Pentair
475 hedge funds and large institutions have $8.86B invested in Pentair in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 156 reducing their positions, and 41 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
49% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 41
6% more capital invested
Capital invested by funds: $8.35B → $8.86B (+$507M)
2% more funds holding
Funds holding: 464 → 475 (+11)
0% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 156
2.83% less ownership
Funds ownership: 128.09% → 125.26% (-2.8%)
40% less call options, than puts
Call options by funds: $7.93M | Put options by funds: $13.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$234M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$85.7M |
| 3 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$44.2M |
| 4 |
ACM
Argent Capital Management
St Louis,
Missouri
|
+$37.8M |
| 5 |
SG Americas Securities
New York
|
+$37.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$188M |
| 2 |
IC
Institutional Capital
Chicago,
Illinois
|
-$149M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$97.5M |
| 4 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
-$62.5M |
| 5 |
GCM
Glenview Capital Management
New York
|
-$58.4M |
PNR Hedge Fund Activity: Q2 2016 in Review
475 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2016, worth a combined $8.86B — up 6.1% from $8.35B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new PNR positions and 41 closed out — a net gain of 20 holders — while 156 added to existing stakes and 156 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $234M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $188M sold.
- 475 institutional investors held Pentair (PNR) as of Q2 2016, up from 464 in Q1 2016.
- Funds reported $8.86B of Pentair stock for Q2 2016, up 6.1% quarter-over-quarter.
- 61 funds opened new Pentair positions in Q2 2016 and 41 closed out, a net change of +20 holders.
- The largest Pentair buyer in Q2 2016 was Fidelity Investments, an estimated $234M added.
- The largest Pentair seller in Q2 2016 was Waddell & Reed Financial, an estimated $188M sold.
Based on aggregated 13F filings for Q2 2016.