Pentair
494 hedge funds and large institutions have $13.1B invested in Pentair in 2014 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 160 increasing their positions, 191 reducing their positions, and 39 closing their positions.
64% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 39
14% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $11.3M
4% more funds holding
Funds holding: 476 → 494 (+18)
3.7% more ownership
Funds ownership: 122.35% → 126.05% (+3.7%)
3% more capital invested
Capital invested by funds: $12.7B → $13.1B (+$351M)
4% less funds holding in top 10
Funds holding in top 10: 24 → 23 (-1)
16% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 191
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$223M |
| 2 |
Primecap Management
Pasadena,
California
|
+$95.1M |
| 3 |
O
OppenheimerFunds
New York
|
+$65.5M |
| 4 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$65.4M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$64.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
-$191M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$98.9M |
| 3 |
State Street
Boston,
Massachusetts
|
-$72.2M |
| 4 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$67.3M |
| 5 |
JP Morgan Chase
New York
|
-$64.5M |
PNR Hedge Fund Activity: Q1 2014 in Review
494 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2014, worth a combined $13.1B — up 2.8% from $12.7B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new PNR positions and 39 closed out — a net gain of 25 holders — while 160 added to existing stakes and 191 trimmed.
The largest buyer was Norges Bank, adding an estimated $223M. The largest seller was Glenview Capital Management, cutting an estimated $191M.
- 494 institutional investors held Pentair (PNR) as of Q1 2014, up from 476 in Q4 2013.
- Funds reported $13.1B of Pentair stock for Q1 2014, up 2.8% quarter-over-quarter.
- 64 funds opened new Pentair positions in Q1 2014 and 39 closed out, a net change of +25 holders.
- The largest Pentair buyer in Q1 2014 was Norges Bank, an estimated $223M added.
- The largest Pentair seller in Q1 2014 was Glenview Capital Management, an estimated $191M sold.
Based on aggregated 13F filings for Q1 2014.