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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
Robeco Institutional Asset Management
251
Robeco Institutional Asset Management
Netherlands
$638K +$18.3K +459 +3%
ACM
252
Argyle Capital Management
Pennsylvania
$628K
ERSOT
253
Employees Retirement System of Texas
Texas
$628K
FAAS
254
First Allied Advisory Services
California
$613K +$12.8K +321 +2%
UCFA
255
United Capital Financial Advisors
Texas
$612K -$19.2K -480 -3%
OAC
256
OMERS Administration Corp
Ontario, Canada
$603K +$571K +14,294 New
MCIM
257
Meadow Creek Investment Management
Georgia
$602K +$52.6K +1,317 +10%
WBC
258
Westpac Banking Corp
Australia
$600K +$569K +14,241 New
PK
259
Pflug Koory
Nebraska
$599K
SBIA
260
Sheaff Brock Investment Advisors
Indiana
$576K -$2.32K -58 -0.4%
BFA
261
Bragg Financial Advisors
North Carolina
$570K
AIM
262
Anchor Investment Management
South Carolina
$570K -$20.2K -506 -4%
IA
263
IndexIQ Advisors
New York
$562K -$2.66M -66,541 -83%
AC
264
Addison Capital
Pennsylvania
$540K +$512K +12,805 New
KIA
265
KCM Investment Advisors
California
$533K +$42.5K +1,064 +9%
MIFH
266
Migdal Insurance & Financial Holdings
Israel
$533K +$504K +12,615 New
EP
267
Elkfork Partners
Oregon
$496K +$43.3K +1,084 +10%
TA
268
Tiedemann Advisors
New York
$495K +$82.7K +2,070 +21%
ZCA
269
Zeke Capital Advisors
Pennsylvania
$494K +$469K +11,727 New
OI
270
Oakbrook Investments
Illinois
$493K -$23.8K -595 -5%
LMGAM
271
Liberty Mutual Group Asset Management
Massachusetts
$471K -$327K -8,192 -42%
GIA
272
Guyasuta Investment Advisors
Pennsylvania
$469K
CB
273
Commerce Bank
Missouri
$464K +$799 +20 +0.2%
JMPWA
274
JP Morgan Private Wealth Advisors
California
$461K +$32.8K +822 +8%
RCM
275
Riverhead Capital Management
Delaware
$449K +$35.9K +898 +9%

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.