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Palo Alto Networks

550 hedge funds and large institutions have $9.64B invested in Palo Alto Networks in 2016 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 190 increasing their positions, 180 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 68

5% more funds holding

Funds holding: 523550 (+27)

6% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 180

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

24% less capital invested

Capital invested by funds: $12.6B → $9.64B (-$2.99B)

25.91% less ownership

Funds ownership: 530.31%504.4% (-26%)

39% less call options, than puts

Call options by funds: $307M | Put options by funds: $500M

Holders
550
Holders Change
+27
Holders Change %
+5.16%
% of All Funds
13.75%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.4%
New
107
Increased
190
Reduced
180
Closed
68
Calls
$307M
Puts
$500M
Net Calls
-$194M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
476
Cornerstone Advisors (Washington)
Washington
$75K +$863 +36 +1%
FIB
477
First Interstate Bank
Montana
$75K +$85.7K +3,576 New
FMLI
478
Fukoku Mutual Life Insurance
Japan
$69K
PO
479
Private Ocean
California
$63K -$71.9K -3,000 -50%
KTC
480
Kistler-Tiffany Companies
Pennsylvania
$63K
CFD
481
Creative Financial Designs
Indiana
$63K +$71.9K +3,000 New
AssetMark Inc
482
AssetMark Inc
California
$55K +$11.8K +492 +23%
RFS
483
Rockefeller Financial Services
New York
$54K +$61.5K +2,568 New
TCOV
484
Trust Company of Vermont
Vermont
$53K +$14.4K +600 +31%
SSB
485
Sandy Spring Bank
Maryland
$53K +$17K +708 +39%
PMFA
486
Plante Moran Financial Advisors
Michigan
$52K -$3.02K -126 -5%
HCM
487
Highlander Capital Management
New Jersey
$50K
ACM
488
AUA Capital Management
Pennsylvania
$47K +$53.9K +2,250 New
EWM
489
Evercore Wealth Management
New York
$44K
KF
490
Krilogy Financial
Missouri
$41K +$3.59K +150 +8%
BKA
491
Brick & Kyle Associates
Pennsylvania
$38K
GBT
492
Grove Bank & Trust
Florida
$38K +$37.1K +1,548 +614%
SQA
493
Simon Quick Advisors
New Jersey
$38K +$43.8K +1,830 New
CF
494
CenterStar Fund
Illinois
$37K
CCMW
495
Cypress Capital Management (Wyoming)
Wyoming
$35.6K -$33.1K -1,380 -45%
SBL
496
Sargent Bickham Lagudis
Colorado
$34K
BBHC
497
Brown Brothers Harriman & Co
New York
$33K
SFS
498
Sowell Financial Services
Arkansas
$31K +$28.8K +1,200 New
RFA
499
Reilly Financial Advisors
California
$31K +$35.9K +1,500 New
SWA
500
Sutton Wealth Advisors
Florida
$29.4K -$20.8K -870 -38%

PANW Hedge Fund Activity: Q4 2016 in Review

550 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Palo Alto Networks (PANW) for Q4 2016, worth a combined $9.64B — down 24% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PANW positions and 68 closed out — a net gain of 39 holders — while 190 added to existing stakes and 180 trimmed.

The largest buyer was CI Global Investments, adding an estimated $185M. The largest seller was T. Rowe Price Associates, cutting an estimated $227M.

  • 550 institutional investors held Palo Alto Networks (PANW) as of Q4 2016, up from 523 in Q3 2016.
  • Funds reported $9.64B of Palo Alto Networks stock for Q4 2016, down 24% quarter-over-quarter.
  • 107 funds opened new Palo Alto Networks positions in Q4 2016 and 68 closed out, a net change of +39 holders.
  • The largest Palo Alto Networks buyer in Q4 2016 was CI Global Investments, an estimated $185M added.
  • The largest Palo Alto Networks seller in Q4 2016 was T. Rowe Price Associates, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2016.