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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
AOWM
451
Alpha Omega Wealth Management
Virginia
$1K
BKA
452
Brick & Kyle Associates
Pennsylvania
$1K
BWA
453
Burt Wealth Advisors
Maryland
$1K
CFA
454
Camarda Financial Advisors
Florida
$1K
JIC
455
Joel Isaacson & Co
New York
$1K
KTC
456
Kistler-Tiffany Companies
Pennsylvania
$1K
OC
457
Oakworth Capital
Alabama
$1K
PCP
458
Proficio Capital Partners
Massachusetts
$1K
RWA
459
Ropes Wealth Advisors
Massachusetts
$1K
VNA
460
Valley National Advisers
Pennsylvania
$1K
CWM
461
Cedar Wealth Management
California
$1K +$505 +13 New
BIG
462
Bellwether Investment Group
Tennessee
$1K +$622 +16 New
HCM
463
Herndon Capital Management
Georgia
$1K +$972 +25 New
GBBWRPM
464
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K +$1.09K +28 New
CA
465
Commerzbank Aktiengesellschaft
Germany
$702 -$39K -1,004 -5%
SWA
466
Sutton Wealth Advisors
Florida
$641
AT
467
Arden Trust
Delaware
$628 -$39.6K -1,018 -6%
WRF
468
Waddell & Reed Financial
Kansas
-$188M -5,168,274 Closed
AACR
469
ACR Alpine Capital Research
Missouri
-$62.5M -1,714,047 Closed
GCM
470
Glenview Capital Management
New York
-$58.4M -1,602,292 Closed
State of New Jersey Common Pension Fund D
471
State of New Jersey Common Pension Fund D
New Jersey
-$13.6M -372,250 Closed
GAM
472
Gotham Asset Management
New York
-$9.78M -268,431 Closed
IAMA
473
Impax Asset Management (AIFM)
United Kingdom
-$7.04M -193,202 Closed
BCM
474
Bluefin Capital Management
New York
-$3.68M -100,954 Closed
EAM
475
EverPoint Asset Management
Connecticut
-$2.17M -59,560 Closed

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.