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Parker-Hannifin

1,522 hedge funds and large institutions have $66.8B invested in Parker-Hannifin in 2024 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 593 increasing their positions, 505 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 87

25% more capital invested

Capital invested by funds: $53.3B → $66.8B (+$13.6B)

17% more repeat investments, than reductions

Existing positions increased: 593 | Existing positions reduced: 505

10% more funds holding in top 10

Funds holding in top 10: 3033 (+3)

6% more funds holding

Funds holding: 1,4391,522 (+83)

0.63% more ownership

Funds ownership: 81.93%82.56% (+0.63%)

7% less call options, than puts

Call options by funds: $387M | Put options by funds: $414M

Holders
1,522
Holders Change
+83
Holders Change %
+5.77%
% of All Funds
21.86%
Holding in Top 10
33
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10%
% of All Funds
0.47%
New
179
Increased
593
Reduced
505
Closed
87
Calls
$387M
Puts
$414M
Net Calls
-$27M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
MCWA
1226
Meadow Creek Wealth Advisors
Georgia
$255K +$230K +404 New
AHL
1227
Abel Hall LLC
Louisiana
$255K +$4.54K +8 +2%
AF
1228
Allworth Financial
California
$255K -$42.6K -75 -16%
WIC
1229
Wilkins Investment Counsel
Massachusetts
$253K -$14.2K -25 -6%
AA
1230
Alta Advisers
United Kingdom
$253K
JWCA
1231
J.W. Coons Advisors
Ohio
$253K
PHS
1232
Pekin Hardy Strauss
Illinois
$253K
CIP
1233
Convergence Investment Partners
Florida
$252K -$5.11K -9 -2%
AIA
1234
Alera Investment Advisors
Illinois
$252K +$227K +399 New
CWG
1235
Cornerstone Wealth Group
North Carolina
$251K +$226K +397 New
BBA
1236
Braun-Bostich & Associates
Pennsylvania
$251K -$3.41K -6 -1%
BBW
1237
Blue Barn Wealth
Utah
$249K +$224K +394 New
AA
1238
Aire Advisors
California
$248K +$223K +393 New
PMFA
1239
Plante Moran Financial Advisors
Michigan
$248K -$3.41K -6 -2%
PBO
1240
Peoples Bank (Ohio)
Ohio
$247K -$13.1K -23 -6%
AC
1241
Apella Capital
Connecticut
$247K +$223K +393 New
ABWM
1242
Alpine Bank Wealth Management
Colorado
$246K +$222K +390 New
CFP
1243
Catalyst Financial Partners
Massachusetts
$246K +$221K +389 New
TWD
1244
True Wealth Design
Ohio
$245K -$38.6K -68 -15%
NCM
1245
Nelson Capital Management
California
$243K +$219K +385 New
RGC
1246
Roberts, Glore & Co
Illinois
$243K +$219K +385 New
OAS
1247
Optivise Advisory Services
Tennessee
$243K -$62.5K -110 -22%
RA
1248
Riverstone Advisors
Texas
$242K +$218K +383 New
FC
1249
Forte Capital
New York
$241K +$216K +381 New
CP
1250
Canopy Partners
Ohio
$241K +$216K +381 New

PH Hedge Fund Activity: Q3 2024 in Review

1,522 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2024, worth a combined $66.8B — up 25% from $53.3B a quarter earlier.

Buyers outnumbered sellers: 179 funds opened new PH positions and 87 closed out — a net gain of 92 holders — while 593 added to existing stakes and 505 trimmed.

The largest buyer was State Street, adding an estimated $428M. The largest seller was Winslow Capital Management, cutting an estimated $337M.

  • 1,522 institutional investors held Parker-Hannifin (PH) as of Q3 2024, up from 1,439 in Q2 2024.
  • Funds reported $66.8B of Parker-Hannifin stock for Q3 2024, up 25% quarter-over-quarter.
  • 179 funds opened new Parker-Hannifin positions in Q3 2024 and 87 closed out, a net change of +92 holders.
  • The largest Parker-Hannifin buyer in Q3 2024 was State Street, an estimated $428M added.
  • The largest Parker-Hannifin seller in Q3 2024 was Winslow Capital Management, an estimated $337M sold.

Based on aggregated 13F filings for Q3 2024.