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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
CMBA
1226
C.M. Bidwell & Associates
Hawaii
$193K +$35.6K +70 +25%
HWA
1227
Heritage Wealth Advisors
Virginia
$189K
PAS
1228
Point72 Asia (Singapore)
Singapore
$177K -$114K -225 -41%
CHC
1229
City Holding Co
West Virginia
$177K
IWA
1230
Icon Wealth Advisors
Texas
$168K +$154K +303 New
CWM
1231
Compass Wealth Management
Connecticut
$167K
CAM
1232
Costello Asset Management
Pennsylvania
$167K
Optiver Holding
1233
Optiver Holding
Netherlands
$166K +$152K +299 New
GWP
1234
Gen-Wealth Partners
Michigan
$165K +$150K +296 New
AIM
1235
Anchor Investment Management
South Carolina
$160K
PPC
1236
Park Place Capital
Alabama
$159K -$60K -118 -29%
USB
1237
Union Savings Bank
Connecticut
$156K
CF
1238
Centaurus Financial
California
$155K +$508 +1 +0.4%
AWM
1239
Atticus Wealth Management
Florida
$153K
TCM
1240
TruNorth Capital Management
Michigan
$151K +$138K +271 New
FMP
1241
Financial Management Professionals
Texas
$150K +$508 +1 +0.4%
EDRH
1242
Edmond de Rothschild Holding
Switzerland
$143K +$131K +258 New
BEI
1243
Benjamin Edwards Inc
Missouri
$143K -$121K -238 -48%
BGAI
1244
Bruce G. Allen Investments
Colorado
$139K -$9.65K -19 -7%
LS
1245
Livforsakringsbolaget Skandia
Sweden
$132K
MHR
1246
Matthew Hamilton Rosenberg
$131K
VNA
1247
Valley National Advisers
Pennsylvania
$128K +$5.08K +10 +5%
RTC
1248
Riverview Trust Company
Washington
$126K +$115K +226 New
SIC
1249
Salem Investment Counselors
North Carolina
$124K
WB
1250
Webster Bank
Connecticut
$123K -$9.65K -19 -8%

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.