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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
RFA
1251
Resurgent Financial Advisors
Georgia
$239K +$215K +378 New
MIM
1252
MTM Investment Management
South Carolina
$238K +$215K +378 New
RB
1253
Rodgers Brothers
Pennsylvania
$238K +$214K +377 New
VCP
1254
Vista Capital Partners
Oregon
$238K -$28.4K -50 -12%
SAF
1255
Smith Anglin Financial
Texas
$236K +$212K +374 New
OAM
1256
Ostrum Asset Management
France
$236K +$2.27K +4 +1%
SCM
1257
Sterneck Capital Management
Missouri
$236K +$212K +374 New
TWP
1258
Tyche Wealth Partners
Texas
$236K +$212K +374 New
IAS
1259
Investment Advisory Services
Texas
$235K +$211K +372 New
EFA
1260
Evernest Financial Advisors
Indiana
$234K +$210K +370 New
LF
1261
Lee Financial
Texas
$234K +$210K +370 New
PIP
1262
Peachtree Investment Partners
Florida
$234K -$28.4K -50 -12%
VV
1263
Verity & Verity
South Carolina
$234K +$210K +370 New
XT
1264
XTX Topco
Cayman Islands
$233K -$3.94M -6,943 -95%
FHA
1265
Flagship Harbor Advisors
Massachusetts
$233K +$210K +369 New
WMA
1266
Wealth Management Associates
New Jersey
$233K +$209K +368 New
SWM
1267
Silverlake Wealth Management
Vermont
$231K -$59.7K -105 -22%
CH
1268
Cromwell Holdings
Wyoming
$231K
TWM
1269
Trinity Wealth Management
Pennsylvania
$231K +$208K +366 New
OR
1270
Olympiad Research
Connecticut
$231K -$69.9K -123 -25%
MGIA
1271
Moneta Group Investment Advisors
Missouri
$228K -$44.3K -78 -18%
CMBA
1272
C.M. Bidwell & Associates
Hawaii
$226K +$5.11K +9 +3%
AP
1273
Adero Partners
California
$224K +$202K +355 New
BGC
1274
Beutel, Goodman & Co
Ontario, Canada
$224K
AC
1275
ASB Consultores
Florida
$224K +$201K +354 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.