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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
GFWA
951
Grey Fox Wealth Advisors
Delaware
$18.6K +$18.3K +64 New
PCTC
952
Perkins Coie Trust Company
Washington
$18.3K
MCM
953
MV Capital Management
Maryland
$17.5K -$859 -3 -5%
GM
954
GeoWealth Management
Illinois
$17K -$2.29K -8 -13%
SC
955
Solstein Capital
California
$16.9K
CFB
956
Cullen/Frost Bankers
Texas
$16K
SBL
957
Sargent Bickham Lagudis
Colorado
$15.7K +$8.01K +28 +108%
WWM
958
Wolff Wiese Magana
California
$15.1K -$9.73K -34 -40%
FMP
959
Financial Management Professionals
Texas
$15K
BBHC
960
Brown Brothers Harriman & Co
New York
$14.6K -$28.3K -99 -66%
IWP
961
IAG Wealth Partners
Wisconsin
$14.6K
IRC
962
Investors Research Corp
Georgia
$14.6K
PWMG
963
Prestige Wealth Management Group
New Jersey
$14.3K +$4.58K +16 +48%
CJL
964
Cyrus J. Lawrence
New York
$14K
MDCM
965
Morgan Dempsey Capital Management
Wisconsin
$13.7K
CFFP
966
Center for Financial Planning
Michigan
$13.4K
DCP
967
Distillate Capital Partners
Illinois
$11.3K -$7.57M -26,441 -100%
CAC
968
Core Alternative Capital
Georgia
$10.8K
JFGIW
969
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.8K -$7.16K -25 -40%
1832 Asset Management
970
1832 Asset Management
Ontario, Canada
$10.5K +$10.3K +36 New
MIM
971
Macroview Investment Management
Maryland
$10.5K +$10.3K +36 New
BA
972
Bellwether Advisors
Nebraska
$10.2K -$286 -1 -3%
AWM
973
Accel Wealth Management
Iowa
$10.2K
CPG
974
Cornerstone Planning Group
New Jersey
$9.83K +$9.45K +33 New
DWA
975
Delos Wealth Advisors
Texas
$9.6K

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.