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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
QAM
451
QCI Asset Management
New York
$3K
RA
452
Rational Advisors
New York
$3K +$3.07K +70 New
HPBT
453
High Point Bank & Trust
North Carolina
$3K +$3.25K +74 New
MCM
454
MV Capital Management
Maryland
$3K +$3.34K +76 New
CFA
455
Carroll Financial Associates
North Carolina
$2K
OC
456
Oakworth Capital
Alabama
$2K
PMFA
457
Plante Moran Financial Advisors
Michigan
$2K
SF
458
Synovus Financial
Georgia
$2K
WTB
459
Washington Trust Bank
Washington
$2K
TFO
460
Tarbox Family Office
California
$2K +$834 +19 +63%
CAW
461
Cornerstone Advisors (Washington)
Washington
$2K +$1.71K +39 New
BWA
462
Burt Wealth Advisors
Maryland
$2K +$1.84K +42 New
TWA
463
TCI Wealth Advisors
Arizona
$2K +$1.84K +42 New
FPFS
464
First Personal Financial Services
North Carolina
$2K +$2.28K +52 New
TCM
465
Tradewinds Capital Management
Washington
$1K -$132 -3 -16%
AA
466
Apriem Advisors
California
$1K
HI
467
Hudock Inc
Pennsylvania
$1K
KTC
468
Kistler-Tiffany Companies
Pennsylvania
$1K
NC
469
NewSquare Capital
Pennsylvania
$1K
PIA
470
Peachtree Investment Advisors
Georgia
$1K
TFA
471
Transamerica Financial Advisors
Florida
$1K
VNA
472
Valley National Advisers
Pennsylvania
$1K +$571 +13 New
BKA
473
Brick & Kyle Associates
Pennsylvania
$1K +$702 +16 New
GGPS
474
Gary Goldberg Planning Services
New York
$1K +$834 +19 New
GWA
475
Genesis Wealth Advisors
Massachusetts
$135 +$132 +3 New