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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
AIM
376
Acrospire Investment Management
Illinois
$32K +$28K +865 New
BBHC
377
Brown Brothers Harriman & Co
New York
$31K
WT
378
Whittier Trust
California
$31K
FHA
379
First Horizon Advisors
Tennessee
$31K +$2K +62 +8%
Simplex Trading
380
Simplex Trading
Illinois
$30K -$493K -15,261 -95%
HNB
381
Huntington National Bank
Ohio
$29K -$18.9K -586 -46%
WEC
382
Winslow Evans & Crocker
Massachusetts
$28.6K -$32 -1 -0.1%
SAMC
383
Shinko Asset Management Company
Japan
$27K
MA
384
MUFG Americas
New York
$23K +$19.4K +601 +2,226%
ECM
385
Estabrook Capital Management
New York
$20.2K
EDRH
386
Edmond de Rothschild Holding
Switzerland
$19K -$3.75K -116 -18%
EDRS
387
Edmond de Rothschild (Suisse)
Switzerland
$19K
First Eagle Investment Management
388
First Eagle Investment Management
New York
$19K
DBT
389
Dubuque Bank & Trust
Iowa
$18K -$4.07K -126 -20%
GAM
390
Gemmer Asset Management
California
$18K
JFA
391
JNBA Financial Advisors
Minnesota
$18K
Group One Trading
392
Group One Trading
Illinois
$17K -$467K -14,444 -97%
BCI
393
Brinker Capital Investments
Pennsylvania
$16K
FIB
394
First Interstate Bank
Montana
$14K
ASN
395
Advisory Services Network
Georgia
$14K +$4.37K +135 +57%
WRM
396
Westport Resources Management
Connecticut
$13K
S
397
SignatureFD
Georgia
$13K +$2.07K +64 +21%
FANJ
398
Financial Architects (New Jersey)
New Jersey
$13K +$11.7K +363 New
BBPWM
399
Blue Bell Private Wealth Management
Pennsylvania
$12K -$7.24K -224 -40%
VCM
400
Versant Capital Management
Arizona
$12K -$808 -25 -7%

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.