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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
PB
1276
Pinnacle Bancorp
Nebraska
$83.4K
MTIC
1277
Missouri Trust & Investment Company
Missouri
$75K
DF
1278
DecisionPoint Financial
Arizona
$74.7K
FWM
1279
FSA Wealth Management
Massachusetts
$73.4K
FP
1280
Financial Perspectives
Minnesota
$72.4K
SCM
1281
Silvant Capital Management
Georgia
$70.6K
CLOS
1282
Compagnie Lombard Odier SCmA
Switzerland
$70.6K +$64.5K +127 New
TFIPS
1283
Towarzystwo Funduszy Inwestycyjnych PZU SA
$66.7K
WT
1284
Washington Trust
Rhode Island
$66.2K +$1.02K +2 +2%
CT
1285
Colonial Trust
South Carolina
$63.9K +$2.03K +4 +4%
SC
1286
Stephens Consulting
Michigan
$62.4K
GBT
1287
Grove Bank & Trust
Florida
$61.7K
SNB
1288
Security National Bank
Nebraska
$61.7K
QL
1289
Quarry LP
New York
$61.7K +$20.8K +41 +59%
FSWA
1290
Financial Synergies Wealth Advisors
Texas
$60.7K +$22.4K +44 +68%
ITIM
1291
Indiana Trust & Investment Management
Indiana
$59.5K +$51.8K +102 +2,040%
DMBA
1292
Deseret Mutual Benefit Administrators
Utah
$56.1K -$6.61K -13 -11%
AIM
1293
Arcadia Investment Management
Michigan
$55.6K
CYG
1294
Clean Yield Group
Vermont
$55.6K
GEA
1295
Glen Eagle Advisors
New Jersey
$55.6K
OPTFSNA
1296
Old Point Trust & Financial Services N A
Virginia
$55.6K
PAI
1297
Pittenger & Anderson Inc
Nebraska
$55.6K +$50.8K +100 New
RS
1298
Rakuten Securities
Japan
$55.6K +$50.8K +100 New
SL
1299
Salomon & Ludwin
Virginia
$53.9K +$20.3K +40 +70%
SSB
1300
Sandy Spring Bank
Maryland
$47.8K

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.