Pentair
496 hedge funds and large institutions have $5.51B invested in Pentair in 2018 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 173 reducing their positions, and 80 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
0.91% less ownership
Funds ownership: 86.21% → 85.3% (-0.91%)
4% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 80
2% less funds holding
Funds holding: 504 → 496 (-8)
14% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 173
16% less capital invested
Capital invested by funds: $6.55B → $5.51B (-$1.04B)
61% less call options, than puts
Call options by funds: $4.66M | Put options by funds: $12M
Top Buyers
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$85.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$61.7M |
| 3 |
Impax Asset Management Group
London,
United Kingdom
|
+$58.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$49.6M |
| 5 |
AC
Ashler Capital
Chicago,
Illinois
|
+$28.3M |
Top Sellers
| 1 |
TFM
Trian Fund Management
New York
|
-$140M |
| 2 |
SSM
Sound Shore Management
Greenwich,
Connecticut
|
-$134M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$94.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$84.7M |
| 5 |
JP Morgan Chase
New York
|
-$36.9M |
PNR Hedge Fund Activity: Q4 2018 in Review
496 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2018, worth a combined $5.51B — down 16% from $6.55B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of PNR and 77 opened new positions — a net loss of 3 holders — while 173 trimmed existing stakes and 149 added.
The largest buyer was Vanguard Group, adding an estimated $85.5M. The largest seller was Trian Fund Management, cutting an estimated $140M.
- 496 institutional investors held Pentair (PNR) as of Q4 2018, down from 504 in Q3 2018.
- Funds reported $5.51B of Pentair stock for Q4 2018, down 16% quarter-over-quarter.
- 77 funds opened new Pentair positions in Q4 2018 and 80 closed out, a net change of -3 holders.
- The largest Pentair buyer in Q4 2018 was Vanguard Group, an estimated $85.5M added.
- The largest Pentair seller in Q4 2018 was Trian Fund Management, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2018.