Phibro Animal Health
PAHC
176 hedge funds and large institutions have $674M invested in Phibro Animal Health in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 85 increasing their positions, 57 reducing their positions, and 27 closing their positions.
49% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 57
4% more capital invested
Capital invested by funds: $651M → $674M (+$23.4M)
0.6% more ownership
Funds ownership: 100.19% → 100.78% (+0.6%)
8% less funds holding
Funds holding: 191 → 176 (-15)
52% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 27
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$7.73M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$6.82M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.76M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.88M |
| 5 |
Morgan Stanley
New York
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$17.6M |
| 2 |
GIP
Granite Investment Partners
El Segundo,
California
|
-$13.5M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$3.31M |
| 4 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$1.9M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.86M |
PAHC Hedge Fund Activity: Q1 2019 in Review
176 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Phibro Animal Health (PAHC) for Q1 2019, worth a combined $674M — up 3.6% from $651M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of PAHC and 13 opened new positions — a net loss of 14 holders — while 57 trimmed existing stakes and 85 added.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $7.73M. The largest seller was Invesco, cutting an estimated $17.6M.
- 176 institutional investors held Phibro Animal Health (PAHC) as of Q1 2019, down from 191 in Q4 2018.
- Funds reported $674M of Phibro Animal Health stock for Q1 2019, up 3.6% quarter-over-quarter.
- 13 funds opened new Phibro Animal Health positions in Q1 2019 and 27 closed out, a net change of -14 holders.
- The largest Phibro Animal Health buyer in Q1 2019 was Fiduciary Management Inc, an estimated $7.73M added.
- The largest Phibro Animal Health seller in Q1 2019 was Invesco, an estimated $17.6M sold.
Based on aggregated 13F filings for Q1 2019.