Parker-Hannifin
571 hedge funds and large institutions have $14.4B invested in Parker-Hannifin in 2015 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 185 increasing their positions, 211 reducing their positions, and 54 closing their positions.
17% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 54
7.19% more ownership
Funds ownership: 77.93% → 85.12% (+7.2%)
0% more funds holding
Funds holding: 569 → 571 (+2)
7% less capital invested
Capital invested by funds: $15.5B → $14.4B (-$1.08B)
12% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 211
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
41% less call options, than puts
Call options by funds: $56.5M | Put options by funds: $96.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$365M |
| 2 |
JP Morgan Chase
New York
|
+$245M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$107M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$95.8M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$80.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$562M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$147M |
| 3 |
CIP
Cornerstone Investment Partners
Atlanta,
Georgia
|
-$126M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$104M |
| 5 |
Bank of New York Mellon
New York
|
-$85.9M |
PH Hedge Fund Activity: Q1 2015 in Review
571 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2015, worth a combined $14.4B — down 7% from $15.5B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new PH positions and 54 closed out — a net gain of 9 holders — while 185 added to existing stakes and 211 trimmed.
The largest buyer was Vulcan Value Partners, adding an estimated $365M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $562M sold.
- 571 institutional investors held Parker-Hannifin (PH) as of Q1 2015, up from 569 in Q4 2014.
- Funds reported $14.4B of Parker-Hannifin stock for Q1 2015, down 7% quarter-over-quarter.
- 63 funds opened new Parker-Hannifin positions in Q1 2015 and 54 closed out, a net change of +9 holders.
- The largest Parker-Hannifin buyer in Q1 2015 was Vulcan Value Partners, an estimated $365M added.
- The largest Parker-Hannifin seller in Q1 2015 was Americafirst Capital Management, an estimated $562M sold.
Based on aggregated 13F filings for Q1 2015.