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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
AWM
701
Avior Wealth Management
Nebraska
$268K -$12.1K -42 -5%
BIM
702
Baldwin Investment Management
Pennsylvania
$268K
BPA
703
Beacon Pointe Advisors
California
$268K +$247K +855 New
AAM
704
Auxier Asset Management
Oregon
$267K -$43.3K -150 -15%
PFA
705
Pinnacle Family Advisors
Missouri
$267K
NCM
706
Northside Capital Management
Oregon
$265K
SAA
707
Southeast Asset Advisors
Georgia
$264K
BCM
708
Brookstone Capital Management
Illinois
$263K +$15K +52 +7%
SIM
709
SSI Investment Management
California
$260K
CG
710
Caprock Group
Idaho
$258K +$10.4K +36 +5%
RA
711
RFG Advisory
Alabama
$256K -$117K -405 -33%
PI
712
PFS Investments
Georgia
$254K +$232K +804 New
Verition Fund Management
713
Verition Fund Management
Connecticut
$251K -$253K -876 -52%
LCM
714
Leisure Capital Management
California
$251K
ICP
715
Interchange Capital Partners
Pennsylvania
$249K -$102K -353 -33%
WCM Investment Management
716
WCM Investment Management
California
$249K +$227K +788 New
SWM
717
SeaCrest Wealth Management
New York
$245K -$17.6K -61 -7%
EWA
718
EP Wealth Advisors
California
$244K +$223K +773 New
BAIA
719
Bel Air Investment Advisors
California
$244K +$223K +774 New
DT
720
Diversified Trust
Tennessee
$242K -$34.9K -121 -14%
RIL
721
Rothschild Investment LLC
Illinois
$240K +$2.89K +10 +1%
MFA
722
Mayflower Financial Advisors
Massachusetts
$239K -$3.46K -12 -2%
WS
723
Wedbush Securities
California
$238K +$1.73K +6 +0.8%
NB
724
Northwest Bancshares
Pennsylvania
$237K -$13K -45 -6%
GA
725
Gateway Advisory
New Jersey
$237K +$217K +752 New

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.