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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
HI
1351
Hoey Investments
Pennsylvania
$13.9K -$25.4K -50 -67%
CB
1352
CNB Bank
Pennsylvania
$13.9K
WWP
1353
WR Wealth Planners
Missouri
$13.9K +$12.7K +25 New
CPG
1354
Cornerstone Planning Group
New Jersey
$13.4K -$1.52K -3 -11%
KSWA
1355
Kathleen S. Wright Associates
Pennsylvania
$13.3K
RFG
1356
REAP Financial Group
Texas
$12.3K -$77.7K -153 -87%
SOS
1357
Silver Oak Securities
Tennessee
$12.2K -$643K -1,266 -98%
HGERS
1358
Householder Group Estate & Retirement Specialist
Arizona
$12.2K
AIC
1359
Archer Investment Corporation
Indiana
$11.7K
SVCP
1360
Silicon Valley Capital Partners
California
$11.2K
RFG
1361
RFP Financial Group
Georgia
$10K
WWM
1362
Wolff Wiese Magana
California
$9.45K -$2.54K -5 -23%
MWM
1363
Mascoma Wealth Management
New Hampshire
$9.45K
NSIM
1364
North Star Investment Management
Illinois
$9.45K +$6.1K +12 +240%
AW
1365
Avion Wealth
Texas
$9K
CP
1366
Castleview Partners
Texas
$8.89K
HWM
1367
HighMark Wealth Management
Minnesota
$8.89K +$5.59K +11 New
TAM
1368
Tucker Asset Management
Colorado
$8.89K +$5.59K +11 +220%
PCWA
1369
Pacific Capital Wealth Advisors
California
$8.89K +$8.13K +16 New
SIC
1370
SJS Investment Consulting
Ohio
$8.34K
IPW
1371
Impact Partnership Wealth
Georgia
$8.34K -$508 -1 -6%
CTC
1372
Cetera Trust Company
Minnesota
$8.34K
DPW
1373
DiNuzzo Private Wealth
Pennsylvania
$8.34K
FFO
1374
Fortitude Family Office
Arizona
$8.34K
BIA
1375
Bell Investment Advisors
California
$8.34K +$1.02K +2 +15%

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.