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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
IR
351
IAT Reinsurance
New York
$175K
FMLI
352
Fukoku Mutual Life Insurance
Japan
$159K
QI
353
QS Investors
New York
$140K
MAM
354
Mizuho Asset Management
Japan
$135K +$62.7K +1,613 +88%
CFG
355
Citizens Financial Group
Rhode Island
$132K
KF
356
Krilogy Financial
Missouri
$123K +$122K +3,127 +31,270%
PHK
357
Point72 Hong Kong
Hong Kong
$117K +$28.9K +744 +33%
PRS
358
Pinkerton Retirement Specialists
Idaho
$111K +$110K +2,838 New
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$107K +$48.2K +1,241 +83%
FNBT
360
FineMark National Bank & Trust
Florida
$104K +$622 +16 +0.6%
Group One Trading
361
Group One Trading
Illinois
$100K +$81.1K +2,085 +438%
LTFS
362
Ladenburg Thalmann Financial Services
Florida
$97K -$83.4K -2,144 -46%
AssetMark Inc
363
AssetMark Inc
California
$97K -$8.13K -209 -8%
CLOS
364
Compagnie Lombard Odier SCmA
Switzerland
$94K
CCA
365
Checchi Capital Advisers
California
$88K +$7.42K +191 +9%
CHP
366
Cable Hill Partners
Oregon
$77K +$505 +13 +0.7%
WP
367
WealthPLAN Partners
Nebraska
$75.5K +$149K +3,837 New
QCG
368
Quadrant Capital Group
Ohio
$73K +$1.05K +27 +1%
DSC
369
Duncker Streett & Co
Missouri
$72K
IA
370
IFP Advisors
Florida
$68K +$67.9K +1,747 New
AIP
371
Ameritas Investment Partners
Nebraska
$67K
PAIA
372
Park Avenue Institutional Advisers
New York
$67K +$894 +23 +1%
GXMC
373
Global X Management Company
New York
$65K +$64.2K +1,651 New
GT
374
Glenmede Trust
Pennsylvania
$64K -$55.5K -1,428 -46%
Bessemer Group
375
Bessemer Group
New Jersey
$64K +$55.2K +1,419 +631%

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.