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Parker-Hannifin

901 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 291 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

39% more capital invested

Capital invested by funds: $20.7B → $28.8B (+$8.1B)

14% more funds holding

Funds holding: 792901 (+109)

10% more call options, than puts

Call options by funds: $171M | Put options by funds: $155M

0.98% more ownership

Funds ownership: 79.68%80.65% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 304

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
901
Holders Change
+109
Holders Change %
+13.76%
% of All Funds
15.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
162
Increased
291
Reduced
304
Closed
47
Calls
$171M
Puts
$155M
Net Calls
+$16M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
676
CWS Financial Advisors
Michigan
$271K -$2.48K -10 -1%
IWM
677
IHT Wealth Management
Illinois
$270K -$17.8K -72 -7%
CWA
678
Clarus Wealth Advisors
Arizona
$267K +$233K +941 New
EAM
679
Eagle Asset Management
Florida
$267K +$243K +981 New
RG
680
Renaissance Group
Kentucky
$263K -$21.8K -88 -8%
CWP
681
CFM Wealth Partners
Texas
$262K +$239K +963 New
PWPS
682
Pinnacle Wealth Planning Services
Ohio
$261K +$237K +958 New
PAS
683
Park Avenue Securities
New York
$261K +$238K +959 New
BAM
684
Brave Asset Management
New Jersey
$258K +$235K +948 New
Lido Advisors
685
Lido Advisors
California
$257K +$234K +943 New
BFIM
686
Beese Fulmer Investment Management
Ohio
$254K +$231K +932 New
CWP
687
Capital Wealth Planning
Florida
$251K +$226K +912 New
GJIC
688
Gamble Jones Investment Counsel
California
$250K +$227K +916 New
WA
689
Wealth Alliance
New York
$247K -$35.2K -142 -14%
SNBOSD
690
Security National Bank of So Dak
Iowa
$245K +$223K +900 New
VIA
691
Vantis Investment Advisers
Florida
$245K +$223K +900 New
AWM
692
Avior Wealth Management
Nebraska
$243K +$10.4K +42 +5%
DT
693
Diversified Trust
Tennessee
$242K -$53.5K -216 -20%
ACP
694
Aviance Capital Partners
Florida
$241K +$219K +885 New
TNB
695
TCF National Bank
South Dakota
$240K +$218K +880 New
AIA
696
Affinity Investment Advisors
California
$237K -$44.6K -180 -17%
FI
697
FormulaFolio Investments
Michigan
$233K +$212K +856 New
BIM
698
Baldwin Investment Management
Pennsylvania
$232K +$211K +850 New
MOS
699
MGO One Seven
Ohio
$230K +$209K +844 New
PFA
700
Pinnacle Family Advisors
Missouri
$230K +$210K +846 New

PH Hedge Fund Activity: Q4 2020 in Review

901 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2020, worth a combined $28.8B — up 39% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PH positions and 47 closed out — a net gain of 115 holders — while 291 added to existing stakes and 304 trimmed.

The largest buyer was Capital World Investors, adding an estimated $546M. The largest seller was Viking Global Investors, cutting an estimated $207M.

  • 901 institutional investors held Parker-Hannifin (PH) as of Q4 2020, up from 792 in Q3 2020.
  • Funds reported $28.8B of Parker-Hannifin stock for Q4 2020, up 39% quarter-over-quarter.
  • 162 funds opened new Parker-Hannifin positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Parker-Hannifin buyer in Q4 2020 was Capital World Investors, an estimated $546M added.
  • The largest Parker-Hannifin seller in Q4 2020 was Viking Global Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.