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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
DWMS
676
Dominguez Wealth Management Solutions
Virginia
$471K
CIA
677
Choate Investment Advisors
Massachusetts
$470K
SFI
678
Siemens Fonds Invest
Germany
$468K -$5.3K -16 -1%
QCG
679
Quadrant Capital Group
Ohio
$467K +$16.6K +50 +4%
FMTC
680
Farmers & Merchants Trust Company
California
$467K -$331 -1 -0.1%
JWCA
681
J.W. Cole Advisors
Florida
$466K +$9.27K +28 +2%
KWM
682
Kingsview Wealth Management
Oregon
$466K -$1.99K -6 -0.4%
PCM
683
Prelude Capital Management
New York
$462K +$214K +645 +88%
PA
684
Profund Advisors
Maryland
$460K -$18.5K -56 -4%
DSC
685
Duncker Streett & Co
Missouri
$459K
BJL
686
Brighton Jones LLC
Washington
$456K -$3.97K -12 -0.9%
HFAS
687
Hummer Financial Advisory Services
Illinois
$454K
CCA
688
Checchi Capital Advisers
California
$447K -$12.6K -38 -3%
CG
689
Caprock Group
Idaho
$444K +$60.6K +183 +16%
WPC
690
Wedmont Private Capital
Pennsylvania
$441K +$50.3K +152 +12%
MNBTD
691
Moody National Bank Trust Division
Texas
$440K
BFA
692
Beaumont Financial Advisors
Massachusetts
$438K +$3.64K +11 +0.9%
LSV Asset Management
693
LSV Asset Management
Illinois
$437K
SC
694
Scotia Capital
Ontario, Canada
$433K -$3.64K -11 -0.8%
GC
695
Gratus Capital
Georgia
$431K -$168K -507 -28%
MCC
696
Malaga Cove Capital
California
$425K +$68.2K +206 +19%
Bank Julius Baer & Co
697
Bank Julius Baer & Co
Switzerland
$425K +$71.2K +215 +20%
EWA
698
Exencial Wealth Advisors
Oklahoma
$423K -$186K -563 -31%
AA
699
Apriem Advisors
California
$422K
HTC
700
Haverford Trust Company
Pennsylvania
$421K +$69.5K +210 +20%

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.