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Parker-Hannifin

1,082 hedge funds and large institutions have $36B invested in Parker-Hannifin in 2023 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 387 increasing their positions, 375 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 61

18% more capital invested

Capital invested by funds: $30.6B → $36B (+$5.41B)

5% more funds holding

Funds holding: 1,0321,082 (+50)

7% more call options, than puts

Call options by funds: $185M | Put options by funds: $173M

3% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 375

0.69% more ownership

Funds ownership: 82.86%83.54% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

Holders
1,082
Holders Change
+50
Holders Change %
+4.84%
% of All Funds
17.24%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
130
Increased
387
Reduced
375
Closed
61
Calls
$185M
Puts
$173M
Net Calls
+$12.7M
Net Calls Change
-$44.4M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$41.6M -$1.49M -4,500 -4%
Man Group
102
Man Group
United Kingdom
$40.6M -$53M -159,989 Closed
SO
103
STRS Ohio
Ohio
$40.5M -$2.87M -8,674 -7%
WI
104
Wafra Inc
New York
$39.5M
GIA
105
Gateway Investment Advisers
Ohio
$38.8M +$84.4K +255 +0.2%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$37.6M +$479K +1,447 +1%
1832 Asset Management
107
1832 Asset Management
Ontario, Canada
$37.5M +$37M +111,600 +310,000%
MWM
108
Moran Wealth Management
Florida
$37.3M +$1.63M +4,909 +5%
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$37.1M -$11.6M -34,970 -24%
LWCFA
110
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.1M +$35.8M +108,212 +5,133%
SAM
111
Scopus Asset Management
New York
$36.7M -$5.54M -16,724 -13%
Citigroup
112
Citigroup
New York
$35.4M +$2.52M +7,602 +8%
Corient Private Wealth
113
Corient Private Wealth
Florida
$34.7M +$20.4M +61,725 +149%
Mitsubishi UFJ Asset Management
114
Mitsubishi UFJ Asset Management
Japan
$33.9M +$2.47M +7,461 +8%
CB
115
Commerce Bank
Missouri
$33M +$90.4K +273 +0.3%
CC
116
Cartenna Capital
Connecticut
$30.2M +$2.32M +7,000 +8%
TAM
117
Todd Asset Management
Kentucky
$30.1M +$1.13M +3,413 +4%
HighTower Advisors
118
HighTower Advisors
Illinois
$30M +$239K +723 +0.8%
MPMG
119
Minneapolis Portfolio Management Group
Minnesota
$30M -$343K -1,036 -1%
M&T Bank
120
M&T Bank
New York
$28.7M -$71.5K -216 -0.3%
CI Investments Inc
121
CI Investments Inc
Ontario, Canada
$28.1M -$39.5M -119,175 -59%
PHAM
122
Pacific Heights Asset Management
California
$27.9M
BGIM
123
Brandywine Global Investment Management
Pennsylvania
$27.4M -$732K -2,209 -3%
AAIS
124
ABN AMRO Investment Solutions
$27.1M +$26.7M +80,633 New
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$26.7M +$361K +1,091 +1%

PH Hedge Fund Activity: Q1 2023 in Review

1,082 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2023, worth a combined $36B — up 18% from $30.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new PH positions and 61 closed out — a net gain of 69 holders — while 387 added to existing stakes and 375 trimmed.

The largest buyer was Bank of America, adding an estimated $423M. The largest seller was JP Morgan Chase, cutting an estimated $301M.

  • 1,082 institutional investors held Parker-Hannifin (PH) as of Q1 2023, up from 1,032 in Q4 2022.
  • Funds reported $36B of Parker-Hannifin stock for Q1 2023, up 18% quarter-over-quarter.
  • 130 funds opened new Parker-Hannifin positions in Q1 2023 and 61 closed out, a net change of +69 holders.
  • The largest Parker-Hannifin buyer in Q1 2023 was Bank of America, an estimated $423M added.
  • The largest Parker-Hannifin seller in Q1 2023 was JP Morgan Chase, an estimated $301M sold.

Based on aggregated 13F filings for Q1 2023.