Pentair
475 hedge funds and large institutions have $11.1B invested in Pentair in 2014 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 148 increasing their positions, 182 reducing their positions, and 82 closing their positions.
2% less call options, than puts
Call options by funds: $18.5M | Put options by funds: $18.8M
4% less funds holding
Funds holding: 493 → 475 (-18)
6.8% less ownership
Funds ownership: 126.05% → 119.25% (-6.8%)
15% less capital invested
Capital invested by funds: $13.1B → $11.1B (-$1.94B)
19% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 182
20% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 82
52% less funds holding in top 10
Funds holding in top 10: 23 → 11 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$486M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$137M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$66.2M |
| 4 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$59.3M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$58.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$408M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$199M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$169M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$167M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
-$131M |
PNR Hedge Fund Activity: Q2 2014 in Review
475 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2014, worth a combined $11.1B — down 15% from $13.1B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of PNR and 66 opened new positions — a net loss of 16 holders — while 182 trimmed existing stakes and 148 added.
The largest buyer was Norges Bank, adding an estimated $486M. The largest seller was BlackRock Institutional Trust, exiting entirely with an estimated $408M sold.
- 475 institutional investors held Pentair (PNR) as of Q2 2014, down from 493 in Q1 2014.
- Funds reported $11.1B of Pentair stock for Q2 2014, down 15% quarter-over-quarter.
- 66 funds opened new Pentair positions in Q2 2014 and 82 closed out, a net change of -16 holders.
- The largest Pentair buyer in Q2 2014 was Norges Bank, an estimated $486M added.
- The largest Pentair seller in Q2 2014 was BlackRock Institutional Trust, an estimated $408M sold.
Based on aggregated 13F filings for Q2 2014.