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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
WTB
376
Washington Trust Bank
Washington
$71K +$65.9K +1,650 +4,125%
GEA
377
Glen Eagle Advisors
New Jersey
$68.9K +$47.6K +1,191 +271%
MCA
378
Mercer Capital Advisers
New Jersey
$66K +$50.5K +1,265 +424%
RFA
379
Reilly Financial Advisors
California
$63K +$11.7K +293 +24%
EWM
380
Evercore Wealth Management
New York
$62K
KF
381
Krilogy Financial
Missouri
$58K
FMLI
382
Fukoku Mutual Life Insurance
Japan
$58K +$23.8K +595 +75%
IA
383
IFP Advisors
Florida
$54K -$2.2K -55 -4%
PHK
384
Point72 Hong Kong
Hong Kong
$49K +$46.4K +1,161 New
IUHSA
385
Itau Unibanco Holding S.A.
Brazil
$47K +$44.1K +1,103 New
MFW
386
Mosaic Family Wealth
Missouri
$43K -$3.8K -95 -8%
HNB
387
Huntington National Bank
Ohio
$42K +$839 +21 +2%
Korea Investment Corp
388
Korea Investment Corp
South Korea
$41K +$27.2K +681 +225%
GLI
389
Guardian Life Insurance
New York
$40K
WT
390
Whittier Trust
California
$39K
BL
391
Balentine LLC
Georgia
$36K
WEC
392
Winslow Evans & Crocker
Massachusetts
$33.1K
WA
393
WFG Advisors
Texas
$32K -$40.6K -1,017 -58%
FIB
394
First Interstate Bank
Montana
$30K +$12.8K +320 +83%
RIM
395
Rampart Investment Management
Connecticut
$29K +$27.5K +688 New
TRCT
396
Tower Research Capital (TRC)
New York
$28K -$273K -6,843 -91%
CAW
397
Cornerstone Advisors (Washington)
Washington
$27K
MA
398
MUFG Americas
New York
$26K
BG
399
Bollard Group
Massachusetts
$25K -$599 -15 -2%
IP
400
Intellectus Partners
California
$23K -$8.51K -213 -28%

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.