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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
CAM
1251
Clarity Asset Management
Iowa
$120K -$7.11K -14 -6%
SAM
1252
Smartleaf Asset Management
Massachusetts
$119K +$68.1K +134 +170%
AGWCA
1253
Annis Gardner Whiting Capital Advisors
Florida
$118K
BHWM
1254
Bay Harbor Wealth Management
Maryland
$118K
GJWM
1255
Gilliland Jeter Wealth Management
Arkansas
$114K +$104K +205 New
CNBTD
1256
Citizens National Bank Trust Department
Mississippi
$111K
CBT
1257
CoreFirst Bank & Trust
Kansas
$111K
SWA
1258
SOA Wealth Advisors
New York
$110K +$508 +1 +0.5%
FIM
1259
Fernwood Investment Management
Massachusetts
$109K +$100K +197 New
EBA
1260
Eagle Bay Advisors
New York
$109K +$5.59K +11 +6%
WPA
1261
West Paces Advisors
Georgia
$108K +$46.2K +91 +88%
HBW
1262
Hazlett, Burt & Watson
West Virginia
$107K -$16.3K -32 -14%
CTA
1263
Colonial Trust Advisors
South Carolina
$105K -$2.54K -5 -3%
JWA
1264
JFS Wealth Advisors
Pennsylvania
$98.8K +$6.1K +12 +7%
CWC
1265
Carolinas Wealth Consulting
North Carolina
$97.9K -$1.52K -3 -2%
WTA
1266
Washington Trust Advisors
Massachusetts
$97.5K -$214K -422 -71%
ANBT
1267
American National Bank & Trust
Texas
$96.2K
AAG
1268
Armstrong Advisory Group
Massachusetts
$95.8K
PAG
1269
Paladin Advisory Group
Iowa
$93.1K
PCMC
1270
Planning Capital Management Corporation
Pennsylvania
$91.7K -$15.2K -30 -15%
BCMLT
1271
Beacon Capital Management LLC (Tennessee)
Tennessee
$91.7K +$7.11K +14 +9%
CAL
1272
Capital Advisors Ltd
Ohio
$90K +$508 +1 +0.6%
CSWM
1273
Cassady Schiller Wealth Management
Ohio
$88.9K
POIA
1274
Pin Oak Investment Advisors
Texas
$87K
MAWCM
1275
Mine & Arao Wealth Creation & Management
California
$85.6K

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.