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Parker-Hannifin

643 hedge funds and large institutions have $15.2B invested in Parker-Hannifin in 2016 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 189 increasing their positions, 243 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 47

16% more capital invested

Capital invested by funds: $13.2B → $15.2B (+$2.06B)

7% more funds holding

Funds holding: 602643 (+41)

1.88% more ownership

Funds ownership: 80.31%82.19% (+1.9%)

22% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 243

24% less call options, than puts

Call options by funds: $83.6M | Put options by funds: $110M

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
643
Holders Change
+41
Holders Change %
+6.81%
% of All Funds
16.07%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.15%
New
96
Increased
189
Reduced
243
Closed
47
Calls
$83.6M
Puts
$110M
Net Calls
-$26.6M
Net Calls Change
-$64.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.29B +$24.2M +182,059 +2%
Capital World Investors
2
Capital World Investors
California
$1.03B
State Street
3
State Street
Massachusetts
$820M +$50.8M +382,022 +7%
LP
4
Longview Partners
Guernsey
$741M -$44.9M -337,560 -6%
Jennison Associates
5
Jennison Associates
New York
$606M +$576M +4,330,276 New
BIT
6
BlackRock Institutional Trust
California
$493M +$6.67M +50,146 +1%
Pzena Investment Management
7
Pzena Investment Management
New York
$405M -$81.9M -616,209 -18%
Harris Associates
8
Harris Associates
Illinois
$358M -$1.76M -13,200 -0.5%
Norges Bank
9
Norges Bank
Norway
$357M +$176M +1,325,486 +109%
BFA
10
BlackRock Fund Advisors
California
$331M +$25.1M +188,727 +9%
TCIM
11
TIAA CREF Investment Management
New York
$323M +$80.8M +607,676 +36%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$269M -$32.9M -247,700 -11%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$258M -$29M -217,925 -11%
Northern Trust
14
Northern Trust
Illinois
$248M -$8.91M -66,997 -4%
AQR Capital Management
15
AQR Capital Management
Connecticut
$200M +$86.1M +647,693 +83%
American Century Companies
16
American Century Companies
Missouri
$197M +$38.6M +290,044 +26%
JP Morgan Chase
17
JP Morgan Chase
New York
$173M +$20.1M +150,940 +14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$173M +$7.34M +55,207 +5%
Citadel Advisors
19
Citadel Advisors
Florida
$172M +$136M +1,023,443 +501%
T
20
Thomaspartners
Massachusetts
$165M +$8.28M +62,298 +6%
BG
21
BlackRock Group
United Kingdom
$162M +$5.86M +44,032 +4%
VVP
22
Vulcan Value Partners
Alabama
$158M -$252M -1,891,558 -63%
HA
23
Homestead Advisers
Virginia
$148M -$93.1K -700 -0.1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$147M +$57.4K +432 +0%
Victory Capital Management
25
Victory Capital Management
Texas
$146M -$9.74M -73,264 -7%

PH Hedge Fund Activity: Q4 2016 in Review

643 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q4 2016, worth a combined $15.2B — up 16% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new PH positions and 47 closed out — a net gain of 49 holders — while 189 added to existing stakes and 243 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $576M. The largest seller was Bank of America, cutting an estimated $381M.

  • 643 institutional investors held Parker-Hannifin (PH) as of Q4 2016, up from 602 in Q3 2016.
  • Funds reported $15.2B of Parker-Hannifin stock for Q4 2016, up 16% quarter-over-quarter.
  • 96 funds opened new Parker-Hannifin positions in Q4 2016 and 47 closed out, a net change of +49 holders.
  • The largest Parker-Hannifin buyer in Q4 2016 was Jennison Associates, an estimated $576M added.
  • The largest Parker-Hannifin seller in Q4 2016 was Bank of America, an estimated $381M sold.

Based on aggregated 13F filings for Q4 2016.