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Parker-Hannifin

724 hedge funds and large institutions have $17.9B invested in Parker-Hannifin in 2019 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 226 increasing their positions, 270 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 69

3% more funds holding

Funds holding: 701724 (+23)

1.82% more ownership

Funds ownership: 81.02%82.85% (+1.8%)

2% more call options, than puts

Call options by funds: $73.5M | Put options by funds: $71.7M

1% more capital invested

Capital invested by funds: $17.8B → $17.9B (+$101M)

16% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 270

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
724
Holders Change
+23
Holders Change %
+3.28%
% of All Funds
15.73%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
98
Increased
226
Reduced
270
Closed
69
Calls
$73.5M
Puts
$71.7M
Net Calls
+$1.79M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
701
Bartlett & Co
Ohio
$4K +$3.97K +23 New
BCWM
702
Bartlett & Co Wealth Management
Ohio
$3.91K +$3.97K +23 New
TWA
703
TCI Wealth Advisors
Arizona
$3K -$517 -3 -17%
BWM
704
Baystate Wealth Management
Massachusetts
$3K
CFA
705
Camarda Financial Advisors
Florida
$3K
WAS
706
Winch Advisory Services
Wisconsin
$3K +$3.28K +19 New
EWA
707
Evolution Wealth Advisors
Florida
$3K +$3.45K +20 New
SWA
708
Sutton Wealth Advisors
Florida
$2.04K
AIM
709
Advantage Investment Management
Iowa
$2K
BEI
710
Benjamin Edwards Inc
Missouri
$2K +$2.24K +13 New
NIM
711
NuWave Investment Management
New Jersey
$1K -$194K -1,122 -100%
RA
712
Rational Advisors
New York
$1K -$55K -319 -98%
AWM
713
Avior Wealth Management
Nebraska
$1K -$17.6K -102 -95%
FPFS
714
First Personal Financial Services
North Carolina
$1K -$2.76K -16 -73%
CFA
715
Carroll Financial Associates
North Carolina
$1K -$2.42K -14 -67%
GTAM
716
Global Trust Asset Management
Florida
$1K
TI
717
Truehand Inc
New Hampshire
$1K
BL
718
Balentine LLC
Georgia
$1K +$1.03K +6 New
BBHC
719
Brown Brothers Harriman & Co
New York
$1K +$1.21K +7 New
FCH
720
Freestone Capital Holdings
Washington
$945 +$959K +5,561 New
SQA
721
Simon Quick Advisors
New Jersey
$850 +$862 +5 New
W
722
WealthStone
Ohio
$680 +$690 +4 New
CT
723
Chicago Trust
Illinois
$460
SI
724
Scout Investments
Missouri
-$33.8M -196,761 Closed
CTA
725
Carillon Tower Advisers
Florida
-$22.9M -133,375 Closed

PH Hedge Fund Activity: Q2 2019 in Review

724 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2019, worth a combined $17.9B — up 0.57% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new PH positions and 69 closed out — a net gain of 29 holders — while 226 added to existing stakes and 270 trimmed.

The largest buyer was Nuveen, adding an estimated $366M. The largest seller was Vulcan Value Partners, cutting an estimated $158M.

  • 724 institutional investors held Parker-Hannifin (PH) as of Q2 2019, up from 701 in Q1 2019.
  • Funds reported $17.9B of Parker-Hannifin stock for Q2 2019, up 0.57% quarter-over-quarter.
  • 98 funds opened new Parker-Hannifin positions in Q2 2019 and 69 closed out, a net change of +29 holders.
  • The largest Parker-Hannifin buyer in Q2 2019 was Nuveen, an estimated $366M added.
  • The largest Parker-Hannifin seller in Q2 2019 was Vulcan Value Partners, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2019.