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Parker-Hannifin

643 hedge funds and large institutions have $15.2B invested in Parker-Hannifin in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 189 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 47

16% more capital invested

Capital invested by funds: $13.2B → $15.2B (+$2.06B)

7% more funds holding

Funds holding: 602643 (+41)

1.88% more ownership

Funds ownership: 80.31%82.19% (+1.9%)

22% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 243

24% less call options, than puts

Call options by funds: $83.6M | Put options by funds: $110M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
643
Holders Change
+41
Holders Change %
+6.81%
% of All Funds
16.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
96
Increased
189
Reduced
243
Closed
47
Calls
$83.6M
Puts
$110M
Net Calls
-$26.6M
Net Calls Change
-$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
51
Cornerstone Investment Partners
Georgia
$59.8M -$596K -4,481 -1%
Sumitomo Mitsui Trust Group
52
Sumitomo Mitsui Trust Group
Japan
$59.5M -$664K -4,992 -1%
Charles Schwab
53
Charles Schwab
California
$58.9M +$1.18M +8,842 +2%
Skandinaviska Enskilda Banken (SEB)
54
Skandinaviska Enskilda Banken (SEB)
Sweden
$58.2M -$2.31M -17,363 -4%
RCAMU
55
Rothschild & Co Asset Management US
Connecticut
$57.9M +$35.2M +264,334 +177%
JHIU
56
Janus Henderson Investors US
Colorado
$55.4M +$29.8M +224,192 +131%
UBS AM
57
UBS AM
Illinois
$53.5M +$711K +5,348 +1%
Korea Investment Corp
58
Korea Investment Corp
South Korea
$53.1M +$6.72M +50,558 +15%
Swiss National Bank
59
Swiss National Bank
Switzerland
$52.2M +$13.3K +100 +0%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$51.6M -$1.65M -12,400 -3%
GLA
61
Great Lakes Advisors
Illinois
$50.4M -$30.5M -229,397 -39%
PI
62
PGGM Investments
Netherlands
$50.1M -$1.14M -8,546 -2%
SAM
63
Scopus Asset Management
New York
$48.2M -$4.79M -36,000 -9%
Stifel Financial
64
Stifel Financial
Missouri
$48.1M +$1.86M +14,003 +4%
Morgan Stanley
65
Morgan Stanley
New York
$46.6M -$12.6M -94,512 -22%
BIM
66
BlackRock Investment Management
Delaware
$46.5M +$1.44M +10,793 +3%
PPA
67
Parametric Portfolio Associates
Washington
$44.2M -$1.48M -11,096 -3%
BlackRock
68
BlackRock
New York
$42M -$1.27M -9,515 -3%
DAC
69
Dividend Assets Capital
South Carolina
$41.9M -$10.2M -76,382 -20%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$41.6M +$199K +1,500 +0.5%
OSAM
71
O'Shaughnessy Asset Management
Connecticut
$40.7M -$50.5M -379,791 -57%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$40.1M -$971K -7,300 -2%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$39.8M -$2.01M -15,111 -5%
Lord, Abbett & Co
74
Lord, Abbett & Co
New Jersey
$38.8M +$36.9M +277,436 New
SC
75
Saturna Capital
Washington
$38.6M

PH Hedge Fund Activity: Q4 2016 in Review

643 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2016, worth a combined $15.2B — up 16% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PH positions and 47 closed out — a net gain of 49 holders — while 189 added to existing stakes and 243 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $576M. The largest seller was Bank of America, cutting an estimated $381M.

  • 643 institutional investors held Parker-Hannifin (PH) as of Q4 2016, up from 602 in Q3 2016.
  • Funds reported $15.2B of Parker-Hannifin stock for Q4 2016, up 16% quarter-over-quarter.
  • 96 funds opened new Parker-Hannifin positions in Q4 2016 and 47 closed out, a net change of +49 holders.
  • The largest Parker-Hannifin buyer in Q4 2016 was Jennison Associates, an estimated $576M added.
  • The largest Parker-Hannifin seller in Q4 2016 was Bank of America, an estimated $381M sold.

Based on aggregated 13F filings for Q4 2016.