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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
PCM
776
Presidio Capital Management
California
$331K +$88.8K +268 +37%
SP
777
Successful Portfolios
Florida
$330K -$27.5K -83 -8%
LFAS
778
Level Four Advisory Services
Texas
$324K +$6.95K +21 +2%
BMC
779
Benin Management Corp
Connecticut
$323K
BP
780
Ballentine Partners
Massachusetts
$322K +$33.4K +101 +12%
GAM
781
Gotham Asset Management
New York
$322K +$12.6K +38 +4%
FAIM
782
Financial Advocates Investment Management
Washington
$321K +$85.4K +258 +37%
IFG
783
Independent Financial Group
California
$320K +$316K +953 New
CFA
784
CWS Financial Advisors
Michigan
$320K -$13.6K -41 -4%
GIM
785
Groesbeck Investment Management
New Jersey
$319K
EWM
786
Endowment Wealth Management
Wisconsin
$319K -$3.64K -11 -1%
BAM
787
Brave Asset Management
New Jersey
$319K
RB
788
Renasant Bank
Mississippi
$318K +$2.65K +8 +0.9%
ZB
789
Zions Bancorporation
Utah
$315K +$209K +631 +206%
FWM
790
FFT Wealth Management
Pennsylvania
$314K +$5.96K +18 +2%
D
791
Diversified
Delaware
$312K +$662 +2 +0.2%
WS
792
Wedbush Securities
California
$312K +$18.5K +56 +6%
CC
793
Courier Capital
New York
$312K
HKIM
794
Hayek Kallen Investment Management
Alabama
$311K
CCM
795
Crew Capital Management
Ohio
$307K
CWP
796
Capital Wealth Planning
Florida
$307K
CBT
797
Central Bank & Trust
Kentucky
$305K +$134K +405 +81%
SRSA
798
S.R. Schill & Associates
Washington
$304K +$299K +903 New
ClearBridge Investments
799
ClearBridge Investments
New York
$303K -$1.23M -3,709 -80%
WANY
800
Wealthspire Advisors (New York)
New York
$302K -$89.1K -269 -23%

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.