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Parker-Hannifin
PH

544 hedge funds and large institutions have $11B invested in Parker-Hannifin in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 229 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

0% more funds holding

Funds holding: 543 → 544 (+1)

4.27% less ownership

Funds ownership: 88.07% → 83.8% (-4.3%)

7% less capital invested

Capital invested by funds: $11.8B → $11B (-$802M)

32% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 229

56% less call options, than puts

Call options by funds: $32.9M | Put options by funds: $74.2M

Holders
544
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
14.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
58
Increased
155
Reduced
229
Closed
47
Calls
$32.9M
Puts
$74.2M
Net Calls
-$41.3M
Net Calls Change
+$34.6M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$46.2M
2
Pzena Investment Management
Pzena Investment Management
New York
+$32.9M
3
Harris Associates
Harris Associates
Illinois
+$32.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$24.9M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$24.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$202M
2
Bank of America
Bank of America
North Carolina
-$109M
3
Axa
Axa
France
-$92.2M
4
Boston Partners
Boston Partners
Massachusetts
-$71.3M
5
Lazard Asset Management
Lazard Asset Management
New York
-$67.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
101
Teachers Advisors
New York
$14.2M +$210K +2,077 +1%
PHAM
102
Pacific Heights Asset Management
California
$13.1M -$2.53M -25,000 -16%
FHAM
103
Folger Hill Asset Management
New York
$13M +$13.6M +134,377 New
HSBC Holdings
104
HSBC Holdings
United Kingdom
$13M +$462K +4,560 +4%
FPCG
105
Fort Pitt Capital Group
Pennsylvania
$12.9M -$144K -1,418 -1%
KCM
106
Kornitzer Capital Management
Kansas
$12.7M +$2.16M +21,300 +19%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$11M -$124K -1,224 -1%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$10M +$6.56M +64,740 +167%
Credit Agricole
109
Credit Agricole
France
$9.85M +$289K +2,857 +3%
USAA
110
United Services Automobile Association
Texas
$9.64M -$184K -1,820 -2%
BC
111
Burney Company
Virginia
$9.38M -$4.56M -44,992 -32%
FWIA
112
Fort Washington Investment Advisors
Ohio
$9.37M – – –
UBS Group
113
UBS Group
Switzerland
$9.2M +$564K +5,568 +6%
ACI
114
AMP Capital Investors
Australia
$9.05M -$1.19M -11,714 -11%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$8.94M +$412K +4,068 +5%
Federated Hermes
116
Federated Hermes
Pennsylvania
$8.61M +$8.58M +84,734 +2,104%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$8.57M -$430K -4,243 -5%
BCIM
118
British Columbia Investment Management
British Columbia, Canada
$8.4M -$593K -5,850 -6%
PAM
119
Panagora Asset Management
Massachusetts
$8.31M -$726K -7,164 -8%
EVM
120
Eaton Vance Management
Massachusetts
$8.22M +$32.9K +325 +0.4%
CHAM
121
Clear Harbor Asset Management
Connecticut
$8.03M -$488K -4,817 -5%
National Pension Service
122
National Pension Service
South Korea
$8.02M +$555K +5,482 +7%
US Bancorp
123
US Bancorp
Minnesota
$7.9M -$1.51M -14,878 -15%
Aviva
124
Aviva
United Kingdom
$7.59M +$860K +8,492 +12%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$7.55M +$7.14M +70,447 +949%
3 4
5
6 7

PH Hedge Fund Activity: Q4 2015 in Review

544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2015, worth a combined $11B — down 6.8% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PH positions and 47 closed out — a net gain of 11 holders — while 155 added to existing stakes and 229 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $46.2M. The largest seller was Capital World Investors, cutting an estimated $202M.

  • 544 institutional investors held Parker-Hannifin (PH) as of Q4 2015, up from 543 in Q3 2015.
  • Funds reported $11B of Parker-Hannifin stock for Q4 2015, down 6.8% quarter-over-quarter.
  • 58 funds opened new Parker-Hannifin positions in Q4 2015 and 47 closed out, a net change of +11 holders.
  • The largest Parker-Hannifin buyer in Q4 2015 was Vulcan Value Partners, an estimated $46.2M added.
  • The largest Parker-Hannifin seller in Q4 2015 was Capital World Investors, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2015.