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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
FP
901
Financial Perspectives
Minnesota
$51K
AF
902
Allworth Financial
California
$47.4K +$20K +70 +75%
CAL
903
Capital Advisors Ltd
Ohio
$46K +$572 +2 +1%
BEI
904
Benjamin Edwards Inc
Missouri
$46K +$9.73K +34 +27%
MAWCM
905
Mine & Arao Wealth Creation & Management
California
$44.8K
MWC
906
MBM Wealth Consultants
Missouri
$44K
BCMLT
907
Beacon Capital Management LLC (Tennessee)
Tennessee
$43.9K +$6.58K +23 +18%
CA
908
CoreCap Advisors
Michigan
$43.9K +$43.2K +151 New
BCM
909
Bourgeon Capital Management
Connecticut
$43.6K
GCM
910
Gables Capital Management
Florida
$43.4K
CSB
911
City State Bank
Iowa
$43K
HFM
912
Harvest Fund Management
China
$43K
MCC
913
Money Concepts Capital
Florida
$42.5K +$27.2K +95 +186%
LS
914
Livforsakringsbolaget Skandia
Sweden
$42.5K
WB
915
Webster Bank
Connecticut
$42K
CT
916
Colonial Trust
South Carolina
$41.6K +$40.9K +143 New
AWM
917
Accurate Wealth Management
Florida
$41.6K +$38.4K +134 New
CAS
918
Coppell Advisory Solutions
Texas
$40.7K +$40.1K +140 New
CASC
919
Coppell Advisory Solutions Corp
Texas
$40.7K +$40.1K +140 New
DF
920
DecisionPoint Financial
Arizona
$39.3K +$38.6K +135 New
MTIC
921
Missouri Trust & Investment Company
Missouri
$39K
BWA
922
BDO Wealth Advisors
Florida
$39K +$9.45K +33 +33%
POIA
923
Pin Oak Investment Advisors
Texas
$38K +$6.01K +21 +19%
AWM
924
Align Wealth Management
Oklahoma
$37.6K +$44.4K +155 New
SCM
925
Silvant Capital Management
Georgia
$37K

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.