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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
Capstone Investment Advisors
1351
Capstone Investment Advisors
New York
$122K -$703K -1,237 -87%
JWM
1352
Jupiter Wealth Management
Colorado
$120K
OC
1353
Oakworth Capital
Alabama
$120K +$27.3K +48 +34%
CTA
1354
Colonial Trust Advisors
South Carolina
$119K
HFM
1355
Harvest Fund Management
China
$118K +$6.25K +11 +6%
SWA
1356
SOA Wealth Advisors
New York
$115K
SIC
1357
Salem Investment Counselors
North Carolina
$114K
BCMLT
1358
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K
JWA
1359
JFS Wealth Advisors
Pennsylvania
$110K -$1.14K -2 -1%
ANBT
1360
American National Bank & Trust
Texas
$109K
PAG
1361
Paladin Advisory Group
Iowa
$107K
CAL
1362
Capital Advisors Ltd
Ohio
$105K +$2.84K +5 +3%
RP
1363
Rowlandmiller & Partners
Georgia
$104K +$93.7K +165 New
CSWM
1364
Cassady Schiller Wealth Management
Ohio
$101K
POIA
1365
Pin Oak Investment Advisors
Texas
$101K +$18.2K +32 +25%
TFIPS
1366
Towarzystwo Funduszy Inwestycyjnych PZU SA
$97.9K +$19.9K +35 +29%
ETC
1367
Exchange Traded Concepts
Oklahoma
$96.7K +$86.9K +153 New
PB
1368
Pinnacle Bancorp
Nebraska
$94.8K
FFO
1369
Fortitude Family Office
Arizona
$91.6K +$44.3K +78 +116%
DF
1370
DecisionPoint Financial
Arizona
$85.3K
MTIC
1371
Missouri Trust & Investment Company
Missouri
$85.3K
GBT
1372
Grove Bank & Trust
Florida
$84.7K +$13.1K +23 +21%
FWM
1373
FSA Wealth Management
Massachusetts
$83.4K +$75K +132 New
FP
1374
Financial Perspectives
Minnesota
$82.3K
GFPC
1375
Global Financial Private Client
Florida
$81.5K +$36.9K +65 +102%

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.