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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
HR
751
Hardy Reed
Mississippi
$355K
RSWM
752
Robertson Stephens Wealth Management
California
$354K +$348K +1,052 New
MAM
753
Morse Asset Management
Connecticut
$353K +$348K +1,050 New
VCM
754
Vigilant Capital Management
Maine
$352K -$14.2K -43 -4%
PBC
755
Pavion Blue Capital
California
$349K
LMKC
756
L.M. Kohn & Company
Ohio
$348K
DAS
757
Dynamic Advisor Solutions
Arizona
$346K +$90.4K +273 +36%
SIC
758
Sterling Investment Counsel
New York
$346K +$30.1K +91 +10%
SIA
759
Schechter Investment Advisors
Michigan
$345K -$20.2K -61 -6%
MWM
760
Meridian Wealth Management
Kentucky
$345K +$12.6K +38 +4%
GB
761
Goepper Burkhardt
South Carolina
$344K
MA
762
MCF Advisors
Kentucky
$343K
SAM
763
S.A. Mason
Michigan
$342K
FCB
764
First County Bank
Connecticut
$342K -$2.98K -9 -0.9%
ACM
765
Armbruster Capital Management
New York
$340K -$9.94K -30 -3%
NCM
766
Next Capital Management
New York
$336K
ICG
767
InterOcean Capital Group
Tennessee
$335K -$33.1K -100 -9%
STA
768
Summit Trail Advisors
New York
$334K +$330K +995 New
AT
769
American Trust
Kentucky
$334K +$329K +994 New
SCM
770
Stevens Capital Management
Pennsylvania
$333K -$156K -472 -32%
DWM
771
Dakota Wealth Management
Florida
$333K +$62.3K +188 +23%
VFA
772
Valeo Financial Advisors
Indiana
$332K +$327K +987 New
CWM
773
Calamos Wealth Management
Illinois
$331K +$326K +985 New
RIL
774
Rothschild Investment LLC
Illinois
$331K -$6.29K -19 -2%
AWM
775
Axxcess Wealth Management
California
$331K +$88.8K +268 +37%

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.