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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
AC
976
ASB Consultores
Florida
$415K +$379K +746 New
VA
977
Verdad Advisers
Massachusetts
$415K +$379K +746 New
BWM
978
Baron Wealth Management
Michigan
$411K -$1.52K -3 -0.4%
PWMAG
979
Pinnacle Wealth Management Advisory Group
New Jersey
$411K +$4.57K +9 +1%
6F
980
626 Financial
Michigan
$407K
PIA
981
Pinion Investment Advisors
Kansas
$406K +$40.1K +79 +12%
TYCC
982
Texas Yale Capital Corp
Florida
$406K
MWM
983
Mission Wealth Management
California
$405K +$370K +729 New
1WA
984
180 Wealth Advisors
Washington
$402K +$368K +724 New
RG
985
Renaissance Group
Kentucky
$400K -$4.07K -8 -1%
ADL
986
Asset Dedication LLC
California
$400K
SWA
987
Stratos Wealth Advisors
Ohio
$398K -$78.2K -154 -18%
PCM
988
Presidio Capital Management
California
$398K -$136K -268 -27%
IGAM
989
iA Global Asset Management
Quebec, Canada
$397K -$83.8K -165 -19%
HH
990
Hilltop Holdings
Texas
$395K -$10.7K -21 -3%
FC
991
Fulcrum Capital
Washington
$394K -$150K -295 -29%
MMA
992
Miracle Mile Advisors
California
$394K +$26.4K +52 +8%
FCB
993
First County Bank
Connecticut
$392K +$508 +1 +0.1%
HFM
994
Harvest Fund Management
China
$392K +$254K +499 +240%
MCP
995
Mirador Capital Partners
California
$391K -$9.65K -19 -3%
AIA
996
Affinity Investment Advisors
California
$391K -$25.4K -50 -7%
MFA
997
Mayflower Financial Advisors
Massachusetts
$390K +$4.07K +8 +1%
LWA
998
Ledgewood Wealth Advisors
New Hampshire
$389K
NL
999
NWAM LLC
Washington
$384K -$80.8K -159 -19%
BTWM
1000
Baker Tilly Wealth Management
Wisconsin
$381K -$4.07K -8 -1%

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.