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477 hedge funds and large institutions have $11.7B invested in Pentair in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 151 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.3B → $11.7B (+$1.39B)

6% more funds holding

Funds holding: 448477 (+29)

2.02% more ownership

Funds ownership: 121.78%123.79% (+2%)

16% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 180

25% less call options, than puts

Call options by funds: $7.93M | Put options by funds: $10.5M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
477
Holders Change
+29
Holders Change %
+6.47%
% of All Funds
12.72%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
80
Increased
151
Reduced
180
Closed
46
Calls
$7.93M
Puts
$10.5M
Net Calls
-$2.59M
Net Calls Change
+$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
426
Glassman Wealth Services
Virginia
$13K +$13.1K +298 New
RFA
427
Reilly Financial Advisors
California
$12K
HR
428
Howe & Rusling
New York
$12K +$11.9K +272 New
ARMC
429
American Research & Management Company
Massachusetts
$11K
NES
430
New England Securities
New York
$11K +$1.14K +26 +12%
RNS
431
Robert N. Shapiro
$11K +$5.62K +128 +100%
WOC
432
West Oak Capital
California
$9.5K
KT
433
Kanaly Trust
Texas
$9K -$9.57K -218 -53%
MUMSS
434
Mitsubishi UFJ Morgan Stanley Securities
Japan
$9K
HCM
435
Highlander Capital Management
New Jersey
$8K
TF
436
Tompkins Financial
New York
$8K
NSIM
437
North Star Investment Management
Illinois
$8K +$7.33K +167 +1,113%
WF
438
WealthTrust Fairport
Ohio
$7K +$6.54K +149 New
RMAM
439
Raab & Moskowitz Asset Management
New Jersey
$7K +$6.85K +156 New
KCM
440
Karp Capital Management
California
$6K +$5.84K +133 New
GI
441
Gradient Investments
Minnesota
$6K +$6.15K +140 New
KA
442
Klingman & Associates
New York
$6K +$6.72K +153 New
BRWA
443
B. Riley Wealth Advisors
Florida
$5.17K +$526K +11,978 New
VNB
444
Valley National Bancorp
New York
$5K
TDC
445
Thompson Davis & Co
Virginia
$5K +$4.92K +112 New
LWA
446
Lowe Wealth Advisors
Maryland
$5K +$5.05K +115 New
WIL
447
Winifred I. Li
$5K +$5.22K +119 New
EFSCE
448
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$7.86K -179 -68%
ST
449
Smithfield Trust
Pennsylvania
$3K -$3.69K -84 -56%
VIA
450
Vantage Investment Advisors
Pennsylvania
$3K -$2.37K -54 -46%