We are live on ! Find out more

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
PI
301
PineBridge Investments
New York
$307K +$291K +7,272 New
Asset Management One
302
Asset Management One
Japan
$302K -$701K -17,533 -71%
ECM
303
ETrade Capital Management
Virginia
$300K +$284K +7,119 New
FB
304
Fulton Bank
Pennsylvania
$299K -$4.39K -110 -2%
SI
305
SII Investments
Wisconsin
$297K -$8.67K -217 -3%
LPL Financial
306
LPL Financial
California
$292K +$6.51K +163 +2%
TF
307
Tompkins Financial
New York
$288K
KRSITF
308
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$284K -$53.1K -1,328 -16%
KBFS
309
Kohmann Bosshard Financial Services
Ohio
$283K
RHBC
310
R.H. Bluestein & Co
Michigan
$283K
NA
311
Neuburgh Advisers
California
$283K +$24.7K +619 +10%
ECM
312
Everence Capital Management
Indiana
$281K
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$275K -$83.7K -2,095 -24%
IR
314
Invictus RG
Bermuda
$273K -$22.8K -571 -8%
KeyBank National Association
315
KeyBank National Association
Ohio
$272K +$1.44K +36 +0.6%
MSV
316
MN Services Vermogensbeheer
Netherlands
$270K +$16.2K +406 +6%
SW
317
SVB Wealth
Massachusetts
$268K +$16.3K +409 +7%
BFS
318
Bradley Foster & Sargent
Connecticut
$266K
Creative Planning
319
Creative Planning
Kansas
$263K -$34.3K -858 -12%
PA
320
Profund Advisors
Maryland
$261K -$104K -2,613 -30%
PCM
321
Prelude Capital Management
New York
$260K +$211K +5,293 +610%
TSS
322
Two Sigma Securities
New York
$259K +$246K +6,148 New
GG
323
Gofen & Glossberg
Illinois
$258K -$4.71K -118 -2%
QT
324
Quantbot Technologies
New York
$258K +$83.7K +2,094 +52%
Federated Hermes
325
Federated Hermes
Pennsylvania
$257K -$220K -5,511 -47%

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.