Parker-Hannifin
677 hedge funds and large institutions have $16.8B invested in Parker-Hannifin in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 211 increasing their positions, 265 reducing their positions, and 98 closing their positions.
0.98% less ownership
Funds ownership: 82.47% → 81.49% (-0.98%)
7% less funds holding
Funds holding: 726 → 677 (-49)
10% less capital invested
Capital invested by funds: $18.7B → $16.8B (-$1.9B)
20% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 265
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
39% less call options, than puts
Call options by funds: $125M | Put options by funds: $206M
44% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$268M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$234M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$116M |
| 4 |
Janus Henderson Group
London,
|
+$93.5M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$88.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$220M |
| 2 |
JP Morgan Chase
New York
|
-$170M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$105M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$85.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$83.4M |
PH Hedge Fund Activity: Q2 2018 in Review
677 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q2 2018, worth a combined $16.8B — down 10% from $18.7B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of PH and 55 opened new positions — a net loss of 43 holders — while 265 trimmed existing stakes and 211 added.
The largest buyer was Vulcan Value Partners, adding an estimated $268M. The largest seller was Fidelity Investments, cutting an estimated $220M.
- 677 institutional investors held Parker-Hannifin (PH) as of Q2 2018, down from 726 in Q1 2018.
- Funds reported $16.8B of Parker-Hannifin stock for Q2 2018, down 10% quarter-over-quarter.
- 55 funds opened new Parker-Hannifin positions in Q2 2018 and 98 closed out, a net change of -43 holders.
- The largest Parker-Hannifin buyer in Q2 2018 was Vulcan Value Partners, an estimated $268M added.
- The largest Parker-Hannifin seller in Q2 2018 was Fidelity Investments, an estimated $220M sold.
Based on aggregated 13F filings for Q2 2018.