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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
MHIC
326
Marble Harbor Investment Counsel
Massachusetts
$257K
CC
327
ClearArc Capital
Ohio
$257K +$1.64K +41 +0.7%
FRM
328
Fox Run Management
Connecticut
$257K +$244K +6,105 New
EFSCE
329
Enterprise Financial Services Corp (EFSC)
Missouri
$256K -$7.75K -194 -3%
TBA
330
Tower Bridge Advisors
Pennsylvania
$250K
WI
331
WrapManager Inc
California
$244K +$12.9K +322 +6%
CI
332
Conning Inc
Connecticut
$242K -$19K -475 -8%
SWP
333
Stratos Wealth Partners
Ohio
$242K +$230K +5,746 New
Bank of Nova Scotia
334
Bank of Nova Scotia
Ontario, Canada
$239K -$2.36K -59 -1%
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$234K
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$233K -$7.07K -177 -3%
LNWWM
337
Laird Norton Wetherby Wealth Management
California
$233K +$221K +5,529 New
AL
338
Airain Ltd
Guernsey
$229K -$592K -14,811 -73%
ICOA
339
Investment Centers of America
North Dakota
$225K -$59.1K -1,478 -22%
GLRA
340
Gerald L. Ray & Associates
Texas
$221K +$210K +5,252 New
BWAM
341
Boyd Watterson Asset Management
Ohio
$218K -$389K -9,745 -65%
CIAN
342
Capstone Investment Advisors (Netherlands)
New York
$218K +$206K +5,162 New
GXMC
343
Global X Management Company
New York
$217K +$52.1K +1,304 +34%
BUB
344
BBVA USA Bancshares
Texas
$215K +$204K +5,098 New
HDIM
345
Hanson & Doremus Investment Management
Vermont
$213K
LS
346
Livforsakringsbolaget Skandia
Sweden
$209K -$577K -14,444 -74%
CAN
347
Cetera Advisor Networks
California
$208K -$22.7K -568 -10%
WSCM
348
Wellington Shields Capital Management
New York
$208K +$197K +4,938 New
NFG
349
Next Financial Group
Texas
$207K -$243K -6,090 -56%
FA
350
FDx Advisors
Illinois
$207K +$196K +4,906 New

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.