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Parker-Hannifin

1,140 hedge funds and large institutions have $41.8B invested in Parker-Hannifin in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 403 increasing their positions, 407 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 65

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

27% more call options, than puts

Call options by funds: $222M | Put options by funds: $175M

16% more capital invested

Capital invested by funds: $36B → $41.8B (+$5.82B)

5% more funds holding

Funds holding: 1,0821,140 (+58)

0.18% more ownership

Funds ownership: 83.54%83.72% (+0.18%)

1% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 407

Holders
1,140
Holders Change
+58
Holders Change %
+5.36%
% of All Funds
17.9%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.49%
New
124
Increased
403
Reduced
407
Closed
65
Calls
$222M
Puts
$175M
Net Calls
+$47.7M
Net Calls Change
+$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
876
Wagner Wealth Management (South Carolina)
South Carolina
$263K -$20.3K -60 -8%
CSPAM
877
Cary Street Partners Asset Management
Virginia
$263K
NB
878
Northwest Bancshares
Pennsylvania
$263K
LCC
879
Lincoln Capital Corp
Rhode Island
$262K
FCBT
880
First Citizens Bank & Trust
North Carolina
$261K +$7.11K +21 +3%
SPC
881
Sigma Planning Corp
Michigan
$261K +$9.14K +27 +4%
CAL
882
Capital Analysts LLC
Pennsylvania
$261K +$10.2K +30 +5%
LFAS
883
Level Four Advisory Services
Texas
$259K -$102K -300 -31%
VC
884
Veracity Capital
Georgia
$259K +$18.3K +54 +9%
DIA
885
Dean Investment Associates
Ohio
$259K -$11.2K -33 -5%
HA
886
Harfst & Associates
Wyoming
$259K -$404K -1,194 -64%
APA
887
Astoria Portfolio Advisors
New York
$258K -$14.6K -43 -6%
CWP
888
CFM Wealth Partners
Texas
$258K
BIM
889
Baldwin Investment Management
Pennsylvania
$255K
SNBOSD
890
Security National Bank of So Dak
Iowa
$254K +$220K +650 New
FM
891
Foster & Motley
Ohio
$253K -$13.9K -41 -6%
LFA
892
Legacy Financial Advisors
Kentucky
$253K +$219K +648 New
WTA
893
Washington Trust Advisors
Massachusetts
$253K +$17.3K +51 +9%
MLA
894
My Legacy Advisors
Oregon
$251K +$213K +629 New
HIC
895
Holderness Investments Company
North Carolina
$250K +$217K +642 New
TIA
896
Tiemann Investment Advisors
California
$248K
Capstone Investment Advisors
897
Capstone Investment Advisors
New York
$247K +$215K +634 New
IWC
898
Integrated Wealth Concepts
Massachusetts
$246K +$214K +631 New
TPW
899
TL Private Wealth
Texas
$241K -$624K -1,845 -75%
MCA
900
Magnolia Capital Advisors
Mississippi
$241K

PH Hedge Fund Activity: Q2 2023 in Review

1,140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2023, worth a combined $41.8B — up 16% from $36B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PH positions and 65 closed out — a net gain of 59 holders — while 403 added to existing stakes and 407 trimmed.

The largest buyer was AMF Tjänstepension, opening a new position worth an estimated $174M. The largest seller was Janus Henderson Group, cutting an estimated $190M.

  • 1,140 institutional investors held Parker-Hannifin (PH) as of Q2 2023, up from 1,082 in Q1 2023.
  • Funds reported $41.8B of Parker-Hannifin stock for Q2 2023, up 16% quarter-over-quarter.
  • 124 funds opened new Parker-Hannifin positions in Q2 2023 and 65 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q2 2023 was AMF Tjänstepension, an estimated $174M added.
  • The largest Parker-Hannifin seller in Q2 2023 was Janus Henderson Group, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2023.