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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
NPF
1001
Norris Perne & French
Michigan
$381K -$56.4K -111 -14%
TBC
1002
Ted Buchan & Co
California
$381K
OWMIAS
1003
One Wealth Management Investment & Advisory Services
Florida
$379K -$31.5K -62 -8%
PFS
1004
Prospera Financial Services
Texas
$378K +$17.8K +35 +5%
SB
1005
Strategic Blueprint
Georgia
$377K +$5.08K +10 +1%
WWMSC
1006
Wagner Wealth Management (South Carolina)
South Carolina
$376K +$1.02K +2 +0.3%
DC
1007
Diametric Capital
Massachusetts
$376K -$435K -857 -56%
CSPAM
1008
Cary Street Partners Asset Management
Virginia
$375K
AL
1009
Aspiriant LLC
California
$373K -$13.7K -27 -4%
SW
1010
SteelPeak Wealth
California
$373K -$2.54K -5 -0.7%
LCC
1011
Lincoln Capital Corp
Rhode Island
$373K
CAL
1012
Capital Analysts LLC
Pennsylvania
$373K +$508 +1 +0.1%
GCM
1013
Graham Capital Management
Connecticut
$373K -$929K -1,829 -73%
MPWT
1014
MassMutual Private Wealth & Trust
Connecticut
$373K -$11.7K -23 -3%
ECM
1015
Evergreen Capital Management
Washington
$372K +$7.62K +15 +2%
TCOT
1016
Trust Company of Toledo
Ohio
$371K -$11.2K -22 -3%
PWM
1017
Perigon Wealth Management
California
$370K +$66.6K +131 +24%
BWP
1018
Balboa Wealth Partners
Arizona
$370K +$338K +666 New
WOC
1019
West Oak Capital
California
$370K +$338K +665 New
FMLI
1020
Fukoku Mutual Life Insurance
Japan
$366K -$143K -281 -30%
KWM
1021
Kolinsky Wealth Management
New Jersey
$362K -$2.54K -5 -0.8%
HI
1022
Harbour Investments
Wisconsin
$362K +$47.3K +93 +17%
MFIM
1023
Mesirow Financial Investment Management
Illinois
$362K +$331K +651 New
SNBOSD
1024
Security National Bank of So Dak
Iowa
$361K
AT
1025
Arlington Trust
Alabama
$361K -$4.57K -9 -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.