%
FMAEN1
657
Fund Management at Engine No 1
California
$523K +$47.4K +143 +10%
CI
658
Cigna Investments
Connecticut
$521K -$8.94K -27 -2%
BTI
659
Blue Trust Inc
Georgia
$520K +$69.5K +210 +13%
APIM
660
Agate Pass Investment Management
Washington
$515K -$7.29K -22 -1%
ABC
661
Associated Banc-Corp
Wisconsin
$513K
SWM
662
Shakespeare Wealth Management
Wisconsin
$512K
PCS
663
Personal CFO Solutions
New Jersey
$508K -$60.6K -183 -11%
LFA
664
Laraway Financial Advisors
Minnesota
$508K -$29.8K -90 -6%
LHC
665
Little House Capital
Massachusetts
$507K +$500K +1,509 New
CST
666
Charles Schwab Trust
Nevada
$504K -$11.3K -34 -2%
SCA
667
Stokes Capital Advisors
South Carolina
$504K
FLPIM
668
F.L. Putnam Investment Management
Massachusetts
$504K +$207K +624 +71%
FFM
669
Forum Financial Management
Illinois
$503K +$5.63K +17 +1%
BCFD
670
Boit C.F. David
$485K
JF
671
Jump Financial
Illinois
$483K +$240K +726 +102%
RBC
672
Romano Brothers & Co
Illinois
$481K +$12.3K +37 +3%
SPIA
673
Steward Partners Investment Advisory
New York
$479K +$57K +172 +14%
AAS
674
Ameritas Advisory Services
Nebraska
$472K -$87.8K -265 -15%
ACIM
675
Azimuth Capital Investment Management
Michigan
$471K -$82.8K -250 -15%

PH Hedge Fund Activity: Q1 2023 in Review

1,082 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2023, worth a combined $36B — up 18% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PH positions and 61 closed out — a net gain of 69 holders — while 387 added to existing stakes and 375 trimmed.

The largest buyer was Bank of America, adding an estimated $423M. The largest seller was JP Morgan Chase, cutting an estimated $301M.

  • 1,082 institutional investors held Parker-Hannifin (PH) as of Q1 2023, up from 1,032 in Q4 2022.
  • Funds reported $36B of Parker-Hannifin stock for Q1 2023, up 18% quarter-over-quarter.
  • 130 funds opened new Parker-Hannifin positions in Q1 2023 and 61 closed out, a net change of +69 holders.
  • The largest Parker-Hannifin buyer in Q1 2023 was Bank of America, an estimated $423M added.
  • The largest Parker-Hannifin seller in Q1 2023 was JP Morgan Chase, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2023.