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Parker-Hannifin

1,419 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 194 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3011,419 (+118)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.37% (-1.4%)

Holders
1,419
Holders Change
+118
Holders Change %
+9.07%
% of All Funds
20.44%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
194
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
901
Gratus Capital
Georgia
$547K -$59.4K -117 -11%
EP
902
Edgestream Partners
New Jersey
$545K +$145K +285 +41%
Connor, Clark & Lunn Investment Management (CC&L)
903
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$542K +$79.3K +156 +19%
FIM
904
Freedom Investment Management
Connecticut
$542K +$6.61K +13 +1%
WIS
905
Wright Investors Service
Connecticut
$537K -$14.2K -28 -3%
AIC
906
Argus Investors Counsel
New York
$531K +$486K +956 New
CFA
907
CWS Financial Advisors
Michigan
$530K
SWM
908
Sugarloaf Wealth Management
Georgia
$530K +$485K +954 New
GRP
909
Global Retirement Partners
California
$529K +$21.3K +42 +5%
RT
910
Rockland Trust
Massachusetts
$528K -$142K -279 -23%
GIM
911
Groesbeck Investment Management
New Jersey
$528K
GL
912
Graypoint LLC
New York
$528K +$13.2K +26 +3%
APA
913
Astoria Portfolio Advisors
New York
$527K -$5.59K -11 -1%
RWPA
914
Richard W. Paul & Associates
Michigan
$526K -$16.3K -32 -3%
TCA
915
Transcend Capital Advisors
New Jersey
$526K -$7.62K -15 -2%
SRSA
916
S.R. Schill & Associates
Washington
$524K -$58.9K -116 -11%
PRC
917
Pearl River Capital
Michigan
$524K +$479K +942 New
UWS
918
Unique Wealth Strategies
Illinois
$521K -$320K -630 -40%
OCM
919
One Capital Management
California
$519K +$78.8K +155 +20%
CI
920
Conning Inc
Connecticut
$515K -$29.5K -58 -6%
HKIM
921
Hayek Kallen Investment Management
Alabama
$514K
BIG
922
Brooklyn Investment Group
New York
$510K -$2.54K -5 -0.5%
VVP
923
Venture Visionary Partners
Ohio
$509K -$81.3K -160 -15%
WBC
924
Westpac Banking Corp
Australia
$507K -$26.4K -52 -5%
CWP
925
Capital Wealth Planning
Florida
$507K

PH Hedge Fund Activity: Q1 2024 in Review

1,419 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 194 funds opened new PH positions and 60 closed out — a net gain of 134 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,419 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,301 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 194 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +134 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.