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Parker-Hannifin

1,419 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3021,419 (+117)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.37% (-1.4%)

Holders
1,419
Holders Change
+117
Holders Change %
+8.99%
% of All Funds
20.44%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
193
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
701
Wealth Group
North Carolina
$1.15M +$1.05M +2,062 New
PNAA
702
Pictet North America Advisors
Switzerland
$1.14M +$1.05M +2,060 New
RWM
703
Ritholtz Wealth Management
New York
$1.14M +$1.04M +2,046 New
TFS
704
Thoroughbred Financial Services
Tennessee
$1.13M -$820K -1,613 -44%
BCM
705
Brasada Capital Management
Texas
$1.11M
MMM
706
Mendel Money Management
Illinois
$1.09M +$7.11K +14 +0.7%
APP
707
Avantax Planning Partners
Iowa
$1.09M -$26.4K -52 -3%
APWM
708
Atlas Private Wealth Management
New York
$1.09M +$43.7K +86 +5%
CI Investments Inc
709
CI Investments Inc
Ontario, Canada
$1.09M +$175K +345 +21%
CAG
710
Crestwood Advisors Group
Massachusetts
$1.08M +$15.2K +30 +2%
LHC
711
Little House Capital
Massachusetts
$1.08M -$329K -647 -25%
BCM
712
Bayesian Capital Management
New York
$1.08M +$984K +1,936 New
WA
713
Wealthstar Advisors
Texas
$1.06M -$12.7K -25 -1%
MYAM
714
Meiji Yasuda Asset Management
Japan
$1.06M -$2.19M -4,312 -69%
EF
715
Empowered Funds
Pennsylvania
$1.06M -$1.71M -3,366 -64%
BWM
716
BNC Wealth Management
Oregon
$1.06M -$10.2K -20 -1%
PP
717
Prudential plc
United Kingdom
$1.06M -$1.72M -3,384 -64%
ACM
718
Advisors Capital Management
New Jersey
$1.05M +$151K +297 +19%
BWM
719
BCS Wealth Management
Tennessee
$1.05M
CPC
720
Cookson Peirce & Co
Pennsylvania
$1.05M -$737K -1,450 -43%
STA
721
Summit Trail Advisors
New York
$1.05M +$112K +220 +13%
SIA
722
Strategic Investment Advisors
Michigan
$1.04M -$78.8K -155 -8%
GT
723
Glenview Trust
Kentucky
$1.03M -$95K -187 -9%
PPWP
724
Premier Path Wealth Partners
New Jersey
$1.03M -$52.8K -104 -5%
NPFS
725
Novak & Powell Financial Services
Florida
$1.02M

PH Hedge Fund Activity: Q1 2024 in Review

1,419 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new PH positions and 60 closed out — a net gain of 133 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,419 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,302 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 193 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +133 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.