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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
BCM
726
Bourgeon Capital Management
Connecticut
$1.01M -$431K -849 -32%
IIM
727
Intact Investment Management
Quebec, Canada
$1M
SCA
728
STALEY CAPITAL ADVISERS
Pennsylvania
$996K
CBFP
729
Cedar Brook Financial Partners
Ohio
$989K -$3.56K -7 -0.4%
Capstone Investment Advisors
730
Capstone Investment Advisors
New York
$989K +$324K +638 +56%
FFA
731
First Foundation Advisors
California
$985K -$526K -1,036 -37%
PCP
732
Proficio Capital Partners
Massachusetts
$978K +$39.6K +78 +5%
KWM
733
Kingsview Wealth Management
Oregon
$976K +$29.5K +58 +3%
ICG
734
InterOcean Capital Group
Tennessee
$974K +$2.03K +4 +0.2%
NRD
735
Nebula Research & Development
New York
$970K +$887K +1,746 New
CIA
736
Choate Investment Advisors
Massachusetts
$969K -$609K -1,198 -41%
CG
737
CFO4Life Group
Texas
$959K -$69.6K -137 -7%
SIG
738
Stonegate Investment Group
Alabama
$956K -$3.56K -7 -0.4%
AAS
739
Ameritas Advisory Services
Nebraska
$956K -$176K -346 -17%
AIA
740
Angeles Investment Advisors
California
$952K
AWM
741
Avior Wealth Management
Nebraska
$950K +$487K +958 +127%
PI
742
PFG Investments
New York
$947K +$415K +817 +92%
SIM
743
Sentry Investment Management
Wisconsin
$940K
NL
744
NVWM LLC
Pennsylvania
$939K +$49.8K +98 +6%
FWIA
745
Fort Washington Investment Advisors
Ohio
$939K -$25.9K -51 -3%
WA
746
WBH Advisory
Maryland
$933K -$12.7K -25 -1%
BRWA
747
B. Riley Wealth Advisors
Florida
$930K -$40.6K -80 -3%
PA
748
Pinnacle Associates
New York
$929K -$1.02K -2 -0.1%
CIC
749
Chase Investment Counsel
Virginia
$927K
QCG
750
Quadrant Capital Group
Ohio
$916K +$12.7K +25 +2%

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.