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Parker-Hannifin
PH

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: 1,032 → 1,082 (+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: 19 → 19 (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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$423M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$377M
3
DZ Bank
DZ Bank
Germany
+$303M
4
Invesco
Invesco
Georgia
+$240M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$239M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$301M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$231M
3
Deutsche Bank
Deutsche Bank
Germany
-$211M
4
Franklin Resources
Franklin Resources
California
-$165M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$144M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1051
Tortoise Investment Management
New York
$4.71K -$331 -1 -7%
HS
1052
Horan Securities
United States
$4.71K – – –
OLVIG
1053
Oliver Lagore Vanvalin Investment Group
Michigan
$4.71K – – –
CWP
1054
Concord Wealth Partners
Virginia
$4.37K -$1.99K -6 -32%
SWA
1055
Sutton Wealth Advisors
Florida
$4.03K -$2.32K -7 -37%
CQS
1056
Credential Qtrade Securities
$4.03K +$3.97K +12 New
SN
1057
Sittner & Nelson
Oregon
$4.03K +$3.97K +12 New
FCA
1058
FinTrust Capital Advisors
South Carolina
$3.78K – – –
IGWM
1059
ICA Group Wealth Management
Colorado
$3.7K – – –
WP
1060
WealthPLAN Partners
Nebraska
$3.7K +$3.64K +11 New
CWA
1061
Clearview Wealth Advisors
Oregon
$3.52K – – –
FCT
1062
First Community Trust
Iowa
$3.36K – – –
HWA
1063
HHM Wealth Advisors
Tennessee
$3.02K – – –
Kayne Anderson Rudnick Investment Management
1064
Kayne Anderson Rudnick Investment Management
California
$3.02K – – –
VCM
1065
Versant Capital Management
Arizona
$3.02K – – –
FRA
1066
Front Row Advisors
California
$3K +$2.65K +8 New
GWSG
1067
GPS Wealth Strategies Group
Colorado
$2.71K +$2.65K +8 New
ETC
1068
Exchange Traded Concepts
Oklahoma
$2.69K -$993 -3 -27%
AF
1069
Arrow Financial
New York
$2.69K -$662 -2 -20%
BFPW
1070
BOK Financial Private Wealth
Colorado
$2.69K +$2.65K +8 New
AFS
1071
Annapolis Financial Services
Maryland
$2.35K – – –
CCP
1072
Carmel Capital Partners
California
$2.35K +$2.32K +7 New
TFA
1073
Toth Financial Advisory
Virginia
$2.35K +$2.32K +7 New
TFGT
1074
TS Financial Group (TSFG)
Illinois
$2K – – –
NSIM
1075
North Star Investment Management
Illinois
$1.68K – – –
41 42
43
44 45

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.