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475 hedge funds and large institutions have $8.86B invested in Pentair in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

6% more capital invested

Capital invested by funds: $8.35B → $8.86B (+$507M)

2% more funds holding

Funds holding: 464475 (+11)

0% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 156

2.83% less ownership

Funds ownership: 128.09%125.26% (-2.8%)

40% less call options, than puts

Call options by funds: $7.93M | Put options by funds: $13.1M

Holders
475
Holders Change
+11
Holders Change %
+2.37%
% of All Funds
12.67%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
61
Increased
156
Reduced
156
Closed
41
Calls
$7.93M
Puts
$13.1M
Net Calls
-$5.2M
Net Calls Change
-$63M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
326
ClearArc Capital
Ohio
$255K -$5.21K -134 -2%
EFSCE
327
Enterprise Financial Services Corp (EFSC)
Missouri
$254K +$250K +6,418 +8,673%
Daiwa Securities Group
328
Daiwa Securities Group
Japan
$244K
GG
329
Gofen & Glossberg
Illinois
$243K +$3.38K +87 +1%
BAC
330
Boys Arnold & Co
North Carolina
$242K +$240K +6,182 New
BMM
331
Buffington Mohr McNeal
Idaho
$239K
NPC
332
National Planning Corporation
California
$232K +$700 +18 +0.3%
TBA
333
Tower Bridge Advisors
Pennsylvania
$232K
MIS
334
Morningstar Investment Services
Illinois
$231K +$7.85K +202 +4%
MSV
335
MN Services Vermogensbeheer
Netherlands
$227K -$7.58K -195 -3%
BUB
336
BBVA USA Bancshares
Texas
$225K -$53.9K -1,386 -19%
MCM
337
Murphy Capital Management
New Jersey
$221K
Creative Planning
338
Creative Planning
Kansas
$218K -$7.7K -198 -3%
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$218K
HDIM
340
Hanson & Doremus Investment Management
Vermont
$215K
WI
341
WrapManager Inc
California
$212K +$210K +5,405 New
Pacer Advisors
342
Pacer Advisors
Pennsylvania
$211K +$17.9K +460 +9%
Bank of Nova Scotia
343
Bank of Nova Scotia
Ontario, Canada
$211K +$210K +5,401 New
LNWWM
344
Laird Norton Wetherby Wealth Management
California
$210K +$208K +5,356 New
NFG
345
Next Financial Group
Texas
$209K +$40.5K +1,042 +24%
SSA
346
Schonfeld Strategic Advisors
New York
$205K -$80.7K -2,076 -28%
GLRA
347
Gerald L. Ray & Associates
Texas
$205K +$204K +5,252 New
SEC
348
Seven Eight Capital
New York
$189K +$188K +4,839 New
BFEC
349
Benjamin F. Edwards & Company
Missouri
$184K -$28.1K -722 -13%
WTC
350
WhitTier Trust Company
Nevada
$176K

PNR Hedge Fund Activity: Q2 2016 in Review

475 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2016, worth a combined $8.86B — up 6.1% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PNR positions and 41 closed out — a net gain of 20 holders — while 156 added to existing stakes and 156 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $234M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $188M sold.

  • 475 institutional investors held Pentair (PNR) as of Q2 2016, up from 464 in Q1 2016.
  • Funds reported $8.86B of Pentair stock for Q2 2016, up 6.1% quarter-over-quarter.
  • 61 funds opened new Pentair positions in Q2 2016 and 41 closed out, a net change of +20 holders.
  • The largest Pentair buyer in Q2 2016 was Fidelity Investments, an estimated $234M added.
  • The largest Pentair seller in Q2 2016 was Waddell & Reed Financial, an estimated $188M sold.

Based on aggregated 13F filings for Q2 2016.