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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
TCM
1326
TruNorth Capital Management
Michigan
$179K +$6.82K +12 +4%
LIS
1327
Legacy Investment Solutions
Idaho
$178K +$143K +252 New
LWMI
1328
Legacy Wealth Management (Idaho)
Idaho
$178K +$143K +252 New
USB
1329
Union Savings Bank
Connecticut
$177K
VWM
1330
Venturi Wealth Management
Texas
$176K +$59.1K +104 +60%
AWM
1331
Atticus Wealth Management
Florida
$174K
AAG
1332
Armstrong Advisory Group
Massachusetts
$172K
FMP
1333
Financial Management Professionals
Texas
$169K -$5.11K -9 -3%
GWP
1334
Gen-Wealth Partners
Michigan
$157K -$2.27K -4 -2%
OP
1335
ORG Partners
Indiana
$152K +$85.2K +150 +165%
BGAI
1336
Bruce G. Allen Investments
Colorado
$152K +$2.84K +5 +2%
MHR
1337
Matthew Hamilton Rosenberg
$150K
PPC
1338
Park Place Capital
Alabama
$147K -$11.4K -20 -8%
WB
1339
Webster Bank
Connecticut
$140K
BTC
1340
Bank & Trust Company
Illinois
$139K
BCP
1341
Blue Chip Partners
Michigan
$137K -$173K -304 -58%
Optiver Holding
1342
Optiver Holding
Netherlands
$133K -$6.82K -12 -5%
BHWM
1343
Bay Harbor Wealth Management
Maryland
$131K -$3.41K -6 -3%
GJWM
1344
Gilliland Jeter Wealth Management
Arkansas
$130K
AGWCA
1345
Annis Gardner Whiting Capital Advisors
Florida
$129K +$1.7K +3 +1%
RI
1346
Ridgewood Investments
New Jersey
$128K -$1.14K -2 -1%
CAM
1347
Clarity Asset Management
Iowa
$127K -$9.09K -16 -7%
CNBTD
1348
Citizens National Bank Trust Department
Mississippi
$126K
CBT
1349
CoreFirst Bank & Trust
Kansas
$126K +$114K +200 New
WPA
1350
West Paces Advisors
Georgia
$123K

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.