Pentair
445 hedge funds and large institutions have $4.28B invested in Pentair in 2020 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 150 increasing their positions, 149 reducing their positions, and 87 closing their positions.
108% more call options, than puts
Call options by funds: $6.19M | Put options by funds: $2.98M
1% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 149
1.61% less ownership
Funds ownership: 88.01% → 86.4% (-1.6%)
8% less funds holding
Funds holding: 483 → 445 (-38)
37% less capital invested
Capital invested by funds: $6.78B → $4.28B (-$2.5B)
39% less first-time investments, than exits
New positions opened: 53 | Existing positions closed: 87
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
+$60.3M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$27.1M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
+$22.9M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$19.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
-$83M |
| 2 |
State Street
Boston,
Massachusetts
|
-$32.6M |
| 3 |
MWNA
Marshall Wace North America
New York
|
-$30.3M |
| 4 |
BlackRock
New York
|
-$28M |
| 5 |
Korea Investment Corp
Seoul,
South Korea
|
-$25.7M |
PNR Hedge Fund Activity: Q1 2020 in Review
445 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2020, worth a combined $4.28B — down 37% from $6.78B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of PNR and 53 opened new positions — a net loss of 34 holders — while 149 trimmed existing stakes and 150 added.
The largest buyer was Impax Asset Management Group, adding an estimated $60.3M. The largest seller was Parnassus Investments, cutting an estimated $83M.
- 445 institutional investors held Pentair (PNR) as of Q1 2020, down from 483 in Q4 2019.
- Funds reported $4.28B of Pentair stock for Q1 2020, down 37% quarter-over-quarter.
- 53 funds opened new Pentair positions in Q1 2020 and 87 closed out, a net change of -34 holders.
- The largest Pentair buyer in Q1 2020 was Impax Asset Management Group, an estimated $60.3M added.
- The largest Pentair seller in Q1 2020 was Parnassus Investments, an estimated $83M sold.
Based on aggregated 13F filings for Q1 2020.