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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
WA
801
WESPAC Advisors
California
$779K -$63K -124 -8%
KWMG
802
King Wealth Management Group
Florida
$779K +$471K +928 +196%
DWMS
803
Dominguez Wealth Management Solutions
Virginia
$778K
HNB
804
Hilltop National Bank
Wyoming
$772K +$706K +1,389 New
FMTC
805
Farmers & Merchants Trust Company
California
$769K -$2.54K -5 -0.4%
PCG
806
Prosperity Consulting Group
Maryland
$765K +$319K +627 +84%
SPC
807
Sigma Planning Corp
Michigan
$761K +$413K +813 +146%
BJL
808
Brighton Jones LLC
Washington
$761K +$29K +57 +4%
DSC
809
Duncker Streett & Co
Missouri
$759K
MCCP
810
Mission Creek Capital Partners
California
$759K -$45.7K -90 -6%
BP
811
Ballentine Partners
Massachusetts
$758K +$87.9K +173 +15%
CI
812
Cigna Investments
Connecticut
$755K -$4.57K -9 -0.7%
AA
813
Apriem Advisors
California
$754K
Walleye Trading
814
Walleye Trading
New York
$753K -$2.38M -4,681 -78%
SIA
815
Schechter Investment Advisors
Michigan
$752K +$48.8K +96 +8%
HFAS
816
Hummer Financial Advisory Services
Illinois
$750K
LC
817
Lindbrook Capital
California
$748K +$7.11K +14 +1%
SFI
818
Siemens Fonds Invest
Germany
$744K -$27.9K -55 -4%
N
819
Natixis
France
$740K -$3.04M -5,985 -82%
EW
820
Evoke Wealth
California
$739K +$676K +1,330 New
SW
821
SVB Wealth
Massachusetts
$738K -$35.6K -70 -5%
GI
822
GAMMA Investing
California
$733K +$71.1K +140 +12%
NAM
823
NTV Asset Management
West Virginia
$731K +$254K +500 +61%
SIC
824
Sterling Investment Counsel
New York
$726K +$47.3K +93 +8%
MLA
825
My Legacy Advisors
Oregon
$726K +$81.3K +160 +14%

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.