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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
SC
676
Savant Capital
Illinois
$304K -$9.24K -32 -3%
CWP
677
CFM Wealth Partners
Texas
$304K
BMC
678
Benin Management Corp
Connecticut
$303K -$72.2K -250 -21%
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$303K +$866 +3 +0.3%
GWM
680
Geneos Wealth Management
Colorado
$303K +$4.04K +14 +1%
CWA
681
Clarus Wealth Advisors
Arizona
$302K
CC
682
Centiva Capital
New York
$302K +$276K +956 New
GIM
683
Groesbeck Investment Management
New Jersey
$300K -$49.1K -170 -15%
BAM
684
Brave Asset Management
New Jersey
$299K
ATC
685
Argent Trust Co
Tennessee
$295K +$271K +938 New
CWP
686
Capital Wealth Planning
Florida
$288K
IWM
687
IHT Wealth Management
Illinois
$286K -$24K -83 -8%
SNBOSD
688
Security National Bank of So Dak
Iowa
$284K
VIA
689
Vantis Investment Advisers
Florida
$284K
Lido Advisors
690
Lido Advisors
California
$283K -$13.3K -46 -5%
BFIM
691
Beese Fulmer Investment Management
Ohio
$283K -$10.1K -35 -4%
CCM
692
Crew Capital Management
Ohio
$283K +$259K +898 New
SPC
693
Sigma Planning Corp
Michigan
$281K -$152K -527 -37%
CIP
694
Convergence Investment Partners
Florida
$281K +$258K +892 New
CCM
695
Coldstream Capital Management
Washington
$279K +$14.1K +49 +6%
TNB
696
TCF National Bank
South Dakota
$278K
NA
697
NewEdge Advisors
Louisiana
$277K -$86.6K -300 -25%
IC
698
IEQ Capital
California
$277K +$253K +878 New
PSB
699
Piscataqua Savings Bank
New Hampshire
$275K +$252K +872 New
AIA
700
Affinity Investment Advisors
California
$274K

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.