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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
AG
726
Ascent Group
Virginia
$388K +$382K +1,153 New
SW
727
SVB Wealth
Massachusetts
$386K -$23.8K -72 -6%
LSPW
728
Lake Street Private Wealth
Illinois
$386K +$57.6K +174 +18%
VIA
729
Vident Investment Advisory
Georgia
$384K -$9.9M -29,898 -96%
PWPS
730
Pinnacle Wealth Planning Services
Ohio
$384K +$993 +3 +0.3%
SW
731
SlateStone Wealth
Florida
$384K +$379K +1,143 New
IAS
732
Insigneo Advisory Services
Florida
$384K -$127K -382 -25%
DTL
733
Dynamic Technology Lab
Singapore
$381K +$375K +1,133 New
IAIM
734
Industrial Alliance Investment Management
Quebec, Canada
$380K +$374K +1,130 New
RIA
735
Regal Investment Advisors
Michigan
$380K -$21.2K -64 -5%
VVP
736
Venture Visionary Partners
Ohio
$378K -$9.6K -29 -3%
SAM
737
Seelaus Asset Management
New Jersey
$377K +$384K +1,160 New
RT
738
Rockland Trust
Massachusetts
$375K
TNAM
739
Terra Nova Asset Management
New York
$373K
CA
740
Continuum Advisory
Idaho
$373K +$368K +1,111 New
ONB
741
Old National Bancorp
Indiana
$369K -$30.1K -91 -8%
ACM
742
Advance Capital Management
Michigan
$366K
CI
743
Conning Inc
Connecticut
$365K -$3.31K -10 -0.9%
SCM
744
Shelton Capital Management
Colorado
$363K +$89.1K +269 +33%
FC
745
Fulcrum Capital
Washington
$361K -$172K -520 -33%
RWPA
746
Richard W. Paul & Associates
Michigan
$361K +$5.3K +16 +2%
FIM
747
Freedom Investment Management
Connecticut
$361K +$356K +1,074 New
BPCE
748
Bank Pictet & Cie (Europe)
Germany
$360K +$355K +1,071 New
TCA
749
Transcend Capital Advisors
New Jersey
$359K +$17.6K +53 +5%
First Manhattan
750
First Manhattan
New York
$357K +$226K +681 +178%

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.