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492 hedge funds and large institutions have $9.98B invested in Pentair in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 163 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $11.5M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

12% more capital invested

Capital invested by funds: $8.93B → $9.98B (+$1.06B)

0% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 59

0.18% less ownership

Funds ownership: 130.44%130.26% (-0.18%)

1% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 163

2% less funds holding

Funds holding: 500492 (-8)

Holders
492
Holders Change
-8
Holders Change %
-1.6%
% of All Funds
12.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
59
Increased
161
Reduced
163
Closed
59
Calls
$37.7M
Puts
$11.5M
Net Calls
+$26.2M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
226
Virtu KCG Holdings
New York
$893K -$1.03M -25,751 -55%
AIP
227
Ameritas Investment Partners
Nebraska
$887K +$83.3K +2,085 +11%
SIM
228
Sentry Investment Management
Wisconsin
$848K -$36.9K -924 -4%
PTC
229
Private Trust Company
Ohio
$831K +$788K +19,731 New
PWP
230
Private Wealth Partners
California
$821K
TH
231
Timber Hill
Connecticut
$819K +$298K +7,463 +62%
PP
232
Paloma Partners
Connecticut
$803K -$2.25M -56,378 -75%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$800K +$48.5K +1,214 +7%
DCM
234
Dynamic Capital Management
Jersey
$795K +$232K +5,804 +44%
MCM
235
Manchester Capital Management
Vermont
$790K -$6.83K -171 -0.9%
COPPSERS
236
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$779K +$168K +4,196 +29%
CSS
237
Cubist Systematic Strategies
Connecticut
$772K +$321K +8,025 +78%
Susquehanna International Group
238
Susquehanna International Group
Pennsylvania
$737K -$1.35M -33,871 -66%
AB
239
Amalgamated Bank
New York
$734K +$40K +1,002 +6%
CAM
240
Capstone Asset Management
Texas
$731K -$38.6K -966 -5%
CIC
241
Carnegie Investment Counsel
Ohio
$717K -$47.2K -1,182 -7%
CCWA
242
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$697K +$661K +16,535 New
KMC
243
Kirr Marbach & Co
Indiana
$695K
IB
244
Intrust Bank
Kansas
$688K -$38.6K -966 -6%
BFA
245
Benedict Financial Advisors
Georgia
$687K +$39.6K +992 +6%
NB
246
Norinchukin Bank
Japan
$682K +$43K +1,075 +7%
KRS
247
Kentucky Retirement Systems
Kentucky
$673K -$84.1K -2,104 -12%
LP
248
LMR Partners
United Kingdom
$667K +$631K +15,800 New
Two Sigma Investments
249
Two Sigma Investments
New York
$658K -$11.7M -293,639 -95%
LSERS
250
Louisiana State Employees Retirement System
Louisiana
$647K -$11.9K -298 -2%

PNR Hedge Fund Activity: Q1 2017 in Review

492 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2017, worth a combined $9.98B — up 12% from $8.93B a quarter earlier.

Fund positioning in PNR was balanced in Q1 2017: 59 funds opened new positions, 59 closed out, 161 added to existing stakes and 163 trimmed.

The largest buyer was BlackRock, adding an estimated $647M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $252M sold.

  • 492 institutional investors held Pentair (PNR) as of Q1 2017, down from 500 in Q4 2016.
  • Funds reported $9.98B of Pentair stock for Q1 2017, up 12% quarter-over-quarter.
  • 59 funds opened new Pentair positions in Q1 2017 and 59 closed out, a net change of 0 holders.
  • The largest Pentair buyer in Q1 2017 was BlackRock, an estimated $647M added.
  • The largest Pentair seller in Q1 2017 was Massachusetts Financial Services, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2017.