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492 hedge funds and large institutions have $9.98B invested in Pentair in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 163 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $37.7M | Put options by funds: $11.5M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

12% more capital invested

Capital invested by funds: $8.93B → $9.98B (+$1.06B)

0% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 59

0.18% less ownership

Funds ownership: 130.44%130.26% (-0.18%)

1% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 163

2% less funds holding

Funds holding: 500492 (-8)

Holders
492
Holders Change
-8
Holders Change %
-1.6%
% of All Funds
12.25%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
59
Increased
161
Reduced
163
Closed
59
Calls
$37.7M
Puts
$11.5M
Net Calls
+$26.2M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
426
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.73K +$8.27K +207 New
PA
427
Parallel Advisors
California
$8K -$7.43K -186 -50%
GBT
428
Grove Bank & Trust
Florida
$8K -$2.08K -52 -23%
ARMC
429
American Research & Management Company
Massachusetts
$8K
CHP
430
Cable Hill Partners
Oregon
$7K -$70.8K -1,772 -92%
HR
431
Howe & Rusling
New York
$7K -$599 -15 -8%
DAM
432
Delta Asset Management
Tennessee
$7K
FANJ
433
Financial Architects (New Jersey)
New Jersey
$7K
FCB
434
First Command Bank
Texas
$7K
FCFS
435
First Command Financial Services
Texas
$7K
JCM
436
Jacobi Capital Management
Pennsylvania
$7K +$1.16K +29 +22%
TCA
437
Tortoise Capital Advisors
Kansas
$7K +$3.52K +88 +131%
HCA
438
Harbour Capital Advisors
Virginia
$6.28K +$5.95K +149 New
GRP
439
Global Retirement Partners
California
$6K
SF
440
Synovus Financial
Georgia
$6K
AIL
441
AGF Investments LLC
Ontario, Canada
$6K +$5.23K +131 New
CP
442
Corbenic Partners
Pennsylvania
$5K
LWA
443
Lowe Wealth Advisors
Maryland
$5K
ST
444
Smithfield Trust
Pennsylvania
$5K
TDC
445
Thompson Davis & Co
Virginia
$5K
PFBT
446
Parkside Financial Bank & Trust
Missouri
$5K +$280 +7 +7%
FMTCOCP
447
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.21K
ZB
448
Zions Bancorporation
Utah
$4K -$1.92K -48 -36%
GBBWRPM
449
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K -$1.16K -29 -26%
MRCM
450
M&R Capital Management
New Jersey
$4K

PNR Hedge Fund Activity: Q1 2017 in Review

492 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2017, worth a combined $9.98B — up 12% from $8.93B a quarter earlier.

Fund positioning in PNR was balanced in Q1 2017: 59 funds opened new positions, 59 closed out, 161 added to existing stakes and 163 trimmed.

The largest buyer was BlackRock, adding an estimated $647M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $252M sold.

  • 492 institutional investors held Pentair (PNR) as of Q1 2017, down from 500 in Q4 2016.
  • Funds reported $9.98B of Pentair stock for Q1 2017, up 12% quarter-over-quarter.
  • 59 funds opened new Pentair positions in Q1 2017 and 59 closed out, a net change of 0 holders.
  • The largest Pentair buyer in Q1 2017 was BlackRock, an estimated $647M added.
  • The largest Pentair seller in Q1 2017 was Massachusetts Financial Services, an estimated $252M sold.

Based on aggregated 13F filings for Q1 2017.