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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
DAM
426
Delta Asset Management
Tennessee
$7K
HCM
427
Highlander Capital Management
New Jersey
$7K
WA
428
WFG Advisors
Texas
$7K +$5.79K +149 +828%
Canada Pension Plan Investment Board
429
Canada Pension Plan Investment Board
Ontario, Canada
$6K -$92.6K -2,382 -94%
KA
430
Klingman & Associates
New York
$6K
ZB
431
Zions Bancorporation
Utah
$6K
JCM
432
Jacobi Capital Management
Pennsylvania
$6K +$6.3K +162 New
GBT
433
Grove Bank & Trust
Florida
$5K
CG
434
Cutler Group
California
$4K -$242K -6,234 -98%
CFA
435
Carroll Financial Associates
North Carolina
$4K
KT
436
Kanaly Trust
Texas
$4K
LWA
437
Lowe Wealth Advisors
Maryland
$4K
TDC
438
Thompson Davis & Co
Virginia
$4K
WTB
439
Washington Trust Bank
Washington
$4K
PFBT
440
Parkside Financial Bank & Trust
Missouri
$3K -$35.2K -905 -92%
CHC
441
City Holding Co
West Virginia
$3K
CAW
442
Cornerstone Advisors (Washington)
Washington
$3K
QAM
443
QCI Asset Management
New York
$3K
TCA
444
Tortoise Capital Advisors
Kansas
$3K
IWMPD
445
Integrated Wealth Management (Palm Desert)
California
$2K -$972 -25 -30%
TFO
446
Tarbox Family Office
California
$2K -$972 -25 -29%
SF
447
Synovus Financial
Georgia
$2K
TWA
448
TCI Wealth Advisors
Arizona
$2K
ST
449
Smithfield Trust
Pennsylvania
$1K -$1.24K -32 -48%
AF
450
Allworth Financial
California
$1K

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.