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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
CFG
901
Citizens Financial Group
Rhode Island
$196K +$193K +583 New
HDIM
902
Hanson & Doremus Investment Management
Vermont
$192K -$12.3K -37 -6%
GWM
903
Geneos Wealth Management
Colorado
$191K -$14.6K -44 -7%
EBA
904
Eagle Bay Advisors
New York
$188K -$9.6K -29 -5%
AIM
905
Acropolis Investment Management
Missouri
$187K +$331 +1 +0.2%
EWM
906
Evermay Wealth Management
Virginia
$180K +$23.8K +72 +16%
GRP
907
Global Retirement Partners
California
$178K +$149K +450 +446%
PPC
908
Park Place Capital
Alabama
$163K -$2.98K -9 -2%
PMFA
909
Plante Moran Financial Advisors
Michigan
$163K +$33.1K +100 +26%
TFA
910
Transamerica Financial Advisors
Florida
$162K
GG
911
Gleason Group
Kentucky
$162K +$662 +2 +0.4%
EWA
912
EverSource Wealth Advisors
Alabama
$154K -$21.5K -65 -12%
KI
913
Kapitalo Investimentos
Brazil
$153K +$51K +154 +51%
PI
914
PineBridge Investments
New York
$144K -$7.95K -24 -5%
PP
915
Paloma Partners
Connecticut
$142K -$60.6K -183 -30%
WTC
916
WhitTier Trust Company
Nevada
$141K
CFO
917
CVA Family Office
Colorado
$138K +$3.31K +10 +3%
AA
918
Alta Advisers
United Kingdom
$134K
PSB
919
Piscataqua Savings Bank
New Hampshire
$134K -$16.6K -50 -11%
HWA
920
Heritage Wealth Advisors
Virginia
$133K
OAM
921
Ostrum Asset Management
France
$133K +$131K +396 New
CT
922
Cambridge Trust
Massachusetts
$130K -$1.66K -5 -1%
AIM
923
Anchor Investment Management
South Carolina
$124K
ONST
924
Old North State Trust
North Carolina
$116K
CHC
925
City Holding Co
West Virginia
$107K -$11.3K -34 -10%

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.