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Parker-Hannifin

1,140 hedge funds and large institutions have $41.8B invested in Parker-Hannifin in 2023 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 403 increasing their positions, 407 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 65

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

27% more call options, than puts

Call options by funds: $222M | Put options by funds: $175M

16% more capital invested

Capital invested by funds: $36B → $41.8B (+$5.82B)

5% more funds holding

Funds holding: 1,0821,140 (+58)

0.18% more ownership

Funds ownership: 83.54%83.72% (+0.18%)

1% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 407

Holders
1,140
Holders Change
+58
Holders Change %
+5.36%
% of All Funds
17.9%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.49%
New
124
Increased
403
Reduced
407
Closed
65
Calls
$222M
Puts
$175M
Net Calls
+$47.7M
Net Calls Change
+$34.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
1001
ORG Partners
Indiana
$83K +$72.1K +213 New
WPWM
1002
Western Pacific Wealth Management
Illinois
$82.7K
BHWM
1003
Bay Harbor Wealth Management
Maryland
$82.3K -$5.41K -16 -7%
AAG
1004
Armstrong Advisory Group
Massachusetts
$81.1K
CCA
1005
Column Capital Advisors
Indiana
$80.3K
RI
1006
Ridgewood Investments
New Jersey
$79.5K
GEA
1007
Glen Eagle Advisors
New Jersey
$79.2K -$4.4K -13 -6%
CSWM
1008
Cassady Schiller Wealth Management
Ohio
$78K
CNBTD
1009
Citizens National Bank Trust Department
Mississippi
$78K
CBT
1010
CoreFirst Bank & Trust
Kansas
$78K
SWA
1011
SOA Wealth Advisors
New York
$77.2K
CTA
1012
Colonial Trust Advisors
South Carolina
$69.6K -$3.38K -10 -5%
DMBA
1013
Deseret Mutual Benefit Administrators
Utah
$69.4K -$6.43K -19 -10%
HFM
1014
Harvest Fund Management
China
$69K +$10.5K +31 +21%
FP
1015
Financial Perspectives
Minnesota
$68.3K
HT
1016
Headlands Technologies
Illinois
$66.7K +$57.9K +171 New
SSG
1017
Summit Securities Group
New York
$66K -$27.4K -81 -32%
PAG
1018
Paladin Advisory Group
Iowa
$65.9K
CAL
1019
Capital Advisors Ltd
Ohio
$63K +$1.01K +3 +2%
MAWCM
1020
Mine & Arao Wealth Creation & Management
California
$60.1K
BCMLT
1021
Beacon Capital Management LLC (Tennessee)
Tennessee
$58.9K
PB
1022
Pinnacle Bancorp
Nebraska
$58.5K
SSB
1023
Sandy Spring Bank
Maryland
$58.1K -$22.7K -67 -31%
GCM
1024
Gables Capital Management
Florida
$58.1K
LS
1025
Livforsakringsbolaget Skandia
Sweden
$56.9K

PH Hedge Fund Activity: Q2 2023 in Review

1,140 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2023, worth a combined $41.8B — up 16% from $36B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PH positions and 65 closed out — a net gain of 59 holders — while 403 added to existing stakes and 407 trimmed.

The largest buyer was AMF Tjänstepension, opening a new position worth an estimated $174M. The largest seller was Janus Henderson Group, cutting an estimated $190M.

  • 1,140 institutional investors held Parker-Hannifin (PH) as of Q2 2023, up from 1,082 in Q1 2023.
  • Funds reported $41.8B of Parker-Hannifin stock for Q2 2023, up 16% quarter-over-quarter.
  • 124 funds opened new Parker-Hannifin positions in Q2 2023 and 65 closed out, a net change of +59 holders.
  • The largest Parker-Hannifin buyer in Q2 2023 was AMF Tjänstepension, an estimated $174M added.
  • The largest Parker-Hannifin seller in Q2 2023 was Janus Henderson Group, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2023.