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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
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$61.8M +$47.6M +1,191,498 +434%
Bank of America
27
Bank of America
North Carolina
$61.6M +$12.5M +312,893 +27%
ProShare Advisors
28
ProShare Advisors
Maryland
$60.3M +$3.06M +76,586 +6%
Goldman Sachs
29
Goldman Sachs
New York
$60.3M +$8.28M +207,351 +17%
GC
30
Guggenheim Capital
Illinois
$58.6M +$3.9M +97,572 +8%
US Bancorp
31
US Bancorp
Minnesota
$56.1M +$3.55M +88,971 +7%
Legal & General Group
32
Legal & General Group
United Kingdom
$52.8M +$2.43M +60,784 +5%
Deutsche Bank
33
Deutsche Bank
Germany
$51M -$8.16M -204,287 -14%
BCPEM
34
Bain Capital Public Equity Management
Massachusetts
$49.6M +$47M +1,175,746 New
WHG
35
Westwood Holdings Group
Texas
$45.2M +$42.9M +1,072,600 New
JP Morgan Chase
36
JP Morgan Chase
New York
$44.6M -$26.7M -667,691 -39%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$44.6M +$1.39M +34,845 +3%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$42.7M -$1.23M -30,775 -3%
DRZID
39
DePrince Race & Zollo Inc (DRZ)
Florida
$42.5M -$3.69M -92,337 -8%
ACM
40
Argent Capital Management
Missouri
$39.8M -$817K -20,459 -2%
Swiss National Bank
41
Swiss National Bank
Switzerland
$38.4M +$8.14M +203,844 +29%
VFA
42
Virtus Fund Advisers
Connecticut
$37.8M -$11.6M -289,387 -24%
Charles Schwab
43
Charles Schwab
California
$35.6M +$1.43M +35,679 +4%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$35.4M +$31.5M +787,479 +1,492%
Morgan Stanley
45
Morgan Stanley
New York
$34.5M -$17.4M -434,841 -35%
Credit Agricole
46
Credit Agricole
France
$34.2M -$26.5M -664,167 -45%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$33.8M +$161K +4,022 +0.5%
Prudential Financial
48
Prudential Financial
New Jersey
$33.3M +$16.7M +416,786 +112%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$32.1M +$7.3M +182,632 +32%
UBS Group
50
UBS Group
Switzerland
$31.5M +$7.35M +183,892 +33%

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.