Pentair
493 hedge funds and large institutions have $10.4B invested in Pentair in 2017 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 167 increasing their positions, 173 reducing their positions, and 44 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
7% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 44
4% more capital invested
Capital invested by funds: $9.98B → $10.4B (+$446M)
0% more funds holding
Funds holding: 493 → 493 (0)
3% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 173
2.21% less ownership
Funds ownership: 130.23% → 128.02% (-2.2%)
73% less call options, than puts
Call options by funds: $9.41M | Put options by funds: $35.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$56.9M |
| 2 |
TFM
Trian Fund Management
New York
|
+$56.1M |
| 3 |
BlackRock
New York
|
+$38.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$37.7M |
| 5 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$86.1M |
| 2 |
State Street
Boston,
Massachusetts
|
-$55.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.9M |
| 4 |
D.E. Shaw & Co
New York
|
-$27.3M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$27M |
PNR Hedge Fund Activity: Q2 2017 in Review
493 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2017, worth a combined $10.4B — up 4.5% from $9.98B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new PNR positions and 44 closed out — a net gain of 3 holders — while 167 added to existing stakes and 173 trimmed.
The largest buyer was Lord, Abbett & Co, adding an estimated $56.9M. The largest seller was Franklin Resources, cutting an estimated $86.1M.
- 493 institutional investors held Pentair (PNR) as of Q2 2017, unchanged from Q1 2017.
- Funds reported $10.4B of Pentair stock for Q2 2017, up 4.5% quarter-over-quarter.
- 47 funds opened new Pentair positions in Q2 2017 and 44 closed out, a net change of +3 holders.
- The largest Pentair buyer in Q2 2017 was Lord, Abbett & Co, an estimated $56.9M added.
- The largest Pentair seller in Q2 2017 was Franklin Resources, an estimated $86.1M sold.
Based on aggregated 13F filings for Q2 2017.