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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
SOADOR
351
State of Alaska Department of Revenue
Alaska
$207K +$197K +4,926 New
NCMW
352
Northern Capital Management (Wisconsin)
Wisconsin
$205K -$706K -17,674 -78%
W
353
Wealthfront
California
$205K +$194K +4,854 New
SCM
354
SKBA Capital Management
California
$203K +$193K +4,824 New
BFEC
355
Benjamin F. Edwards & Company
Missouri
$191K +$2.96K +74 +2%
WTC
356
WhitTier Trust Company
Nevada
$187K
AAM
357
Advisors Asset Management
Colorado
$176K +$63.8K +1,596 +62%
WAM
358
Wealthspire Advisors (Maryland)
Maryland
$166K +$9.31K +233 +6%
ST
359
Spot Trading
Illinois
$161K -$32.4K -810 -17%
Bessemer Group
360
Bessemer Group
New Jersey
$158K +$150K +3,751 +375,100%
LTFS
361
Ladenburg Thalmann Financial Services
Florida
$145K +$40.6K +1,016 +41%
NIT
362
NumerixS Investment Technologies
British Columbia, Canada
$144K +$137K +3,425 New
CFG
363
Citizens Financial Group
Rhode Island
$143K
QCG
364
Quadrant Capital Group
Ohio
$138K
PCM
365
Penserra Capital Management
California
$135K -$11.4K -285 -8%
QI
366
QS Investors
New York
$126K
FPFS
367
First Personal Financial Services
North Carolina
$126K +$17.9K +447 +18%
FPF
368
FNY Partners Fund
New York
$125K +$119K +2,978 New
YWP
369
YorkBridge Wealth Partners
New York
$111K -$599 -15 -0.6%
SEC
370
Seven Eight Capital
New York
$97K -$1.4M -35,140 -94%
DSC
371
Duncker Streett & Co
Missouri
$96K
AssetMark Inc
372
AssetMark Inc
California
$95K +$200 +5 +0.2%
ASN
373
Advisory Services Network
Georgia
$92K +$86.8K +2,172 New
CG
374
Cutler Group
California
$79K -$25.2K -630 -25%
GT
375
Glenmede Trust
Pennsylvania
$74K +$4.28K +107 +6%

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.