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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
AT
1026
American Trust
Kentucky
$361K +$10.2K +20 +3%
AA
1027
ALPS Advisors
Colorado
$360K -$69.6K -137 -17%
HA
1028
Harfst & Associates
Wyoming
$360K -$8.13K -16 -2%
ZB
1029
Zions Bancorporation
Utah
$354K -$5.59K -11 -2%
MC
1030
Maverick Capital
Texas
$354K +$324K +637 New
TCOTS
1031
Trust Company of the South
North Carolina
$353K -$67.1K -132 -17%
TIA
1032
Tiemann Investment Advisors
California
$353K
OTL
1033
Oak Thistle LLC
New York
$353K -$1.13M -2,226 -78%
RZH
1034
Relyea Zuckerberg Hanson
Connecticut
$352K +$3.56K +7 +1%
NG
1035
Norden Group
Utah
$350K +$320K +630 New
WAM
1036
Wakefield Asset Management
Colorado
$348K -$5.59K -11 -2%
SWM
1037
Spire Wealth Management
Virginia
$347K -$9.14K -18 -3%
SPW
1038
Sonoma Private Wealth
California
$346K -$22.4K -44 -7%
TPW
1039
TL Private Wealth
Texas
$345K
1SB
1040
1ST Source Bank
Indiana
$345K
SMA
1041
Sage Mountain Advisors
Georgia
$344K -$25.4K -50 -7%
LFAS
1042
Level Four Advisory Services
Texas
$343K
DWM
1043
Drive Wealth Management
Utah
$343K +$25.9K +51 +9%
CW
1044
CreativeOne Wealth
Kansas
$342K +$313K +616 New
PA
1045
PFG Advisors
Arizona
$342K +$31.5K +62 +11%
CCG
1046
Catalina Capital Group
California
$341K +$312K +614 New
AWCI
1047
Alpine Woods Capital Investors
New York
$341K
FMII
1048
Farmers & Merchants Investments Inc
Nebraska
$337K
AFG
1049
Atomi Financial Group
New York
$336K +$45.7K +90 +17%
BIM
1050
Baldwin Investment Management
Pennsylvania
$335K -$25.4K -50 -8%

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.