Phibro Animal Health
PAHC
168 hedge funds and large institutions have $707M invested in Phibro Animal Health in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 43 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
65% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 43
35% more capital invested
Capital invested by funds: $522M → $707M (+$185M)
8% more funds holding
Funds holding: 155 → 168 (+13)
1.51% more ownership
Funds ownership: 100.45% → 101.97% (+1.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$5.6M |
| 2 |
Renaissance Technologies
New York
|
+$5.3M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$5.12M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.61M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.8M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$7.05M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$3.85M |
| 4 |
BlackRock
New York
|
-$2.37M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$1.89M |
PAHC Hedge Fund Activity: Q2 2017 in Review
168 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Phibro Animal Health (PAHC) for Q2 2017, worth a combined $707M — up 35% from $522M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new PAHC positions and 13 closed out — a net gain of 15 holders — while 71 added to existing stakes and 43 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $5.6M. The largest seller was Wellington Management Group, cutting an estimated $17.8M.
- 168 institutional investors held Phibro Animal Health (PAHC) as of Q2 2017, up from 155 in Q1 2017.
- Funds reported $707M of Phibro Animal Health stock for Q2 2017, up 35% quarter-over-quarter.
- 28 funds opened new Phibro Animal Health positions in Q2 2017 and 13 closed out, a net change of +15 holders.
- The largest Phibro Animal Health buyer in Q2 2017 was Janus Henderson Group, an estimated $5.6M added.
- The largest Phibro Animal Health seller in Q2 2017 was Wellington Management Group, an estimated $17.8M sold.
Based on aggregated 13F filings for Q2 2017.