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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
OC
451
Oakworth Capital
Alabama
$1K
TFA
452
Transamerica Financial Advisors
Florida
$1K
VNA
453
Valley National Advisers
Pennsylvania
$1K
WA
454
WFG Advisors
Texas
$1K
WIC
455
Woodmont Investment Counsel
Tennessee
$1K
CFA
456
Camarda Financial Advisors
Florida
$1K +$970 +30 New
N
457
Nuveen
North Carolina
$885 -$43.3K -1,340 -5%
SWA
458
Sutton Wealth Advisors
Florida
$597 +$517 +16 New
PCM
459
Penserra Capital Management
California
$36 +$10.1K +311 +44%
KI
460
Kalmar Investments
Delaware
-$46.8M -1,405,728 Closed
Point72 Asset Management
461
Point72 Asset Management
Connecticut
-$23.1M -694,470 Closed
VSWA
462
Vontobel Swiss Wealth Advisors
Switzerland
-$3.28M -98,552 Closed
Marshall Wace
463
Marshall Wace
United Kingdom
-$2.91M -87,351 Closed
PWS
464
Peloton Wealth Strategists
Indiana
-$1.88M -56,582 Closed
GAMA
465
Graticule Asia Macro Advisors
New York
-$1.61M -48,529 Closed
FP
466
FDO Partners
Massachusetts
-$1.39M -41,746 Closed
GCA
467
Gideon Capital Advisors
New York
-$1.38M -41,428 Closed
HCM
468
Highbridge Capital Management
New York
-$1.28M -39,476 Closed
SAM
469
Scopus Asset Management
New York
-$1.24M -37,225 Closed
SAM
470
Silvercrest Asset Management
New York
-$1.19M -35,678 Closed
Walleye Trading
471
Walleye Trading
New York
-$1.06M -32,636 Closed
BCM
472
BlueCrest Capital Management
Jersey
-$971K -29,180 Closed
FHC
473
First Houston Capital
Texas
-$887K -26,653 Closed
Korea Investment Corp
474
Korea Investment Corp
South Korea
-$886K -26,653 Closed
William Blair & Company
475
William Blair & Company
Illinois
-$850K -25,568 Closed

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.