Pentair
PNR
458 hedge funds and large institutions have $9.63B invested in Pentair in 2016 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 200 reducing their positions, and 44 closing their positions.
9% more capital invested
Capital invested by funds: $8.86B → $9.63B (+$776M)
1.61% less ownership
Funds ownership: 125.26% → 123.65% (-1.6%)
4% less funds holding
Funds holding: 475 → 458 (-17)
17% less call options, than puts
Call options by funds: $12.2M | Put options by funds: $14.8M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
27% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 44
39% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 200
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$131M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$89.3M |
| 3 |
ClearBridge Investments
New York
|
+$62.2M |
| 4 |
O
OppenheimerFunds
New York
|
+$45.4M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
+$41.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Institutional Capital
Chicago,
Illinois
|
-$161M |
| 2 |
SG Americas Securities
New York
|
-$46.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$39M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$33.5M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$28.8M |
PNR Hedge Fund Activity: Q3 2016 in Review
458 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q3 2016, worth a combined $9.63B — up 8.8% from $8.86B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of PNR and 32 opened new positions — a net loss of 12 holders — while 200 trimmed existing stakes and 123 added.
The largest buyer was Goldman Sachs, adding an estimated $131M. The largest seller was Institutional Capital, cutting an estimated $161M.
- 458 institutional investors held Pentair (PNR) as of Q3 2016, down from 475 in Q2 2016.
- Funds reported $9.63B of Pentair stock for Q3 2016, up 8.8% quarter-over-quarter.
- 32 funds opened new Pentair positions in Q3 2016 and 44 closed out, a net change of -12 holders.
- The largest Pentair buyer in Q3 2016 was Goldman Sachs, an estimated $131M added.
- The largest Pentair seller in Q3 2016 was Institutional Capital, an estimated $161M sold.
Based on aggregated 13F filings for Q3 2016.