We are live on ! Find out more

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
HR
401
Howe & Rusling
New York
$12K -$323 -10 -3%
PSUF
402
People's United Financial
Connecticut
$11K -$3.43K -106 -26%
TCOV
403
Trust Company of Vermont
Vermont
$11K
WAM
404
Wealthspire Advisors (Maryland)
Maryland
$11K +$2.65K +82 +36%
JWA
405
JFS Wealth Advisors
Pennsylvania
$10K
RFA
406
Reilly Financial Advisors
California
$10K +$8.86K +274 New
VIA
407
Vantage Investment Advisors
Pennsylvania
$9K +$6.11K +189 +295%
FCCM
408
First City Capital Management
Georgia
$8.14K +$7.21K +223 New
Bessemer Group
409
Bessemer Group
New Jersey
$8K -$1.78K -55 -20%
IIC
410
Integrated Investment Consultants
Michigan
$8K +$7.4K +229 New
WOC
411
West Oak Capital
California
$7.76K
ARMC
412
American Research & Management Company
Massachusetts
$7K
DAM
413
Delta Asset Management
Tennessee
$6K
HCM
414
Highlander Capital Management
New Jersey
$6K
KA
415
Klingman & Associates
New York
$6K
NC
416
NewSquare Capital
Pennsylvania
$6K +$4.53K +140 +667%
ZB
417
Zions Bancorporation
Utah
$5K -$226 -7 -5%
CSS
418
Cubist Systematic Strategies
Connecticut
$4K -$406K -12,550 -99%
LWA
419
Lowe Wealth Advisors
Maryland
$4K -$4.82K -149 -56%
CFA
420
Carroll Financial Associates
North Carolina
$4K
GBT
421
Grove Bank & Trust
Florida
$4K
TDC
422
Thompson Davis & Co
Virginia
$4K
WTB
423
Washington Trust Bank
Washington
$4K +$1.88K +58 +145%
GWM
424
Gupta Wealth Management
California
$3K -$1.16K -36 -28%
CHC
425
City Holding Co
West Virginia
$3K

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.