Pentair
448 hedge funds and large institutions have $5.45B invested in Pentair in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 157 increasing their positions, 152 reducing their positions, and 51 closing their positions.
327% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $3.18M
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
3% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 152
0.74% more ownership
Funds ownership: 85.1% → 85.84% (+0.74%)
3% less capital invested
Capital invested by funds: $5.61B → $5.45B (-$161M)
10% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 51
2% less funds holding
Funds holding: 455 → 448 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$102M |
| 2 |
BlackRock
New York
|
+$73.3M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$30M |
| 4 |
State Street
Boston,
Massachusetts
|
+$24.4M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$131M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$40.7M |
| 3 |
Bank of New York Mellon
New York
|
-$37.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$36.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$25.8M |
PNR Hedge Fund Activity: Q3 2019 in Review
448 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q3 2019, worth a combined $5.45B — down 2.9% from $5.61B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of PNR and 46 opened new positions — a net loss of 5 holders — while 152 trimmed existing stakes and 157 added.
The largest buyer was Parnassus Investments, adding an estimated $102M. The largest seller was Citadel Advisors, cutting an estimated $131M.
- 448 institutional investors held Pentair (PNR) as of Q3 2019, down from 455 in Q2 2019.
- Funds reported $5.45B of Pentair stock for Q3 2019, down 2.9% quarter-over-quarter.
- 46 funds opened new Pentair positions in Q3 2019 and 51 closed out, a net change of -5 holders.
- The largest Pentair buyer in Q3 2019 was Parnassus Investments, an estimated $102M added.
- The largest Pentair seller in Q3 2019 was Citadel Advisors, an estimated $131M sold.
Based on aggregated 13F filings for Q3 2019.