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Parker-Hannifin

662 hedge funds and large institutions have $18.8B invested in Parker-Hannifin in 2017 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 218 increasing their positions, 262 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $17.4B → $18.8B (+$1.34B)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

1% less funds holding

Funds holding: 666662 (-4)

1.42% less ownership

Funds ownership: 82.04%80.62% (-1.4%)

17% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 262

73% less call options, than puts

Call options by funds: $62.2M | Put options by funds: $227M

Holders
662
Holders Change
-4
Holders Change %
-0.6%
% of All Funds
16.5%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
54
Increased
218
Reduced
262
Closed
48
Calls
$62.2M
Puts
$227M
Net Calls
-$165M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
101
Luther King Capital Management (LKCM)
Texas
$26.4M
BAPIM
102
British Airways Pensions Investment Management
United Kingdom
$26.3M +$24.6M +150,064 New
Citigroup
103
Citigroup
New York
$24.8M +$7.44M +45,334 +47%
National Pension Service
104
National Pension Service
South Korea
$23.6M +$897K +5,463 +4%
VRS
105
Virginia Retirement Systems
Virginia
$23.2M
NIPH
106
NN Investment Partners Holdings
Netherlands
$23M -$24.8M -151,171 -54%
FPCG
107
Fort Pitt Capital Group
Pennsylvania
$22.6M -$60.4K -368 -0.3%
Aberdeen Group
108
Aberdeen Group
United Kingdom
$22.4M +$21M +127,781 New
Schroder Investment Management Group
109
Schroder Investment Management Group
United Kingdom
$21.8M -$5.69M -34,655 -22%
SBH
110
Segall Bryant & Hamill
Illinois
$21.6M -$830K -5,056 -4%
RS
111
Robeco Schweiz
Switzerland
$21.1M +$4.66M +28,355 +31%
Credit Agricole
112
Credit Agricole
France
$21M +$1.11M +6,761 +6%
State of Tennessee, Department of Treasury
113
State of Tennessee, Department of Treasury
Tennessee
$21M +$2.87M +17,460 +17%
PI
114
Putnam Investments
Massachusetts
$20.8M +$394K +2,401 +2%
MG
115
Markel Group
Virginia
$20.8M +$1.64M +10,000 +9%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$20.4M +$221K +1,347 +1%
WCM
117
Wedge Capital Management
North Carolina
$19.9M -$6.12M -37,292 -25%
SI
118
Scout Investments
Missouri
$19.1M +$217K +1,324 +1%
PHAM
119
Pacific Heights Asset Management
California
$18.7M
ADEF
120
Adams Diversified Equity Fund
Maryland
$18.1M
CAM
121
ClariVest Asset Management
California
$17.3M -$709K -4,321 -4%
Canada Life
122
Canada Life
Manitoba, Canada
$17.3M -$3.52M -21,440 -18%
Envestnet Asset Management
123
Envestnet Asset Management
Illinois
$17.1M +$360K +2,194 +2%
CS
124
Candriam SCA
Luxembourg
$16.8M -$1.32M -8,022 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
125
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.5M +$2.63M +16,000 +20%

PH Hedge Fund Activity: Q3 2017 in Review

662 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2017, worth a combined $18.8B — up 7.7% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new PH positions and 48 closed out — a net gain of 6 holders — while 218 added to existing stakes and 262 trimmed.

The largest buyer was UBS Group, adding an estimated $246M. The largest seller was Viking Global Investors, cutting an estimated $197M.

  • 662 institutional investors held Parker-Hannifin (PH) as of Q3 2017, down from 666 in Q2 2017.
  • Funds reported $18.8B of Parker-Hannifin stock for Q3 2017, up 7.7% quarter-over-quarter.
  • 54 funds opened new Parker-Hannifin positions in Q3 2017 and 48 closed out, a net change of +6 holders.
  • The largest Parker-Hannifin buyer in Q3 2017 was UBS Group, an estimated $246M added.
  • The largest Parker-Hannifin seller in Q3 2017 was Viking Global Investors, an estimated $197M sold.

Based on aggregated 13F filings for Q3 2017.