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464 hedge funds and large institutions have $8.35B invested in Pentair in 2016 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 150 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $76.4M | Put options by funds: $18.7M

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

5% more capital invested

Capital invested by funds: $7.92B → $8.35B (+$429M)

3% more funds holding

Funds holding: 451464 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.17% less ownership

Funds ownership: 132.26%128.09% (-4.2%)

14% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 174

Holders
464
Holders Change
+13
Holders Change %
+2.88%
% of All Funds
12.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
150
Reduced
174
Closed
42
Calls
$76.4M
Puts
$18.7M
Net Calls
+$57.8M
Net Calls Change
+$66.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
276
Brown Advisory
Maryland
$387K -$154K -4,775 -31%
MCM
277
McRae Capital Management
New Jersey
$375K +$333K +10,295 New
MCA
278
Morris Capital Advisors
Pennsylvania
$360K +$32.8K +1,016 +11%
KIA
279
KCM Investment Advisors
California
$360K +$44.3K +1,371 +16%
WSCM
280
Wellington Shields Capital Management
New York
$356K
Cambridge Investment Research Advisors
281
Cambridge Investment Research Advisors
Iowa
$354K +$42.2K +1,304 +15%
AIM
282
Allen Investment Management
New York
$352K
AB
283
Amalgamated Bank
New York
$350K +$82.8K +2,562 +36%
MC
284
Moors & Cabot
Massachusetts
$350K +$313K +9,676 New
TMAM
285
Tokio Marine Asset Management
Japan
$348K -$32.8K -1,015 -10%
BRWA
286
B. Riley Wealth Advisors
Florida
$347K -$38.7K -1,197 -11%
RC
287
RegentAtlantic Capital
New Jersey
$345K -$19.7K -610 -6%
RJT
288
Raymond James Trust
Florida
$342K +$13K +401 +4%
CB
289
Commerce Bank
Missouri
$328K -$167K -5,164 -36%
MA
290
Marshwinds Advisory
Georgia
$327K +$65 +2 +0%
RC
291
RBF Capital
California
$326K
LPL Financial
292
LPL Financial
California
$324K -$56K -1,732 -16%
FB
293
Fulton Bank
Pennsylvania
$319K -$24.9K -771 -8%
JIC
294
Johnson Investment Counsel
Ohio
$317K -$178K -5,509 -39%
VKH
295
Virtu KCG Holdings
New York
$301K -$744K -23,006 -74%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$301K +$51.4K +1,589 +24%
CTC
297
Central Trust Company
Missouri
$300K +$5.59K +173 +2%
CPA
298
Capital Planning Advisors
California
$298K -$5.75K -178 -2%
Thrivent Financial for Lutherans
299
Thrivent Financial for Lutherans
Minnesota
$289K +$14K +432 +6%
BHC
300
Bowen Hanes & Co
Florida
$285K -$13.8M -427,812 -98%

PNR Hedge Fund Activity: Q1 2016 in Review

464 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2016, worth a combined $8.35B — up 5.4% from $7.92B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PNR positions and 42 closed out — a net gain of 18 holders — while 150 added to existing stakes and 174 trimmed.

The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $55.4M. The largest seller was Goldman Sachs, cutting an estimated $133M.

  • 464 institutional investors held Pentair (PNR) as of Q1 2016, up from 451 in Q4 2015.
  • Funds reported $8.35B of Pentair stock for Q1 2016, up 5.4% quarter-over-quarter.
  • 60 funds opened new Pentair positions in Q1 2016 and 42 closed out, a net change of +18 holders.
  • The largest Pentair buyer in Q1 2016 was ACR Alpine Capital Research, an estimated $55.4M added.
  • The largest Pentair seller in Q1 2016 was Goldman Sachs, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2016.