Pentair
476 hedge funds and large institutions have $12.7B invested in Pentair in 2013 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 134 increasing their positions, 200 reducing their positions, and 32 closing their positions.
103% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 32
50% more funds holding in top 10
Funds holding in top 10: 16 → 24 (+8)
19% more capital invested
Capital invested by funds: $10.7B → $12.7B (+$2.01B)
7% more funds holding
Funds holding: 445 → 476 (+31)
3% less call options, than puts
Call options by funds: $9.87M | Put options by funds: $10.1M
1.02% less ownership
Funds ownership: 123.37% → 122.35% (-1%)
33% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 200
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$143M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$97.3M |
| 3 |
D.E. Shaw & Co
New York
|
+$63.4M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$43.8M |
| 5 |
Goldman Sachs
New York
|
+$22.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$101M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$49.4M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$48.6M |
| 5 |
O
OppenheimerFunds
New York
|
-$46.9M |
PNR Hedge Fund Activity: Q4 2013 in Review
476 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2013, worth a combined $12.7B — up 19% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new PNR positions and 32 closed out — a net gain of 33 holders — while 134 added to existing stakes and 200 trimmed.
The largest buyer was Ameriprise, adding an estimated $143M. The largest seller was Fidelity Investments, cutting an estimated $108M.
- 476 institutional investors held Pentair (PNR) as of Q4 2013, up from 445 in Q3 2013.
- Funds reported $12.7B of Pentair stock for Q4 2013, up 19% quarter-over-quarter.
- 65 funds opened new Pentair positions in Q4 2013 and 32 closed out, a net change of +33 holders.
- The largest Pentair buyer in Q4 2013 was Ameriprise, an estimated $143M added.
- The largest Pentair seller in Q4 2013 was Fidelity Investments, an estimated $108M sold.
Based on aggregated 13F filings for Q4 2013.