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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
EFSCE
426
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
GI
427
Gradient Investments
Minnesota
$3K
IWMPD
428
Integrated Wealth Management (Palm Desert)
California
$3K
QAM
429
QCI Asset Management
New York
$3K
CAW
430
Cornerstone Advisors (Washington)
Washington
$3K +$905 +28 +62%
KT
431
Kanaly Trust
Texas
$3K +$1.16K +36 +62%
TFO
432
Tarbox Family Office
California
$3K +$1.81K +56 +187%
TWA
433
TCI Wealth Advisors
Arizona
$2K -$4.04K -125 -68%
BWA
434
Burt Wealth Advisors
Maryland
$2K
ST
435
Smithfield Trust
Pennsylvania
$2K
SF
436
Synovus Financial
Georgia
$2K
TCA
437
Tortoise Capital Advisors
Kansas
$2K
TSU
438
TD Securities (USA)
New York
$2K +$32 +1 +2%
BWP
439
Baldwin Wealth Partners
Massachusetts
$2K +$1.55K +48 New
PMFA
440
Plante Moran Financial Advisors
Michigan
$1K -$9.38K -290 -94%
RWA
441
Ropes Wealth Advisors
Massachusetts
$1K -$356 -11 -41%
NSIM
442
North Star Investment Management
Illinois
$1K -$291 -9 -29%
PCP
443
Proficio Capital Partners
Massachusetts
$1K -$162 -5 -15%
AF
444
Allworth Financial
California
$1K
AOWM
445
Alpha Omega Wealth Management
Virginia
$1K
BKA
446
Brick & Kyle Associates
Pennsylvania
$1K
JIC
447
Joel Isaacson & Co
New York
$1K
KTC
448
Kistler-Tiffany Companies
Pennsylvania
$1K
KF
449
Krilogy Financial
Missouri
$1K
LWA
450
Lenox Wealth Advisors
New York
$1K

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.