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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
SPG
826
Strategic Planning Group
Utah
$717K +$78.2K +154 +14%
SWM
827
Shelton Wealth Management
Texas
$717K +$200K +394 +44%
DP
828
Dearborn Partners
Illinois
$716K
FLPIM
829
F.L. Putnam Investment Management
Massachusetts
$715K -$48.8K -96 -7%
C
830
Certuity
Florida
$706K -$174K -343 -21%
ST
831
Smithfield Trust
Pennsylvania
$706K +$4.07K +8 +0.6%
PA
832
PFW Advisors
Georgia
$704K +$644K +1,267 New
APIM
833
Agate Pass Investment Management
Washington
$704K -$11.7K -23 -2%
S
834
Sunpointe
Missouri
$700K -$50.8K -100 -7%
RIL
835
Rothschild Investment LLC
Illinois
$698K -$32.5K -64 -5%
ERIC
836
Eagle Rock Investment Company
Georgia
$697K +$2.03K +4 +0.3%
GWMR
837
GC Wealth Management RIA
Massachusetts
$694K -$55.9K -110 -8%
First Manhattan
838
First Manhattan
New York
$691K +$93K +183 +17%
CC
839
Cipher Capital
New York
$690K +$185K +365 +42%
KWS
840
Keystone Wealth Services
California
$689K +$1.52K +3 +0.2%
CA
841
Continuum Advisory
Idaho
$687K -$271K -534 -30%
SS
842
Sunbelt Securities
Texas
$672K +$8.13K +16 +1%
WQ
843
Wealth Quarterback
New Jersey
$671K -$27.9K -55 -4%
CL
844
Choreo LLC
Illinois
$670K +$343K +676 +128%
FBB
845
Fulton Breakefield Broenniman
Maryland
$664K
MCC
846
Malaga Cove Capital
California
$660K -$34.5K -68 -5%
MFS
847
Mirabella Financial Services
United Kingdom
$658K -$8.46M -16,642 -93%
CFG
848
Carr Financial Group
Massachusetts
$652K
BB
849
Bell Bank
North Dakota
$651K +$595K +1,171 New
WS
850
Wedbush Securities
California
$648K +$136K +268 +30%

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.