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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
CFD
776
Creative Financial Designs
Indiana
$847K -$167K -328 -18%
CI
777
Cavalier Investments
Georgia
$847K +$28.5K +56 +4%
CFG
778
Citizens Financial Group
Rhode Island
$845K +$485K +954 +169%
OFG
779
OmniStar Financial Group
North Carolina
$840K +$767K +1,510 New
SF
780
Symphony Financial
Texas
$839K -$49.8K -98 -6%
BCA
781
Bay Colony Advisors
Massachusetts
$838K -$11.2K -22 -1%
HIC
782
Hartline Investment Corp
Illinois
$838K +$766K +1,507 New
NFG
783
Nations Financial Group
Iowa
$834K +$21.8K +43 +3%
SCA
784
Stokes Capital Advisors
South Carolina
$834K
IAN
785
Integrated Advisors Network
Texas
$828K -$38.6K -76 -5%
IWM
786
IHT Wealth Management
Illinois
$824K -$20.8K -41 -3%
FFM
787
Forum Financial Management
Illinois
$822K +$78.8K +155 +12%
PWPS
788
Pinnacle Wealth Planning Services
Ohio
$819K +$5.08K +10 +0.7%
RIA
789
Regal Investment Advisors
Michigan
$818K +$196K +385 +35%
HR
790
Hardy Reed
Mississippi
$816K
PS
791
Portfolio Strategies
New York
$816K +$746K +1,468 New
LFA
792
Laraway Financial Advisors
Minnesota
$814K
SWM
793
Shakespeare Wealth Management
Wisconsin
$807K -$36.1K -71 -5%
AWA
794
Arkadios Wealth Advisors
Georgia
$807K -$27.4K -54 -4%
ZCM
795
Ziegler Capital Management
Illinois
$800K -$10.7K -21 -1%
PCTC
796
Perkins Coie Trust Company
Washington
$797K +$76.2K +150 +12%
CCA
797
Checchi Capital Advisers
California
$792K +$12.2K +24 +2%
SW
798
SlateStone Wealth
Florida
$792K -$4.57K -9 -0.6%
FIA
799
Foundations Investment Advisors
Arizona
$790K -$4.57K -9 -0.6%
FAIM
800
Financial Advocates Investment Management
Washington
$781K +$265K +522 +59%

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.