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Parker-Hannifin

1,418 hedge funds and large institutions have $58.6B invested in Parker-Hannifin in 2024 Q1 according to their latest regulatory filings, with 193 funds opening new positions, 509 increasing their positions, 496 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 60

37% more funds holding in top 10

Funds holding in top 10: 3041 (+11)

18% more capital invested

Capital invested by funds: $49.5B → $58.6B (+$9.09B)

9% more funds holding

Funds holding: 1,3011,418 (+117)

8% more call options, than puts

Call options by funds: $288M | Put options by funds: $267M

3% more repeat investments, than reductions

Existing positions increased: 509 | Existing positions reduced: 496

1.35% less ownership

Funds ownership: 83.72%82.36% (-1.4%)

Holders
1,418
Holders Change
+117
Holders Change %
+8.99%
% of All Funds
20.43%
Holding in Top 10
41
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+36.67%
% of All Funds
0.59%
New
193
Increased
509
Reduced
496
Closed
60
Calls
$288M
Puts
$267M
Net Calls
+$21M
Net Calls Change
-$56.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.87B +$53.6M +105,475 +1%
BlackRock
2
BlackRock
New York
$5.09B +$316M +622,541 +7%
State Street
3
State Street
Massachusetts
$3.03B +$11M +21,687 +0.4%
Bank of America
4
Bank of America
North Carolina
$2.38B -$37.8M -74,408 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.28B +$107M +210,336 +5%
Aristotle Capital Management
6
Aristotle Capital Management
California
$1.86B -$59.8M -117,678 -3%
Ameriprise
7
Ameriprise
Minnesota
$1.62B -$286M -562,858 -16%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.61B +$45.6M +89,712 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.35B -$193M -379,091 -13%
Invesco
10
Invesco
Georgia
$1.35B -$39.6M -77,948 -3%
Morgan Stanley
11
Morgan Stanley
New York
$1.2B -$901M -1,772,792 -45%
Charles Schwab
12
Charles Schwab
California
$872M -$27.2M -53,540 -3%
N
13
Nuveen
North Carolina
$863M +$32.3M +63,638 +4%
Norges Bank
14
Norges Bank
Norway
$846M +$39.6M +78,017 +5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$786M +$70.3M +138,409 +11%
Northern Trust
16
Northern Trust
Illinois
$682M -$23.6M -46,516 -4%
Boston Partners
17
Boston Partners
Massachusetts
$618M +$22.1M +43,535 +4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$592M +$26.7M +52,599 +5%
DZ Bank
19
DZ Bank
Germany
$591M -$100M -197,055 -16%
AIM
20
Alphinity Investment Management
Australia
$590M -$35.9M -70,705 -6%
UBS Group
21
UBS Group
Switzerland
$494M +$4.79M +9,422 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$491M -$17.6M -34,630 -4%
Diamond Hill Capital Management
23
Diamond Hill Capital Management
Ohio
$478M -$60.1M -118,291 -12%
Goldman Sachs
24
Goldman Sachs
New York
$476M +$58M +114,186 +15%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$459M -$3.82M -7,509 -0.9%

PH Hedge Fund Activity: Q1 2024 in Review

1,418 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Parker-Hannifin (PH) for Q1 2024, worth a combined $58.6B — up 18% from $49.5B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new PH positions and 60 closed out — a net gain of 133 holders — while 509 added to existing stakes and 496 trimmed.

The largest buyer was BlackRock, adding an estimated $316M. The largest seller was Morgan Stanley, cutting an estimated $901M.

  • 1,418 institutional investors held Parker-Hannifin (PH) as of Q1 2024, up from 1,301 in Q4 2023.
  • Funds reported $58.6B of Parker-Hannifin stock for Q1 2024, up 18% quarter-over-quarter.
  • 193 funds opened new Parker-Hannifin positions in Q1 2024 and 60 closed out, a net change of +133 holders.
  • The largest Parker-Hannifin buyer in Q1 2024 was BlackRock, an estimated $316M added.
  • The largest Parker-Hannifin seller in Q1 2024 was Morgan Stanley, an estimated $901M sold.

Based on aggregated 13F filings for Q1 2024.