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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
ECM
401
Estabrook Capital Management
New York
$18.2K -$3.42K -88 -16%
SFG
402
SevenBridge Financial Group
Pennsylvania
$17K +$16.8K +432 New
S
403
SignatureFD
Georgia
$16K +$1.28K +33 +9%
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K +$15.7K +403 +2,687%
FIB
405
First Interstate Bank
Montana
$15K
ASN
406
Advisory Services Network
Georgia
$15K +$78 +2 +0.5%
HMS
407
Hanseatic Management Services
New Mexico
$15K +$14.5K +372 New
BBPWM
408
Blue Bell Private Wealth Management
Pennsylvania
$14K
WRM
409
Westport Resources Management
Connecticut
$14K
HR
410
Howe & Rusling
New York
$14K +$1.17K +30 +9%
PMFA
411
Plante Moran Financial Advisors
Michigan
$14K +$13.4K +345 +1,917%
MRCM
412
M&R Capital Management
New Jersey
$14K +$14K +359 New
MPWT
413
MassMutual Private Wealth & Trust
Connecticut
$13.9K +$13.8K +356 New
WAM
414
Wealthspire Advisors (Maryland)
Maryland
$13K +$1.13K +29 +9%
VCM
415
Versant Capital Management
Arizona
$12K -$117 -3 -0.9%
PSUF
416
People's United Financial
Connecticut
$12K
TCOV
417
Trust Company of Vermont
Vermont
$12K
JWA
418
JFS Wealth Advisors
Pennsylvania
$11K
RFA
419
Reilly Financial Advisors
California
$11K +$272 +7 +3%
VIA
420
Vantage Investment Advisors
Pennsylvania
$10K
IIC
421
Integrated Investment Consultants
Michigan
$9K
WOC
422
West Oak Capital
California
$8.34K
CCM
423
Cribstone Capital Management
Maine
$8K +$7.89K +203 New
FANJ
424
Financial Architects (New Jersey)
New Jersey
$7K -$7.23K -186 -51%
ARMC
425
American Research & Management Company
Massachusetts
$7K

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.