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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
AHL
1201
Abel Hall LLC
Louisiana
$213K +$195K +384 New
RA
1202
Riverstone Advisors
Texas
$213K +$195K +383 New
KLC
1203
Knowledge Leaders Capital
Colorado
$212K -$363K -714 -65%
GC
1204
Grimes & Company
Massachusetts
$212K +$194K +381 New
AC
1205
Allstate Corporation
Illinois
$212K +$194K +381 New
EWA
1206
EverSource Wealth Advisors
Alabama
$211K -$20.3K -40 -9%
TWM
1207
Trinity Wealth Management
Pennsylvania
$211K +$193K +380 New
CP
1208
Canopy Partners
Ohio
$211K +$193K +379 New
MIM
1209
MTM Investment Management
South Carolina
$210K +$192K +378 New
BSHC
1210
Breed's Hill Capital
Massachusetts
$209K -$55.9K -110 -23%
SWS
1211
SYSTM Wealth Solutions
Illinois
$209K +$24.9K +49 +15%
IF
1212
Intrua Financial
Texas
$208K +$191K +375 New
MP
1213
McDonald Partners
Ohio
$208K +$191K +375 New
VCP
1214
Vista Capital Partners
Oregon
$208K +$191K +375 New
AC
1215
Abbrea Capital
California
$208K +$190K +374 New
PFG
1216
Prosperity Financial Group
California
$206K +$188K +370 New
DAS
1217
Diversify Advisory Services
Utah
$203K +$187K +369 New
CFSG
1218
Clark Financial Services Group
Missouri
$202K +$184K +363 New
AWA
1219
Aaron Wealth Advisors
Illinois
$202K +$184K +363 New
SAF
1220
Smith Anglin Financial
Texas
$201K +$183K +361 New
WE
1221
Wealth Effects
Massachusetts
$201K +$183K +361 New
GFP
1222
Gryphon Financial Partners
Ohio
$200K +$183K +360 New
BOH
1223
Bank of Hawaii
Hawaii
$200K +$183K +360 New
BGC
1224
Beutel, Goodman & Co
Ontario, Canada
$197K -$128M -251,313 -100%
T. Rowe Price Investment Management
1225
T. Rowe Price Investment Management
Maryland
$197K +$49.3K +97 +38%

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.