Parker-Hannifin
550 hedge funds and large institutions have $15.4B invested in Parker-Hannifin in 2013 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 175 increasing their positions, 214 reducing their positions, and 34 closing their positions.
106% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 34
18% more call options, than puts
Call options by funds: $126M | Put options by funds: $107M
17% more capital invested
Capital invested by funds: $13.2B → $15.4B (+$2.19B)
6% more funds holding
Funds holding: 518 → 550 (+32)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
1.26% less ownership
Funds ownership: 81.58% → 80.32% (-1.3%)
18% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 214
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$153M |
| 2 |
O
OppenheimerFunds
New York
|
+$108M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
+$89.5M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$87.1M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$51.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$203M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$170M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$117M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$108M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$87.7M |
PH Hedge Fund Activity: Q4 2013 in Review
550 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2013, worth a combined $15.4B — up 17% from $13.2B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new PH positions and 34 closed out — a net gain of 36 holders — while 175 added to existing stakes and 214 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $153M. The largest seller was Goldman Sachs, cutting an estimated $203M.
- 550 institutional investors held Parker-Hannifin (PH) as of Q4 2013, up from 518 in Q3 2013.
- Funds reported $15.4B of Parker-Hannifin stock for Q4 2013, up 17% quarter-over-quarter.
- 70 funds opened new Parker-Hannifin positions in Q4 2013 and 34 closed out, a net change of +36 holders.
- The largest Parker-Hannifin buyer in Q4 2013 was Wellington Management Group, an estimated $153M added.
- The largest Parker-Hannifin seller in Q4 2013 was Goldman Sachs, an estimated $203M sold.
Based on aggregated 13F filings for Q4 2013.