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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
C
1176
CEDRUS
Colorado
$227K -$23.4K -46 -10%
TIA
1177
Trust Investment Advisors
Indiana
$227K +$208K +409 New
RGC
1178
Roberts, Glore & Co
Illinois
$227K +$208K +409 New
KA
1179
Klingman & Associates
New York
$226K +$207K +407 New
AF
1180
Allworth Financial
California
$226K +$18.8K +37 +10%
EWM
1181
Evermay Wealth Management
Virginia
$226K -$70.6K -139 -26%
CFO
1182
CVA Family Office
Colorado
$226K +$508 +1 +0.2%
AA
1183
Auxano Advisors
Washington
$223K +$204K +402 New
PCH
1184
PGIM Custom Harvest
New Jersey
$223K +$204K +401 New
NFSG
1185
Newbridge Financial Services Group
Florida
$222K +$170K +334 +506%
AA
1186
Alta Advisers
United Kingdom
$222K
JWCA
1187
J.W. Coons Advisors
Ohio
$222K +$203K +400 New
PHS
1188
Pekin Hardy Strauss
Illinois
$222K +$203K +400 New
SPC
1189
Spirepoint Private Client
Florida
$222K +$203K +400 New
OAM
1190
Ostrum Asset Management
France
$221K
FTUS
1191
Flow Traders U.S.
New York
$221K +$202K +398 New
CAI
1192
Capital Advisors Inc
Oklahoma
$221K +$202K +397 New
CPW
1193
Crestmont Private Wealth
Texas
$220K +$201K +396 New
BBW
1194
Blue Barn Wealth
Utah
$220K +$201K +395 New
MAM
1195
Meeder Asset Management
Ohio
$218K +$200K +393 New
PMFA
1196
Plante Moran Financial Advisors
Michigan
$218K +$2.03K +4 +1%
LA
1197
Legacy Advisors
Pennsylvania
$218K +$199K +392 New
AA
1198
Aire Advisors
California
$217K +$198K +390 New
JWM
1199
Jupiter Wealth Management
Colorado
$216K +$198K +390 New
PCM
1200
Prelude Capital Management
New York
$216K -$199K -391 -50%

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.