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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
CH
1001
Canton Hathaway
Rhode Island
$23K
JWA
1002
JFS Wealth Advisors
Pennsylvania
$22.2K -$1.66K -5 -7%
SC
1003
Schubert & Co
Texas
$22.2K -$993 -3 -4%
IBOK
1004
Independence Bank of Kentucky
Kentucky
$21.8K
GFPC
1005
Global Financial Private Client
Florida
$21.7K +$19.5K +59 +1,180%
NECFA
1006
New England Capital Financial Advisors
Connecticut
$21.2K
MCM
1007
MV Capital Management
Maryland
$21.2K +$993 +3 +5%
PCTC
1008
Perkins Coie Trust Company
Washington
$21.2K
SC
1009
Solstein Capital
California
$19.5K
GM
1010
GeoWealth Management
Illinois
$18K -$662 -2 -4%
FMP
1011
Financial Management Professionals
Texas
$17K
IWP
1012
IAG Wealth Partners
Wisconsin
$16.8K
IRC
1013
Investors Research Corp
Georgia
$16.8K
CB
1014
CNB Bank
Pennsylvania
$16.8K +$8.28K +25 +100%
FCA
1015
Fortis Capital Advisors
Kansas
$16.8K +$16.6K +50 New
PCFFS
1016
Pacific Center for Financial Services
California
$16.8K +$16.6K +50 New
RMC
1017
Resources Management Corp
Connecticut
$16K -$803K -2,424 -92%
CAC
1018
Core Alternative Capital
Georgia
$15.8K +$3.31K +10 +27%
WWM
1019
Wolff Wiese Magana
California
$15.8K -$1.66K -5 -10%
CFFP
1020
Center for Financial Planning
Michigan
$15.5K
GBT
1021
Grove Bank & Trust
Florida
$14.1K +$7.29K +22 +110%
MAM
1022
Magellan Asset Management
Australia
$12.8K +$12.6K +38 New
MIM
1023
Macroview Investment Management
Maryland
$12.1K
AWM
1024
Accel Wealth Management
Iowa
$11.8K
BA
1025
Bellwether Advisors
Nebraska
$11.8K

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.