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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
Capital World Investors
1
Capital World Investors
California
$934M -$202M -1,991,237 -17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$816M +$8.18M +80,749 +1%
VVP
3
Vulcan Value Partners
Alabama
$746M +$46.2M +456,275 +6%
LP
4
Longview Partners
Guernsey
$619M +$9.84M +97,162 +2%
State Street
5
State Street
Massachusetts
$584M +$1.08M +10,672 +0.2%
Bank of America
6
Bank of America
North Carolina
$510M -$109M -1,075,249 -17%
Harris Associates
7
Harris Associates
Illinois
$421M +$32.4M +319,440 +8%
Pzena Investment Management
8
Pzena Investment Management
New York
$372M +$32.9M +324,462 +9%
BIT
9
BlackRock Institutional Trust
California
$339M -$21.1M -208,534 -6%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$266M +$20.2M +199,486 +8%
Deutsche Bank
11
Deutsche Bank
Germany
$248M +$8.06M +79,523 +3%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$227M -$10.1M -99,310 -4%
BFA
13
BlackRock Fund Advisors
California
$203M +$9.28M +91,641 +5%
Northern Trust
14
Northern Trust
Illinois
$187M -$13.3M -131,228 -6%
Lazard Asset Management
15
Lazard Asset Management
New York
$165M -$67.4M -664,837 -28%
CIP
16
Cornerstone Investment Partners
Georgia
$126M -$17.4M -172,196 -12%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$126M -$1.33M -13,146 -1%
American Century Companies
18
American Century Companies
Missouri
$125M +$23.1M +228,265 +22%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$115M -$7.41M -73,106 -6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$108M -$2.57M -25,346 -2%
BG
21
BlackRock Group
United Kingdom
$107M -$4.49M -44,344 -4%
NRECA
22
National Rural Electric Cooperative Association
Virginia
$102M – – –
Boston Partners
23
Boston Partners
Massachusetts
$97.5M -$71.3M -703,664 -41%
CB
24
Cooke & Bieler
Pennsylvania
$93.8M -$1.67M -16,524 -2%
T
25
Thomaspartners
Massachusetts
$86.1M +$4.29M +42,374 +5%
1
2 3 4 5

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.