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Parker-Hannifin

925 hedge funds and large institutions have $33B invested in Parker-Hannifin in 2021 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 335 increasing their positions, 302 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

36% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 87

15% more capital invested

Capital invested by funds: $28.8B → $33B (+$4.27B)

11% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 302

3% more funds holding

Funds holding: 901925 (+24)

0.63% more ownership

Funds ownership: 80.65%81.28% (+0.63%)

9% less call options, than puts

Call options by funds: $97.6M | Put options by funds: $108M

Holders
925
Holders Change
+24
Holders Change %
+2.66%
% of All Funds
16.24%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
118
Increased
335
Reduced
302
Closed
87
Calls
$97.6M
Puts
$108M
Net Calls
-$9.97M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
APWM
751
Atlas Private Wealth Management
New York
$205K +$31.2K +108 +20%
SCM
752
Salem Capital Management
Massachusetts
$205K +$188K +650 New
ZF
753
Zhang Financial
Michigan
$203K -$128K -445 -41%
CS
754
Comerica Securities
Michigan
$203K +$185K +642 New
MCA
755
Magnolia Capital Advisors
Mississippi
$203K +$186K +643 New
Parallax Volatility Advisers
756
Parallax Volatility Advisers
California
$202K -$6.64M -23,011 -97%
PMFA
757
Plante Moran Financial Advisors
Michigan
$191K -$54.6K -189 -24%
WT
758
Washington Trust
Rhode Island
$188K
SWP
759
ShoreHaven Wealth Partners
New Jersey
$187K +$25.7K +89 +18%
HDIM
760
Hanson & Doremus Investment Management
Vermont
$180K +$4.33K +15 +3%
FP
761
Financial Perspectives
Minnesota
$175K +$15.9M +55,098 +31,485%
AIM
762
Acropolis Investment Management
Missouri
$171K
SAM
763
S.A. Mason
Michigan
$164K
TFS
764
TrustCore Financial Services
Tennessee
$158K +$14.4K +50 +11%
GG
765
Gleason Group
Kentucky
$147K +$577 +2 +0.4%
HIA
766
Harbor Investment Advisory
Maryland
$143K -$34.6K -120 -21%
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$136K +$118K +410 +1,952%
S
768
Seeyond
France
$128K -$199K -690 -63%
AIM
769
Anchor Investment Management
South Carolina
$122K +$5.2K +18 +5%
SIS
770
Sound Income Strategies
Florida
$121K
PVH
771
Psagot Value Holdings
Israel
$114K -$284K -984 -73%
O
772
Ossiam
France
$113K +$103K +358 New
CHC
773
City Holding Co
West Virginia
$111K
BCA
774
Berman Capital Advisors
Georgia
$110K +$42.7K +148 +73%
Carson Wealth (CWM LLC)
775
Carson Wealth (CWM LLC)
Nebraska
$106K

PH Hedge Fund Activity: Q1 2021 in Review

925 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2021, worth a combined $33B — up 15% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new PH positions and 87 closed out — a net gain of 31 holders — while 335 added to existing stakes and 302 trimmed.

The largest buyer was Bank of America, adding an estimated $896M. The largest seller was T. Rowe Price Associates, cutting an estimated $832M.

  • 925 institutional investors held Parker-Hannifin (PH) as of Q1 2021, up from 901 in Q4 2020.
  • Funds reported $33B of Parker-Hannifin stock for Q1 2021, up 15% quarter-over-quarter.
  • 118 funds opened new Parker-Hannifin positions in Q1 2021 and 87 closed out, a net change of +31 holders.
  • The largest Parker-Hannifin buyer in Q1 2021 was Bank of America, an estimated $896M added.
  • The largest Parker-Hannifin seller in Q1 2021 was T. Rowe Price Associates, an estimated $832M sold.

Based on aggregated 13F filings for Q1 2021.