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Parker-Hannifin

1,032 hedge funds and large institutions have $30.6B invested in Parker-Hannifin in 2022 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 356 increasing their positions, 336 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 64

90% more funds holding in top 10

Funds holding in top 10: 1019 (+9)

65% more call options, than puts

Call options by funds: $146M | Put options by funds: $88.5M

18% more capital invested

Capital invested by funds: $25.9B → $30.6B (+$4.63B)

8% more funds holding

Funds holding: 9601,032 (+72)

6% more repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 336

0.79% less ownership

Funds ownership: 83.64%82.86% (-0.79%)

Holders
1,032
Holders Change
+72
Holders Change %
+7.5%
% of All Funds
16.59%
Holding in Top 10
19
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+90%
% of All Funds
0.31%
New
157
Increased
356
Reduced
336
Closed
64
Calls
$146M
Puts
$88.5M
Net Calls
+$57.1M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
876
Zions Bancorporation
Utah
$89K -$5.72K -20 -6%
CMBA
877
C.M. Bidwell & Associates
Hawaii
$88.5K
KI
878
Kapitalo Investimentos
Brazil
$87.9K +$86.4K +302 New
CWM
879
Compass Wealth Management
Connecticut
$87.3K +$85.9K +300 New
LF
880
Lee Financial
Texas
$85.6K
Loomis, Sayles & Company
881
Loomis, Sayles & Company
Massachusetts
$83K +$81.3K +284 New
AWM
882
Atticus Wealth Management
Florida
$80K
VNA
883
Valley National Advisers
Pennsylvania
$73K +$48.4K +169 +256%
MHR
884
Matthew Hamilton Rosenberg
$69K
PFBT
885
Parkside Financial Bank & Trust
Missouri
$67.8K +$4.58K +16 +7%
BHWM
886
Bay Harbor Wealth Management
Maryland
$67K +$572 +2 +0.9%
RTC
887
Riverview Trust Company
Washington
$66K
SIC
888
Salem Investment Counselors
North Carolina
$65.2K
EI
889
Ellevest Inc
New York
$63.7K -$19.5K -68 -24%
CA
890
Crewe Advisors
Utah
$62.6K +$21.5K +75 +54%
HBW
891
Hazlett, Burt & Watson
West Virginia
$62K
CCA
892
Column Capital Advisors
Indiana
$60.8K +$859 +3 +1%
AAG
893
Armstrong Advisory Group
Massachusetts
$60.5K +$59.5K +208 New
CBT
894
CoreFirst Bank & Trust
Kansas
$58.2K
CSWM
895
Cassady Schiller Wealth Management
Ohio
$58.2K +$57.2K +200 New
CNBTD
896
Citizens National Bank Trust Department
Mississippi
$58K
SWA
897
SOA Wealth Advisors
New York
$57.4K +$286 +1 +0.5%
DMBA
898
Deseret Mutual Benefit Administrators
Utah
$57.3K -$47.8K -167 -46%
CTA
899
Colonial Trust Advisors
South Carolina
$54.8K +$53.8K +188 New
GWS
900
Glassman Wealth Services
Virginia
$54.7K -$13.7K -48 -20%

PH Hedge Fund Activity: Q4 2022 in Review

1,032 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2022, worth a combined $30.6B — up 18% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new PH positions and 64 closed out — a net gain of 93 holders — while 356 added to existing stakes and 336 trimmed.

The largest buyer was Ameriprise, adding an estimated $272M. The largest seller was Viking Global Investors, exiting entirely with an estimated $430M sold.

  • 1,032 institutional investors held Parker-Hannifin (PH) as of Q4 2022, up from 960 in Q3 2022.
  • Funds reported $30.6B of Parker-Hannifin stock for Q4 2022, up 18% quarter-over-quarter.
  • 157 funds opened new Parker-Hannifin positions in Q4 2022 and 64 closed out, a net change of +93 holders.
  • The largest Parker-Hannifin buyer in Q4 2022 was Ameriprise, an estimated $272M added.
  • The largest Parker-Hannifin seller in Q4 2022 was Viking Global Investors, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2022.