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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
PCM
376
Penserra Capital Management
California
$60K +$19.8K +509 +50%
MWP
377
MYCIO Wealth Partners
Pennsylvania
$57K
EWM
378
Evercore Wealth Management
New York
$56K +$233 +6 +0.4%
AAM
379
Advisors Asset Management
Colorado
$52K -$53.5K -1,375 -51%
BG
380
Bollard Group
Massachusetts
$51K +$194 +5 +0.4%
HNB
381
Huntington National Bank
Ohio
$50K +$22.7K +584 +84%
MFS
382
MSI Financial Services
Massachusetts
$49K +$2.14K +55 +5%
MFW
383
Mosaic Family Wealth
Missouri
$47K
NIT
384
NumerixS Investment Technologies
British Columbia, Canada
$47K +$46.3K +1,191 New
AIM
385
Acrospire Investment Management
Illinois
$46K +$11.6K +298 +34%
GLI
386
Guardian Life Insurance
New York
$40K +$700 +18 +2%
CYG
387
Clean Yield Group
Vermont
$36K
WT
388
Whittier Trust
California
$33K
CPIG
389
Chicago Partners Investment Group
Illinois
$31K -$5.44K -140 -15%
FHA
390
First Horizon Advisors
Tennessee
$31K
WEC
391
Winslow Evans & Crocker
Massachusetts
$30.7K +$39 +1 +0.1%
SAMC
392
Shinko Asset Management Company
Japan
$29K
MA
393
MUFG Americas
New York
$25K
EDRH
394
Edmond de Rothschild Holding
Switzerland
$21K
EDRS
395
Edmond de Rothschild (Suisse)
Switzerland
$21K
First Eagle Investment Management
396
First Eagle Investment Management
New York
$21K
DBT
397
Dubuque Bank & Trust
Iowa
$20K
JFA
398
JNBA Financial Advisors
Minnesota
$20K
PCM
399
Prelude Capital Management
New York
$20K +$19.4K +499 New
GAM
400
Gemmer Asset Management
California
$19K

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.