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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
CW
901
Channel Wealth
California
$240K -$7.11K -21 -3%
Skandinaviska Enskilda Banken (SEB)
902
Skandinaviska Enskilda Banken (SEB)
Sweden
$239K -$432K -1,277 -68%
FMN
903
Financial Management Network
California
$239K +$207K +611 New
RA
904
RFG Advisory
Alabama
$239K -$22K -65 -10%
LI
905
LVZ Inc
Michigan
$238K
FI
906
Financial Insights
Washington
$237K -$213K -628 -51%
FMII
907
Farmers & Merchants Investments Inc
Nebraska
$236K
RWA
908
Ropes Wealth Advisors
Massachusetts
$236K -$3.38K -10 -2%
SMA
909
Sage Mountain Advisors
Georgia
$236K +$2.71K +8 +1%
ANBT
910
American National Bank & Trust
Texas
$235K
SL
911
Sentry LLC
Tennessee
$234K
ZIC
912
ZWJ Investment Counsel
Georgia
$234K
CFG
913
Cooper Financial Group
California
$234K +$338 +1 +0.2%
CAS
914
CTC Alternative Strategies
Illinois
$234K +$203K +600 New
NFA
915
Northern Financial Advisors
Michigan
$234K -$45.3K -134 -18%
GWM
916
Geneos Wealth Management
Colorado
$233K +$10.2K +30 +5%
GC
917
Gilbert & Cook
Iowa
$232K -$90.4K -267 -31%
BC
918
Brookfield Corp
Ontario, Canada
$232K -$10.1M -29,837 -98%
BL
919
Balentine LLC
Georgia
$232K +$201K +595 New
NP
920
Nilsine Partners
Colorado
$232K +$201K +595 New
AC
921
ASB Consultores
Florida
$231K -$2.03K -6 -1%
HI
922
Harbour Investments
Wisconsin
$230K +$338 +1 +0.2%
MMA
923
Miracle Mile Advisors
California
$229K +$199K +588 New
FL
924
Fort LP
Maryland
$229K -$49.4K -146 -20%
MPWT
925
MassMutual Private Wealth & Trust
Connecticut
$229K -$8.12K -24 -4%

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.