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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
RBC
1376
Roble Belko & Company
Pennsylvania
$8K
GI
1377
Gradient Investments
Minnesota
$7.22K -$130K -255 -95%
BSB
1378
Bangor Savings Bank
Maine
$7.22K
FGAM
1379
Financial Gravity Asset Management
Texas
$6.84K +$6.1K +12 New
DWA
1380
Delos Wealth Advisors
Texas
$6.67K +$6.1K +12 New
CQS
1381
Credential Qtrade Securities
$6.67K
HCP
1382
Hexagon Capital Partners
Arkansas
$6.67K
OLVIG
1383
Oliver Lagore Vanvalin Investment Group
Michigan
$6.67K
SN
1384
Sittner & Nelson
Oregon
$6.67K
VCM
1385
Versant Capital Management
Arizona
$6.67K
FGA
1386
Fortis Group Advisors
New Jersey
$6.11K -$5.59K -11 -50%
IGWM
1387
ICA Group Wealth Management
Colorado
$6.11K
DF
1388
Dunhill Financial
United Kingdom
$5.87K +$1.02K +2 +22%
CAM
1389
ClariVest Asset Management
California
$5.56K +$1.52K +3 +43%
FCT
1390
First Community Trust
Iowa
$5.56K
GFL
1391
Granite FO LLC
New Hampshire
$5.29K +$4.57K +9 New
VWM
1392
Venturi Wealth Management
Texas
$5K +$508 +1 +13%
FRA
1393
Front Row Advisors
California
$4.45K
OCM
1394
Orion Capital Management
California
$4.45K
CWM
1395
Cedar Wealth Management
California
$4.45K +$4.07K +8 New
JWM
1396
Janiczek Wealth Management
Colorado
$3.89K
CIR
1397
Clear Investment Research
Georgia
$3.89K +$3.56K +7 New
ACA
1398
American Capital Advisory
Idaho
$3.7K +$4.57K +9 +450%
CAC
1399
Core Alternative Capital
Georgia
$3.33K -$20.3K -40 -87%
CIM
1400
Contravisory Investment Management
Massachusetts
$3.33K

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.