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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
WCM
1401
Westend Capital Management
California
$3.33K +$3.05K +6 New
JFGIW
1402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.78K -$3.56K -7 -58%
TFM
1403
TFC Financial Management
Massachusetts
$2.78K +$508 +1 +25%
PCA
1404
Providence Capital Advisors
North Carolina
$2.78K +$2.54K +5 New
VWA
1405
Valued Wealth Advisors
Utah
$2.22K
RAM
1406
Riggs Asset Management
Pennsylvania
$2.22K +$2.03K +4 New
M
1407
MOTCO
Texas
$2.22K -$3.05K -6 -60%
FIA
1408
FPC Investment Advisory
California
$2.19K +$2.03K +4 New
UIA
1409
Ulland Investment Advisors
Minnesota
$2K +$2.03K +4 New
FFA
1410
Frazier Financial Advisors
Ohio
$1.67K +$508 +1 +50%
HWP
1411
Highline Wealth Partners
California
$1.11K
TWP
1412
TFO Wealth Partners
Ohio
$1.11K
TCM
1413
TD Capital Management
Tennessee
$1.11K +$1.02K +2 New
TF
1414
Tompkins Financial
New York
$1.11K +$1.02K +2 New
MSG
1415
Main Street Group
Virginia
$1.1K
SSG
1416
Summit Securities Group
New York
$1K +$1.02K +2 New
PA
1417
PSI Advisors
Florida
$556
DWM
1418
Dogwood Wealth Management
Kansas
$8
Marshall Wace
1419
Marshall Wace
United Kingdom
-$36M -78,218 Closed
Renaissance Technologies
1420
Renaissance Technologies
New York
-$13.3M -28,850 Closed
PMEF
1421
Point72 Middle East FZE
United Arab Emirates
-$8.45M -18,350 Closed
CW
1422
Connectus Wealth
Ohio
-$7.03M -15,177 Closed
WMSA
1423
Weiss Multi-Strategy Advisers
New York
-$6.81M -14,773 Closed
IP
1424
Interval Partners
New York
-$6.49M -12,781 Closed
WorldQuant Millennium Advisors
1425
WorldQuant Millennium Advisors
New York
-$3.23M -7,014 Closed

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.