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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
LI
751
LMCG Investments
Massachusetts
$915K -$340K -669 -29%
IAS
752
Insigneo Advisory Services
Florida
$914K +$60K +118 +8%
VFA
753
Valeo Financial Advisors
Indiana
$904K +$17.3K +34 +2%
VEA
754
Virtus ETF Advisers
New York
$899K +$822K +1,617 New
BAM
755
Beaumont Asset Management
Texas
$886K -$750K -1,476 -48%
CG
756
Caprock Group
Idaho
$885K +$45.2K +89 +6%
NP
757
NorthRock Partners
Minnesota
$883K +$18.8K +37 +2%
RCM
758
Raleigh Capital Management
North Carolina
$882K +$43.2K +85 +6%
TSS
759
Two Sigma Securities
New York
$882K +$585K +1,152 +265%
EA
760
Ellsworth Advisors
Ohio
$879K +$812K +1,598 New
TPCW
761
TD Private Client Wealth
New York
$877K -$61K -120 -7%
BC
762
Bridgefront Capital
Texas
$876K +$801K +1,577 New
UFF
763
USA Financial Formulas
Michigan
$873K +$791K +1,556 +11,114%
GVAG
764
Great Valley Advisor Group
Delaware
$872K +$80.3K +158 +11%
BFA
765
Beaumont Financial Advisors
Massachusetts
$871K +$2.03K +4 +0.3%
EA
766
Everpar Advisors
Oklahoma
$868K -$683K -1,344 -46%
ABC
767
Associated Banc-Corp
Wisconsin
$868K
PAM
768
Palisade Asset Management
Minnesota
$864K -$5.08K -10 -0.6%
CST
769
Charles Schwab Trust
Nevada
$858K +$13.2K +26 +2%
TCOV
770
Trust Company of Vermont
Vermont
$858K +$216K +426 +38%
CT
771
Chicago Trust
Illinois
$855K +$408K +803 +109%
AIM
772
Alhambra Investment Management
Florida
$853K -$72.1K -142 -8%
LMKC
773
L.M. Kohn & Company
Ohio
$852K +$36.1K +71 +5%
PCIA
774
Prime Capital Investment Advisors
Kansas
$851K +$11.2K +22 +1%
PCS
775
Personal CFO Solutions
New Jersey
$849K +$508 +1 +0.1%

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.