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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
C
1426
Covestor
United Kingdom
$36K -$568 -1 -2%
PWMG
1427
Prestige Wealth Management Group
New Jersey
$34.8K +$14.2K +25 +83%
PP
1428
Pingora Partners
Wyoming
$34.8K -$7.95K -14 -20%
CWC
1429
Carolinas Wealth Consulting
North Carolina
$34.7K -$46.6K -82 -60%
GKIM
1430
GW&K Investment Management
Massachusetts
$33K +$2.84K +5 +10%
RFG
1431
REAP Financial Group
Texas
$32.3K +$1.14K +2 +4%
CYG
1432
Clean Yield Group
Vermont
$31.6K -$28.4K -50 -50%
IWP
1433
IAG Wealth Partners
Wisconsin
$31.6K
GCM
1434
Gables Capital Management
Florida
$31K
VWM
1435
Valley Wealth Managers
New Jersey
$30.3K
BWP
1436
Baldwin Wealth Partners
Massachusetts
$30.3K +$25K +44 +1,100%
CFFP
1437
Center for Financial Planning
Michigan
$29.1K
PCWA
1438
Pacific Capital Wealth Advisors
California
$28.4K +$1.7K +3 +7%
BSB
1439
Bangor Savings Bank
Maine
$27.8K +$17.6K +31 +238%
AIA
1440
Arcadia Investment Advisors
Idaho
$25.3K
WBC
1441
West Branch Capital
Massachusetts
$25.3K +$22.7K +40 New
CPG
1442
Cornerstone Planning Group
New Jersey
$25K +$568 +1 +3%
HGA
1443
Hobbs Group Advisors
South Carolina
$24.6K
AWM
1444
Abound Wealth Management
Tennessee
$24.3K +$6.82K +12 +46%
CJ
1445
Caitlin John
Michigan
$23.7K +$568 +1 +3%
CT
1446
Clearstead Trust
Maine
$23.4K
Kayne Anderson Rudnick Investment Management
1447
Kayne Anderson Rudnick Investment Management
California
$22.7K -$568 -1 -3%
KFI
1448
Key Financial Inc
Pennsylvania
$22.7K
TPW
1449
Talon Private Wealth
Florida
$22.7K +$20.5K +36 New
CAS
1450
Coppell Advisory Solutions
Texas
$22.1K

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.