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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
FPW
801
Flagship Private Wealth
Massachusetts
$54.4K
ONST
802
Old North State Trust
North Carolina
$53K
NFG
803
Next Financial Group
Texas
$53K +$5.77K +20 +13%
OIA
804
Optimum Investment Advisors
Illinois
$53K +$21.7K +75 +81%
RFA
805
Reilly Financial Advisors
California
$51K +$4.33K +15 +10%
SFS
806
Sowell Financial Services
Arkansas
$51K +$15.9K +55 +52%
MAWCM
807
Mine & Arao Wealth Creation & Management
California
$49K
BCM
808
Bourgeon Capital Management
Connecticut
$47K
GCM
809
Gables Capital Management
Florida
$47K
HFM
810
Harvest Fund Management
China
$46K
WB
811
Webster Bank
Connecticut
$46K
GWS
812
Glassman Wealth Services
Virginia
$45K +$12.4K +43 +43%
ZB
813
Zions Bancorporation
Utah
$45K +$29.4K +102 +255%
IBOK
814
Independence Bank of Kentucky
Kentucky
$44K -$67.8K -235 -63%
ME
815
McIlrath & Eck
Washington
$43K +$2.02K +7 +5%
CFO
816
CVA Family Office
Colorado
$43K +$39K +135 New
LC
817
Lindbrook Capital
California
$41K +$7.22K +25 +24%
SCM
818
Silvant Capital Management
Georgia
$40K
BFC
819
Bedel Financial Consulting
Indiana
$40K +$2.6K +9 +8%
SIM
820
Sonora Investment Management
Arizona
$39K -$81.4K -282 -69%
AWA
821
Arkadios Wealth Advisors
Georgia
$38K
LAS
822
Lloyd Advisory Services
Georgia
$37K -$2.6K -9 -7%
GAM
823
Gemmer Asset Management
California
$35K
RTC
824
Riverview Trust Company
Washington
$35K
POIA
825
Pin Oak Investment Advisors
Texas
$34K

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.