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Parker-Hannifin
PH

544 hedge funds and large institutions have $11B invested in Parker-Hannifin in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 155 increasing their positions, 229 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

23% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 47

0% more funds holding

Funds holding: 543 → 544 (+1)

4.27% less ownership

Funds ownership: 88.07% → 83.8% (-4.3%)

7% less capital invested

Capital invested by funds: $11.8B → $11B (-$802M)

32% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 229

56% less call options, than puts

Call options by funds: $32.9M | Put options by funds: $74.2M

Holders
544
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
14.27%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
58
Increased
155
Reduced
229
Closed
47
Calls
$32.9M
Puts
$74.2M
Net Calls
-$41.3M
Net Calls Change
+$34.6M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$46.2M
2
Pzena Investment Management
Pzena Investment Management
New York
+$32.9M
3
Harris Associates
Harris Associates
Illinois
+$32.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$24.9M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$24.7M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$202M
2
Bank of America
Bank of America
North Carolina
-$109M
3
Axa
Axa
France
-$92.2M
4
Boston Partners
Boston Partners
Massachusetts
-$71.3M
5
Lazard Asset Management
Lazard Asset Management
New York
-$67.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPCM
201
Pillar Pacific Capital Management
California
$2.44M -$650K -6,415 -20%
URS
202
Utah Retirement Systems
Utah
$2.42M – – –
CAM
203
Carret Asset Management
New York
$2.37M -$231K -2,280 -9%
RCM
204
Riverhead Capital Management
Delaware
$2.32M -$617K -6,093 -20%
Allianz Asset Management
205
Allianz Asset Management
Germany
$2.24M +$1.39M +13,713 +146%
FTC
206
Farmers Trust Company
Ohio
$2.2M +$16.3K +161 +0.7%
SAM
207
Sentinel Asset Management
Vermont
$2.13M – – –
TCM
208
Twin Capital Management
Pennsylvania
$2.13M +$1.62M +16,030 +270%
Commonwealth Equity Services
209
Commonwealth Equity Services
Massachusetts
$2.06M -$47.3K -467 -2%
AFA
210
Abacus FCF Advisors
Florida
$2.04M +$2.13M +21,055 New
OC
211
Oppenheimer & Co
New York
$2.03M -$1.69M -16,654 -44%
GH
212
GAM Holding
Switzerland
$2.01M +$104K +1,031 +5%
CB
213
Commerce Bank
Missouri
$2M +$153K +1,507 +8%
MA
214
MUFG Americas
New York
$1.99M -$49.3K -487 -2%
ProShare Advisors
215
ProShare Advisors
Maryland
$1.91M +$101K +1,000 +5%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$1.87M +$1.95M +19,293 New
MIM
217
Midwest Investment Management
Ohio
$1.87M +$1.95M +19,255 New
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$1.85M -$290K -2,858 -13%
State of Tennessee, Department of Treasury
219
State of Tennessee, Department of Treasury
Tennessee
$1.85M -$146K -1,445 -7%
AIP
220
Ameritas Investment Partners
Nebraska
$1.84M +$1.66M +16,400 +632%
GCA
221
Gideon Capital Advisors
New York
$1.84M +$1.92M +18,988 New
LTFS
222
Ladenburg Thalmann Financial Services
Florida
$1.82M +$458K +4,520 +32%
Creative Planning
223
Creative Planning
Kansas
$1.81M +$7.7K +76 +0.4%
MC
224
Mathes Company
New York
$1.8M -$40.5K -400 -2%
Mitsubishi UFJ Asset Management
225
Mitsubishi UFJ Asset Management
Japan
$1.78M +$96.7K +955 +5%
7 8
9
10 11

PH Hedge Fund Activity: Q4 2015 in Review

544 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2015, worth a combined $11B — down 6.8% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PH positions and 47 closed out — a net gain of 11 holders — while 155 added to existing stakes and 229 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $46.2M. The largest seller was Capital World Investors, cutting an estimated $202M.

  • 544 institutional investors held Parker-Hannifin (PH) as of Q4 2015, up from 543 in Q3 2015.
  • Funds reported $11B of Parker-Hannifin stock for Q4 2015, down 6.8% quarter-over-quarter.
  • 58 funds opened new Parker-Hannifin positions in Q4 2015 and 47 closed out, a net change of +11 holders.
  • The largest Parker-Hannifin buyer in Q4 2015 was Vulcan Value Partners, an estimated $46.2M added.
  • The largest Parker-Hannifin seller in Q4 2015 was Capital World Investors, an estimated $202M sold.

Based on aggregated 13F filings for Q4 2015.