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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
CIS
1451
Custom Index Systems
New York
-$295K -640 Closed
OCBCO
1452
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$284K -617 Closed
GA
1453
Geller Advisors
New York
-$269K -584 Closed
ETC
1454
Exchange Traded Concepts
Oklahoma
-$245K -532 Closed
CRC
1455
Curi RMB Capital
Illinois
-$236K -512 Closed
ONB
1456
Old National Bancorp
Indiana
-$235K -510 Closed
WMA
1457
Wealth Management Associates
New Jersey
-$224K -486 Closed
FCBT
1458
First Citizens Bank & Trust
North Carolina
-$223K -485 Closed
GWS
1459
Glassman Wealth Services
Virginia
-$177K -384 Closed
RFA
1460
Resurgent Financial Advisors
Georgia
-$152K -331 Closed
LFA
1461
Livelsberger Financial Advisory
Ohio
-$150K -327 Closed
LF
1462
Lee Financial
Texas
-$141K -305 Closed
KI
1463
Kapitalo Investimentos
Brazil
-$94.6K -205 Closed
PP
1464
Paloma Partners
Connecticut
-$83.4K -181 Closed
TVAMP
1465
Tennessee Valley Asset Management Partners
Tennessee
-$42.8K -93 Closed
OP
1466
ORG Partners
Indiana
-$41.9K -91 Closed
RAM
1467
Readystate Asset Management
Illinois
-$41.7K -82 Closed
NFA
1468
Northwest Financial Advisors
Virginia
-$10.2K -22 Closed
GWMIA
1469
Global Wealth Management Investment Advisory
Florida
-$9.68K -21 Closed
TFG
1470
Team Financial Group
California
-$7.17K -16 Closed
IWA
1471
IBEX Wealth Advisors
New Jersey
-$3.99K -9 Closed
SA
1472
Scarborough Advisors
Maryland
-$4.15K -9 Closed
LIWM
1473
Long Island Wealth Management
New York
-$4K -8 Closed
WBC
1474
West Branch Capital
Massachusetts
-$3.69K -8 Closed
BWL
1475
Bogart Wealth LLC
Virginia
-$2.3K -5 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.