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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
IIA
1126
Integral Investment Advisors
California
$265K +$241K +474 New
CP
1127
CenterBook Partners
Connecticut
$263K +$241K +474 New
MWM
1128
Maltin Wealth Management
New Jersey
$263K
SWM
1129
Silverlake Wealth Management
Vermont
$262K -$55.4K -109 -19%
FOA
1130
Five Oceans Advisors
California
$262K
EFA
1131
Evernest Financial Advisors
Indiana
$260K +$247K +487 New
CA
1132
Commerzbank Aktiengesellschaft
Germany
$259K +$237K +466 New
FI
1133
Financial Insights
Washington
$259K
FMN
1134
Financial Management Network
California
$258K
KA
1135
Kovack Advisors
Florida
$258K +$236K +464 New
Empower Advisory Group
1136
Empower Advisory Group
Colorado
$257K +$235K +462 New
WTB
1137
Washington Trust Bank
Washington
$256K -$236K -465 -50%
LSA
1138
Leonteq Securities AG
Switzerland
$256K -$8.64K -17 -4%
ACP
1139
Aveo Capital Partners
Colorado
$254K +$241K +474 New
GCP
1140
GSA Capital Partners
United Kingdom
$254K -$29.5K -58 -11%
MMPW
1141
Mitchell McLeod Pugh & Williams
Alabama
$253K -$12.7K -25 -5%
TWD
1142
True Wealth Design
Ohio
$253K +$1.02K +2 +0.4%
CAM
1143
Claret Asset Management
Quebec, Canada
$252K -$14.2K -28 -6%
CCFM
1144
Clear Creek Financial Management
Washington
$252K +$230K +453 New
SCP
1145
Sivia Capital Partners
California
$252K
CAM
1146
Cidel Asset Management
Ontario, Canada
$252K -$11.7K -23 -5%
RW
1147
REDW Wealth
New Mexico
$250K
MA
1148
MONECO Advisors
Connecticut
$250K +$228K +449 New
CPIG
1149
Chicago Partners Investment Group
Illinois
$249K +$230K +452 New
FBFS
1150
First Business Financial Services
Wisconsin
$247K

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.