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Parker-Hannifin

901 hedge funds and large institutions have $28.8B invested in Parker-Hannifin in 2020 Q4 according to their latest regulatory filings, with 162 funds opening new positions, 291 increasing their positions, 304 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 47

39% more capital invested

Capital invested by funds: $20.7B → $28.8B (+$8.1B)

14% more funds holding

Funds holding: 792901 (+109)

10% more call options, than puts

Call options by funds: $171M | Put options by funds: $155M

0.98% more ownership

Funds ownership: 79.68%80.65% (+0.98%)

4% less repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 304

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
901
Holders Change
+109
Holders Change %
+13.76%
% of All Funds
15.94%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
162
Increased
291
Reduced
304
Closed
47
Calls
$171M
Puts
$155M
Net Calls
+$16M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
776
Private Capital Group
Connecticut
$55K
BCA
777
Berman Capital Advisors
Georgia
$55K +$12.1K +49 +32%
MMG
778
Monetary Management Group
Missouri
$54K
WEC
779
Winslow Evans & Crocker
Massachusetts
$54K +$2.48K +10 +5%
SWA
780
SOA Wealth Advisors
New York
$53K +$48.3K +195 New
FCH
781
Freestone Capital Holdings
Washington
$51.5K +$1.49K +6 +3%
FFA
782
Freedman Financial Associates
Massachusetts
$51K +$46.1K +186 New
VFA
783
Valeo Financial Advisors
Indiana
$49K +$34.9K +141 +381%
KFS
784
Kelly Financial Services
Massachusetts
$48.8K
TPWA
785
TRUE Private Wealth Advisors
Oregon
$48K
RPWA
786
Regent Peak Wealth Advisors
Georgia
$48K +$43.6K +176 New
FP
787
Financial Perspectives
Minnesota
$47.7K
ONST
788
Old North State Trust
North Carolina
$46K -$25K -101 -38%
CBT
789
Central Bank & Trust
Kentucky
$45K
FPW
790
Flagship Private Wealth
Massachusetts
$42.6K +$42.1K +170 New
MAWCM
791
Mine & Arao Wealth Creation & Management
California
$42K
BCM
792
Bourgeon Capital Management
Connecticut
$41K -$37.2K -150 -50%
GCM
793
Gables Capital Management
Florida
$41K
CCA
794
Childress Capital Advisors
Texas
$41K +$37.2K +150 New
RFA
795
Reilly Financial Advisors
California
$40K -$1.98K -8 -5%
WB
796
Webster Bank
Connecticut
$40K
NFG
797
Next Financial Group
Texas
$40K +$10.7K +43 +41%
HFM
798
Harvest Fund Management
China
$40K +$36.4K +147 New
CI
799
CX Institutional
Indiana
$39K +$11.1K +45 +45%
VCG
800
Vantage Consulting Group
Virginia
$39K +$35.9K +145 New

PH Hedge Fund Activity: Q4 2020 in Review

901 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2020, worth a combined $28.8B — up 39% from $20.7B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new PH positions and 47 closed out — a net gain of 115 holders — while 291 added to existing stakes and 304 trimmed.

The largest buyer was Capital World Investors, adding an estimated $546M. The largest seller was Viking Global Investors, cutting an estimated $207M.

  • 901 institutional investors held Parker-Hannifin (PH) as of Q4 2020, up from 792 in Q3 2020.
  • Funds reported $28.8B of Parker-Hannifin stock for Q4 2020, up 39% quarter-over-quarter.
  • 162 funds opened new Parker-Hannifin positions in Q4 2020 and 47 closed out, a net change of +115 holders.
  • The largest Parker-Hannifin buyer in Q4 2020 was Capital World Investors, an estimated $546M added.
  • The largest Parker-Hannifin seller in Q4 2020 was Viking Global Investors, an estimated $207M sold.

Based on aggregated 13F filings for Q4 2020.