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Parker-Hannifin

602 hedge funds and large institutions have $13.2B invested in Parker-Hannifin in 2016 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 194 increasing their positions, 223 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more call options, than puts

Call options by funds: $70.3M | Put options by funds: $32.1M

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

61% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $11.8B → $13.2B (+$1.4B)

3% more funds holding

Funds holding: 584602 (+18)

0.95% less ownership

Funds ownership: 81.25%80.31% (-0.95%)

13% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 223

Holders
602
Holders Change
+18
Holders Change %
+3.08%
% of All Funds
16.06%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
66
Increased
194
Reduced
223
Closed
41
Calls
$70.3M
Puts
$32.1M
Net Calls
+$38.2M
Net Calls Change
+$16.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.13B +$23M +192,860 +2%
Capital World Investors
2
Capital World Investors
California
$923M
LP
3
Longview Partners
Guernsey
$707M -$55.8M -468,520 -8%
State Street
4
State Street
Massachusetts
$688M +$15.4M +129,477 +2%
Bank of America
5
Bank of America
North Carolina
$476M -$103M -867,436 -19%
Pzena Investment Management
6
Pzena Investment Management
New York
$440M -$38.9M -326,106 -9%
BIT
7
BlackRock Institutional Trust
California
$436M +$6.98M +58,577 +2%
VVP
8
Vulcan Value Partners
Alabama
$379M -$199M -1,671,620 -36%
Harris Associates
9
Harris Associates
Illinois
$323M -$426K -3,575 -0.1%
BFA
10
BlackRock Fund Advisors
California
$273M +$10.2M +85,290 +4%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$272M -$11M -92,300 -4%
Diamond Hill Capital Management
12
Diamond Hill Capital Management
Ohio
$258M -$17.2M -144,245 -7%
Northern Trust
13
Northern Trust
Illinois
$231M -$2.4M -20,102 -1%
Deutsche Bank
14
Deutsche Bank
Germany
$197M +$15.8M +132,955 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$148M +$7.75M +65,049 +6%
Norges Bank
16
Norges Bank
Norway
$146M +$11.9M +100,000 +9%
T
17
Thomaspartners
Massachusetts
$140M +$9.33M +78,253 +8%
Victory Capital Management
18
Victory Capital Management
Texas
$140M +$22.4M +187,649 +20%
American Century Companies
19
American Century Companies
Missouri
$140M -$30.5M -255,523 -19%
BG
20
BlackRock Group
United Kingdom
$140M +$695K +5,834 +0.5%
JP Morgan Chase
21
JP Morgan Chase
New York
$136M +$42.7M +358,309 +49%
HA
22
Homestead Advisers
Virginia
$132M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$132M -$449K -3,767 -0.4%
BGC
24
Beutel, Goodman & Co
Ontario, Canada
$125M +$6.97M +58,508 +5%
Lazard Asset Management
25
Lazard Asset Management
New York
$119M -$33.4M -280,492 -23%

PH Hedge Fund Activity: Q3 2016 in Review

602 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q3 2016, worth a combined $13.2B — up 12% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PH positions and 41 closed out — a net gain of 25 holders — while 194 added to existing stakes and 223 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $75.7M. The largest seller was Vulcan Value Partners, cutting an estimated $199M.

  • 602 institutional investors held Parker-Hannifin (PH) as of Q3 2016, up from 584 in Q2 2016.
  • Funds reported $13.2B of Parker-Hannifin stock for Q3 2016, up 12% quarter-over-quarter.
  • 66 funds opened new Parker-Hannifin positions in Q3 2016 and 41 closed out, a net change of +25 holders.
  • The largest Parker-Hannifin buyer in Q3 2016 was Balyasny Asset Management, an estimated $75.7M added.
  • The largest Parker-Hannifin seller in Q3 2016 was Vulcan Value Partners, an estimated $199M sold.

Based on aggregated 13F filings for Q3 2016.