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Parker-Hannifin

1,082 hedge funds and large institutions have $36B invested in Parker-Hannifin in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 375 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $30.6B → $36B (+$5.41B)

5% more funds holding

Funds holding: 1,0321,082 (+50)

7% more call options, than puts

Call options by funds: $185M | Put options by funds: $173M

3% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 375

0.69% more ownership

Funds ownership: 82.86%83.54% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
1,082
Holders Change
+50
Holders Change %
+4.84%
% of All Funds
17.24%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
130
Increased
387
Reduced
375
Closed
61
Calls
$185M
Puts
$173M
Net Calls
+$12.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
876
Colony Group
Massachusetts
$220K +$217K +656 New
AP
877
Arlington Partners
Alabama
$220K +$184K +555 +561%
BIM
878
Baldwin Investment Management
Pennsylvania
$219K -$15.6K -47 -7%
FCBT
879
First Citizens Bank & Trust
North Carolina
$218K -$246K -744 -53%
SPC
880
Sigma Planning Corp
Michigan
$216K +$213K +642 New
CAL
881
Capital Analysts LLC
Pennsylvania
$215K +$331 +1 +0.2%
CW
882
Channel Wealth
California
$214K +$211K +636 New
TIA
883
Tiemann Investment Advisors
California
$213K +$210K +635 New
EF
884
Empowered Funds
Pennsylvania
$213K +$210K +634 New
MCA
885
Magnolia Capital Advisors
Mississippi
$207K +$204K +617 New
RWA
886
Ropes Wealth Advisors
Massachusetts
$207K +$204K +615 New
SAG
887
SageView Advisory Group
California
$206K +$203K +612 New
MPWT
888
MassMutual Private Wealth & Trust
Connecticut
$205K +$22.2K +67 +12%
VC
889
Veracity Capital
Georgia
$205K +$202K +610 New
LI
890
LVZ Inc
Michigan
$205K +$202K +609 New
FMII
891
Farmers & Merchants Investments Inc
Nebraska
$204K -$1.32K -4 -0.7%
ANBT
892
American National Bank & Trust
Texas
$202K -$199K -600 -50%
SL
893
Sentry LLC
Tennessee
$202K +$199K +600 New
ZIC
894
ZWJ Investment Counsel
Georgia
$202K +$199K +600 New
CFG
895
Cooper Financial Group
California
$201K +$198K +599 New
WTA
896
Washington Trust Advisors
Massachusetts
$201K +$35.4K +107 +22%
AC
897
ASB Consultores
Florida
$201K -$448K -1,353 -69%
SMA
898
Sage Mountain Advisors
Georgia
$201K +$198K +597 New
OMC
899
Old Mission Capital
Illinois
$200K +$197K +596 New
HI
900
Harbour Investments
Wisconsin
$198K -$45.7K -138 -19%

PH Hedge Fund Activity: Q1 2023 in Review

1,082 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2023, worth a combined $36B — up 18% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PH positions and 61 closed out — a net gain of 69 holders — while 387 added to existing stakes and 375 trimmed.

The largest buyer was Bank of America, adding an estimated $423M. The largest seller was JP Morgan Chase, cutting an estimated $301M.

  • 1,082 institutional investors held Parker-Hannifin (PH) as of Q1 2023, up from 1,032 in Q4 2022.
  • Funds reported $36B of Parker-Hannifin stock for Q1 2023, up 18% quarter-over-quarter.
  • 130 funds opened new Parker-Hannifin positions in Q1 2023 and 61 closed out, a net change of +69 holders.
  • The largest Parker-Hannifin buyer in Q1 2023 was Bank of America, an estimated $423M added.
  • The largest Parker-Hannifin seller in Q1 2023 was JP Morgan Chase, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2023.