Pentair
PNR
515 hedge funds and large institutions have $6.53B invested in Pentair in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 167 increasing their positions, 180 reducing their positions, and 43 closing their positions.
56% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 43
18% more capital invested
Capital invested by funds: $5.51B → $6.53B (+$1.01B)
4% more funds holding
Funds holding: 496 → 515 (+19)
0.12% more ownership
Funds ownership: 85.3% → 85.42% (+0.12%)
7% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 180
13% less call options, than puts
Call options by funds: $9.63M | Put options by funds: $11M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$93.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$70.4M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$66.6M |
| 4 |
D.E. Shaw & Co
New York
|
+$34.1M |
| 5 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$324M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$64.2M |
| 3 |
TG
TCW Group
Los Angeles,
California
|
-$38.6M |
| 4 |
Morgan Stanley
New York
|
-$36.1M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$31.1M |
PNR Hedge Fund Activity: Q1 2019 in Review
515 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2019, worth a combined $6.53B — up 18% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new PNR positions and 43 closed out — a net gain of 24 holders — while 167 added to existing stakes and 180 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $93.5M. The largest seller was Trian Fund Management, exiting entirely with an estimated $324M sold.
- 515 institutional investors held Pentair (PNR) as of Q1 2019, up from 496 in Q4 2018.
- Funds reported $6.53B of Pentair stock for Q1 2019, up 18% quarter-over-quarter.
- 67 funds opened new Pentair positions in Q1 2019 and 43 closed out, a net change of +24 holders.
- The largest Pentair buyer in Q1 2019 was Citadel Advisors, an estimated $93.5M added.
- The largest Pentair seller in Q1 2019 was Trian Fund Management, an estimated $324M sold.
Based on aggregated 13F filings for Q1 2019.