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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
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$105K +$1.73K +6 +2%
JCM
777
Jacobi Capital Management
Pennsylvania
$104K
CWC
778
Carolinas Wealth Consulting
North Carolina
$102K
PCM
779
Penserra Capital Management
California
$101K +$14.7K +51 +19%
WTC
780
WhitTier Trust Company
Nevada
$95K
LF
781
Lee Financial
Texas
$93K
EI
782
Ellevest Inc
New York
$93K +$577 +2 +0.7%
IA
783
IFP Advisors
Florida
$91K -$99K -343 -54%
AWM
784
Atticus Wealth Management
Florida
$87K
MCA
785
Mercer Capital Advisers
New Jersey
$84K
AIC
786
Ameritas Investment Company
Nebraska
$84K +$76.8K +266 New
ACM
787
Allred Capital Management
Texas
$83.6K +$76.5K +265 New
FMT
788
First Mercantile Trust
Tennessee
$82K -$10.4K -36 -12%
EP
789
Eudaimonia Partners
Tennessee
$82K
PFBT
790
Parkside Financial Bank & Trust
Missouri
$77K -$39K -135 -36%
BHWM
791
Bay Harbor Wealth Management
Maryland
$75K -$6.35K -22 -8%
CBT
792
Central Bank & Trust
Kentucky
$67K +$14.4K +50 +30%
NSB
793
Norway Savings Bank
Maine
$63K -$1.73K -6 -3%
SFSIG
794
San Francisco Sentry Investment Group
California
$63K +$24.5K +85 +75%
SWA
795
SOA Wealth Advisors
New York
$62K +$1.16K +4 +2%
VFA
796
Valeo Financial Advisors
Indiana
$61K +$4.33K +15 +8%
CI
797
CX Institutional
Indiana
$60K +$12.7K +44 +30%
FFA
798
Freedman Financial Associates
Massachusetts
$59K
KFS
799
Kelly Financial Services
Massachusetts
$56.5K
CWM
800
Cranbrook Wealth Management
Michigan
$55K +$49.9K +173 New

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.