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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
AAG
951
Armstrong Advisory Group
Massachusetts
$69.9K
CCA
952
Column Capital Advisors
Indiana
$69.2K -$993 -3 -1%
RI
953
Ridgewood Investments
New Jersey
$68.5K +$67.6K +204 New
BBHC
954
Brown Brothers Harriman & Co
New York
$68.2K +$50.7K +153 +306%
CSWM
955
Cassady Schiller Wealth Management
Ohio
$67.2K
CNBTD
956
Citizens National Bank Trust Department
Mississippi
$67.2K
CBT
957
CoreFirst Bank & Trust
Kansas
$67.2K
SWA
958
SOA Wealth Advisors
New York
$66.4K +$331 +1 +0.5%
DMBA
959
Deseret Mutual Benefit Administrators
Utah
$66.2K
GWS
960
Glassman Wealth Services
Virginia
$66.2K +$2.98K +9 +5%
RFA
961
Resurgent Financial Advisors
Georgia
$66.2K +$65.2K +197 New
CTA
962
Colonial Trust Advisors
South Carolina
$63.3K
FP
963
Financial Perspectives
Minnesota
$58.9K
CT
964
Colonial Trust
South Carolina
$57.8K +$9.6K +29 +20%
PAG
965
Paladin Advisory Group
Iowa
$56.8K +$56K +169 New
CAL
966
Capital Advisors Ltd
Ohio
$53K
MAWCM
967
Mine & Arao Wealth Creation & Management
California
$51.8K
BCMLT
968
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.8K
CFB
969
Cullen/Frost Bankers
Texas
$50.8K +$31.8K +96 +175%
BCM
970
Bourgeon Capital Management
Connecticut
$50.4K
PB
971
Pinnacle Bancorp
Nebraska
$50.4K +$23.8K +72 +92%
GCM
972
Gables Capital Management
Florida
$50.1K
MWC
973
MBM Wealth Consultants
Missouri
$50K
LS
974
Livforsakringsbolaget Skandia
Sweden
$49.1K
WB
975
Webster Bank
Connecticut
$49.1K

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.