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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
WANY
851
Wealthspire Advisors (New York)
New York
$645K -$34K -67 -5%
MWM
852
Mosley Wealth Management
California
$638K
AAP
853
Arax Advisory Partners
Colorado
$636K -$11.7K -23 -2%
CS
854
Cannell & Spears
New York
$636K
BTI
855
Blue Trust Inc
Georgia
$636K +$244K +481 +73%
FG
856
Fairman Group
Pennsylvania
$635K
CIC
857
Chilton Investment Company
Connecticut
$635K +$324K +637 +126%
Jones Financial Companies
858
Jones Financial Companies
Missouri
$631K +$209K +411 +57%
LSPW
859
Lake Street Private Wealth
Illinois
$629K +$1.02K +2 +0.2%
SWM
860
SeaCrest Wealth Management
New York
$629K +$2.03K +4 +0.4%
ACIM
861
Azimuth Capital Investment Management
Michigan
$628K +$51.3K +101 +10%
VCP
862
Verus Capital Partners
Arizona
$627K +$115K +226 +25%
CGL
863
Clarius Group LLC
Washington
$626K -$67.1K -132 -10%
FPAS
864
Focus Partners Advisor Solutions
Missouri
$624K +$570K +1,122 New
VFA
865
Voya Financial Advisors
Connecticut
$623K -$16.8K -33 -3%
GSC
866
Grey Street Capital
Illinois
$622K +$569K +1,119 New
IWC
867
Integrated Wealth Concepts
Massachusetts
$620K +$134K +264 +31%
TNAM
868
Terra Nova Asset Management
New York
$619K
AI
869
AXS Investments
New York
$611K -$102K -200 -15%
MWM
870
Meridian Wealth Management
Kentucky
$610K +$4.07K +8 +0.7%
XT
871
XTX Topco
Cayman Islands
$609K -$30.5K -60 -5%
BAM
872
Berkshire Asset Management
Pennsylvania
$607K +$84.8K +167 +18%
ACM
873
Advance Capital Management
Michigan
$605K -$1.02K -2 -0.2%
QI
874
Qtron Investments
Massachusetts
$604K -$71.6K -141 -11%
SC
875
Syon Capital
California
$603K -$523K -1,029 -49%

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.