Phibro Animal Health
PAHC
168 hedge funds and large institutions have $670M invested in Phibro Animal Health in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 24 closing their positions.
3.17% more ownership
Funds ownership: 100.78% → 103.95% (+3.2%)
1% less capital invested
Capital invested by funds: $674M → $670M (-$4.54M)
8% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 63
5% less funds holding
Funds holding: 176 → 168 (-8)
21% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 24
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $210K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$25.9M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$22.8M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$17.6M |
| 4 |
CSC
Cove Street Capital
El Segundo,
California
|
+$6.96M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.61M |
| 2 |
Goldman Sachs
New York
|
-$5.08M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$4.85M |
| 4 |
BlackRock
New York
|
-$4.61M |
| 5 |
Morgan Stanley
New York
|
-$4.29M |
PAHC Hedge Fund Activity: Q2 2019 in Review
168 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Phibro Animal Health (PAHC) for Q2 2019, worth a combined $670M — down 0.67% from $674M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of PAHC and 19 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 58 added.
The largest buyer was Fiduciary Management Inc, adding an estimated $25.9M. The largest seller was Fidelity Investments, cutting an estimated $5.61M.
- 168 institutional investors held Phibro Animal Health (PAHC) as of Q2 2019, down from 176 in Q1 2019.
- Funds reported $670M of Phibro Animal Health stock for Q2 2019, down 0.67% quarter-over-quarter.
- 19 funds opened new Phibro Animal Health positions in Q2 2019 and 24 closed out, a net change of -5 holders.
- The largest Phibro Animal Health buyer in Q2 2019 was Fiduciary Management Inc, an estimated $25.9M added.
- The largest Phibro Animal Health seller in Q2 2019 was Fidelity Investments, an estimated $5.61M sold.
Based on aggregated 13F filings for Q2 2019.