Pentair
512 hedge funds and large institutions have $6.49B invested in Pentair in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 64 increasing their positions, 392 reducing their positions, and 82 closing their positions.
119% more call options, than puts
Call options by funds: $10.8M | Put options by funds: $4.92M
6% less funds holding
Funds holding: 544 → 512 (-32)
33% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 82
39% less capital invested
Capital invested by funds: $10.7B → $6.49B (-$4.17B)
43.75% less ownership
Funds ownership: 130.23% → 86.48% (-44%)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
84% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 392
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Gates Capital Management
New York
|
+$86.7M |
| 2 |
Two Sigma Investments
New York
|
+$32.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$23.5M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$21.8M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$414M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$397M |
| 3 |
BlackRock
New York
|
-$270M |
| 4 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$236M |
| 5 |
State Street
Boston,
Massachusetts
|
-$221M |
PNR Hedge Fund Activity: Q2 2018 in Review
512 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2018, worth a combined $6.49B — down 39% from $10.7B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of PNR and 55 opened new positions — a net loss of 27 holders — while 392 trimmed existing stakes and 64 added.
The largest buyer was Gates Capital Management, opening a new position worth an estimated $86.7M. The largest seller was Trian Fund Management, cutting an estimated $414M.
- 512 institutional investors held Pentair (PNR) as of Q2 2018, down from 544 in Q1 2018.
- Funds reported $6.49B of Pentair stock for Q2 2018, down 39% quarter-over-quarter.
- 55 funds opened new Pentair positions in Q2 2018 and 82 closed out, a net change of -27 holders.
- The largest Pentair buyer in Q2 2018 was Gates Capital Management, an estimated $86.7M added.
- The largest Pentair seller in Q2 2018 was Trian Fund Management, an estimated $414M sold.
Based on aggregated 13F filings for Q2 2018.