Pentair
500 hedge funds and large institutions have $8.93B invested in Pentair in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 152 increasing their positions, 162 reducing their positions, and 50 closing their positions.
100% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 50
22% more call options, than puts
Call options by funds: $9.23M | Put options by funds: $7.54M
9% more funds holding
Funds holding: 458 → 500 (+42)
6.79% more ownership
Funds ownership: 123.65% → 130.44% (+6.8%)
6% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 162
7% less capital invested
Capital invested by funds: $9.63B → $8.93B (-$708M)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$833M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$60M |
| 3 |
Legal & General Group
London,
United Kingdom
|
+$46.5M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$42.6M |
| 5 |
Renaissance Technologies
New York
|
+$38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$315M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$187M |
| 3 |
Goldman Sachs
New York
|
-$114M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$71.1M |
| 5 |
AI
Axiom Investors
Greenwich,
Connecticut
|
-$45.2M |
PNR Hedge Fund Activity: Q4 2016 in Review
500 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2016, worth a combined $8.93B — down 7.4% from $9.63B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new PNR positions and 50 closed out — a net gain of 50 holders — while 152 added to existing stakes and 162 trimmed.
The largest buyer was Trian Fund Management, opening a new position worth an estimated $833M. The largest seller was T. Rowe Price Associates, cutting an estimated $315M.
- 500 institutional investors held Pentair (PNR) as of Q4 2016, up from 458 in Q3 2016.
- Funds reported $8.93B of Pentair stock for Q4 2016, down 7.4% quarter-over-quarter.
- 100 funds opened new Pentair positions in Q4 2016 and 50 closed out, a net change of +50 holders.
- The largest Pentair buyer in Q4 2016 was Trian Fund Management, an estimated $833M added.
- The largest Pentair seller in Q4 2016 was T. Rowe Price Associates, an estimated $315M sold.
Based on aggregated 13F filings for Q4 2016.