Pentair
PNR
445 hedge funds and large institutions have $10.7B invested in Pentair in 2013 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 132 increasing their positions, 190 reducing their positions, and 42 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 10 → 16 (+6)
14% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 42
11% more capital invested
Capital invested by funds: $9.59B → $10.7B (+$1.08B)
10% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $11.7M
1.35% more ownership
Funds ownership: 121.51% → 122.86% (+1.4%)
1% more funds holding
Funds holding: 441 → 445 (+4)
31% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 190
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$65.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$63.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$53.7M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$40.9M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
+$36.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$186M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$101M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$61.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$46.8M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$30.2M |
PNR Hedge Fund Activity: Q3 2013 in Review
445 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q3 2013, worth a combined $10.7B — up 11% from $9.59B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new PNR positions and 42 closed out — a net gain of 6 holders — while 132 added to existing stakes and 190 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $65.4M. The largest seller was Marsico Capital Management, cutting an estimated $186M.
- 445 institutional investors held Pentair (PNR) as of Q3 2013, up from 441 in Q2 2013.
- Funds reported $10.7B of Pentair stock for Q3 2013, up 11% quarter-over-quarter.
- 48 funds opened new Pentair positions in Q3 2013 and 42 closed out, a net change of +6 holders.
- The largest Pentair buyer in Q3 2013 was Lord, Abbett & Co, an estimated $65.4M added.
- The largest Pentair seller in Q3 2013 was Marsico Capital Management, an estimated $186M sold.
Based on aggregated 13F filings for Q3 2013.