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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
Canada Pension Plan Investment Board
351
Canada Pension Plan Investment Board
Ontario, Canada
$93K +$9.63K +298 +13%
CLOS
352
Compagnie Lombard Odier SCmA
Switzerland
$87K +$77.5K +2,397 New
PHK
353
Point72 Hong Kong
Hong Kong
$81K +$67.4K +2,085 +1,399%
Geode Capital Management
354
Geode Capital Management
Massachusetts
$80.8K +$2.27M +70,207 +3%
MAM
355
Mizuho Asset Management
Japan
$78K -$42.8K -1,324 -42%
Toronto Dominion Bank
356
Toronto Dominion Bank
Ontario, Canada
$77K -$198K -6,126 -74%
CCA
357
Checchi Capital Advisers
California
$75K +$66.4K +2,053 New
CHP
358
Cable Hill Partners
Oregon
$69K -$6.92K -214 -10%
DSC
359
Duncker Streett & Co
Missouri
$68K +$32 +1 +0.1%
PAM
360
PartnerRe Asset Management
Connecticut
$66K
QCG
361
Quadrant Capital Group
Ohio
$66K +$9.15K +283 +17%
PAIA
362
Park Avenue Institutional Advisers
New York
$62K -$1.88K -58 -3%
AIP
363
Ameritas Investment Partners
Nebraska
$62K
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$55K +$9.38K +290 +24%
MWP
365
MYCIO Wealth Partners
Pennsylvania
$53K
EWM
366
Evercore Wealth Management
New York
$52K
PG
367
PEAK6 Group
Illinois
$47K -$347K -10,726 -89%
BG
368
Bollard Group
Massachusetts
$47K +$226 +7 +0.5%
MFS
369
MSI Financial Services
Massachusetts
$44K +$4.33K +134 +13%
MFW
370
Mosaic Family Wealth
Missouri
$43K +$3.46K +107 +10%
GLI
371
Guardian Life Insurance
New York
$36K -$9.05K -280 -22%
PFBT
372
Parkside Financial Bank & Trust
Missouri
$36K +$29.8K +921 +1,535%
CPIG
373
Chicago Partners Investment Group
Illinois
$34K +$194 +6 +0.6%
CYG
374
Clean Yield Group
Vermont
$34K +$29.6K +916 New
EMG
375
ETF Managers Group
New Jersey
$33K +$25.6K +791 New

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.