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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
CFG
926
Cooper Financial Group
California
$504K -$15.2K -30 -3%
CWM
927
Calamos Wealth Management
Illinois
$504K -$1.52K -3 -0.3%
AB
928
Atlas Brown
Kentucky
$502K +$86.4K +170 +23%
VC
929
Veracity Capital
Georgia
$501K +$81.3K +160 +22%
BMC
930
Benin Management Corp
Connecticut
$501K +$19.8K +39 +5%
PAM
931
Paradigm Asset Management
New York
$500K -$152K -300 -25%
LSV Asset Management
932
LSV Asset Management
Illinois
$500K -$203K -400 -31%
RBC
933
Romano Brothers & Co
Illinois
$492K -$40.6K -80 -8%
DWT
934
Dorsey & Whitney Trust
South Dakota
$490K +$20.8K +41 +5%
AO
935
Advisor OS
Illinois
$488K +$172K +338 +62%
EWM
936
Endowment Wealth Management
Wisconsin
$485K -$56.4K -111 -11%
SWP
937
Strategic Wealth Partners
Ohio
$485K +$76.7K +151 +21%
LA
938
LVW Advisors
New York
$484K +$443K +871 New
KP
939
Keel Point
Alabama
$481K +$12.2K +24 +3%
DT
940
Diversified Trust
Tennessee
$481K -$1.46M -2,881 -77%
HTC
941
Haverford Trust Company
Pennsylvania
$477K -$120K -237 -22%
BSW
942
Buckingham Strategic Wealth
Missouri
$475K +$62.5K +123 +17%
FCP
943
Fidelis Capital Partners
Florida
$472K +$9.14K +18 +2%
FA
944
Financial Advisors
Massachusetts
$471K
LFA
945
Legacy Financial Advisors
Kentucky
$469K +$16.3K +32 +4%
NCM
946
Northside Capital Management
Oregon
$467K
KCM
947
KRS Capital Management
Michigan
$465K +$508 +1 +0.1%
SAA
948
Southeast Asset Advisors
Georgia
$465K
AG
949
AlTi Global
New York
$464K +$138K +271 +48%
CC
950
Chicago Capital
Illinois
$464K +$424K +834 New

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.