Pentair
440 hedge funds and large institutions have $5.25B invested in Pentair in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 163 reducing their positions, and 64 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
23% more capital invested
Capital invested by funds: $4.28B → $5.25B (+$967M)
10% more call options, than puts
Call options by funds: $5.48M | Put options by funds: $4.97M
5% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 64
1% less funds holding
Funds holding: 445 → 440 (-5)
3.35% less ownership
Funds ownership: 86.4% → 83.05% (-3.4%)
15% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$82.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$46.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$25.1M |
| 4 |
SG Americas Securities
New York
|
+$22.7M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$288M |
| 2 |
BlackRock
New York
|
-$130M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$29.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.8M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$23.7M |
PNR Hedge Fund Activity: Q2 2020 in Review
440 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2020, worth a combined $5.25B — up 23% from $4.28B a quarter earlier.
Sellers outnumbered buyers: 64 funds closed out of PNR and 61 opened new positions — a net loss of 3 holders — while 163 trimmed existing stakes and 139 added.
The largest buyer was Nordea Investment Management, adding an estimated $82.9M. The largest seller was Parnassus Investments, exiting entirely with an estimated $288M sold.
- 440 institutional investors held Pentair (PNR) as of Q2 2020, down from 445 in Q1 2020.
- Funds reported $5.25B of Pentair stock for Q2 2020, up 23% quarter-over-quarter.
- 61 funds opened new Pentair positions in Q2 2020 and 64 closed out, a net change of -3 holders.
- The largest Pentair buyer in Q2 2020 was Nordea Investment Management, an estimated $82.9M added.
- The largest Pentair seller in Q2 2020 was Parnassus Investments, an estimated $288M sold.
Based on aggregated 13F filings for Q2 2020.