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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
IWM
701
IHT Wealth Management
Illinois
$417K +$3.64K +11 +0.9%
SS
702
Sunbelt Securities
Texas
$417K +$14.2K +43 +4%
FI
703
Financial Insights
Washington
$415K -$238K -718 -37%
DWP
704
Daymark Wealth Partners
Ohio
$413K +$11.9K +36 +3%
KWS
705
Keystone Wealth Services
California
$411K +$8.61K +26 +2%
BOH
706
Bank of Hawaii
Hawaii
$411K +$32.5K +98 +9%
MYAM
707
Meiji Yasuda Asset Management
Japan
$411K -$13.2K -40 -3%
TFP
708
Tilia Fiduciary Partners
North Carolina
$410K +$96.4K +291 +31%
ZCM
709
Ziegler Capital Management
Illinois
$410K +$404K +1,219 New
Empower Advisory Group
710
Empower Advisory Group
Colorado
$409K +$399K +1,206 New
GVAG
711
Great Valley Advisor Group
Delaware
$409K -$1.66K -5 -0.4%
WA
712
Wealth Alliance
New York
$408K -$16.2K -49 -4%
AAP
713
Arax Advisory Partners
Colorado
$407K +$17.9K +54 +5%
FIA
714
Foundations Investment Advisors
Arizona
$404K +$2.98K +9 +0.8%
CSS
715
Cubist Systematic Strategies
Connecticut
$403K -$5.04M -15,230 -93%
WMC
716
Westwood Management Corporation
Illinois
$403K
Simplex Trading
717
Simplex Trading
Illinois
$403K +$398K +1,201 New
FBB
718
Fulton Breakefield Broenniman
Maryland
$403K +$993 +3 +0.3%
LC
719
Lindbrook Capital
California
$402K +$66.2K +200 +20%
AWA
720
Arkadios Wealth Advisors
Georgia
$400K +$394K +1,190 New
CFG
721
Carr Financial Group
Massachusetts
$394K
HF
722
HRT Financial
New York
$393K +$388K +1,172 New
CS
723
Cannell & Spears
New York
$392K
1W
724
1776 Wealth
Georgia
$392K
BC
725
Bridgefront Capital
Texas
$392K +$386K +1,166 New

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.