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Parker-Hannifin

1,418 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 193 | 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: 1,3011,418 (+117)

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%82.36% (-1.4%)

Holders
1,418
Holders Change
+117
Holders Change %
+8.99%
% of All Funds
20.43%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
193
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
FHA
1101
Flagship Harbor Advisors
Massachusetts
$290K -$15.8K -31 -6%
BCP
1102
Blue Chip Partners
Michigan
$289K +$508 +1 +0.2%
WCA
1103
Westover Capital Advisors
Delaware
$284K -$1.52K -3 -0.6%
TA
1104
TFB Advisors
Kansas
$284K +$266K +523 New
SC
1105
Saturna Capital
Washington
$283K +$5.08K +10 +2%
KFS
1106
Keynote Financial Services
Connecticut
$283K +$259K +510 New
TWM
1107
Trueblood Wealth Management
Ohio
$282K +$258K +508 New
MCM
1108
Monument Capital Management
Virginia
$282K
BFG
1109
Berger Financial Group
Minnesota
$281K -$1.52K -3 -0.6%
MSWM
1110
McGlone Suttner Wealth Management
Wisconsin
$280K +$40.6K +80 +19%
FA
1111
Fermata Advisors
California
$280K +$256K +503 New
MWM
1112
Maripau Wealth Management
Indiana
$279K +$4.57K +9 +2%
DIM
1113
Delta Investment Management
California
$278K
MA
1114
Mutual Advisors
Nebraska
$278K +$27.4K +54 +12%
RC
1115
RBF Capital
California
$278K
WIC
1116
Wilkins Investment Counsel
Massachusetts
$278K +$254K +500 New
MIS
1117
Morningstar Investment Services
Illinois
$277K -$118K -233 -32%
SIA
1118
Soltis Investment Advisors
Utah
$276K +$13.7K +27 +6%
JCM
1119
Jacobi Capital Management
Pennsylvania
$273K -$508 -1 -0.2%
LFG
1120
Lockerman Financial Group
California
$273K +$250K +492 New
Wolverine Trading
1121
Wolverine Trading
Illinois
$272K -$36.6K -72 -13%
GG
1122
Gleason Group
Kentucky
$271K +$508 +1 +0.2%
CFP
1123
Cascade Financial Partners
California
$266K +$245K +483 New
ACP
1124
Aviance Capital Partners
Florida
$266K
TPI
1125
Trust Point Inc
Wisconsin
$265K +$16.8K +33 +7%

PH Hedge Fund Activity: Q1 2024 in Review

1,418 of the 6,942 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: 193 funds opened new PH positions and 60 closed out — a net gain of 133 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.

  • 1,418 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.
  • 193 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +133 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.