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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
OC
476
Oakworth Capital
Alabama
$1K
PFGIA
477
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PCP
478
Proficio Capital Partners
Massachusetts
$1K
RWA
479
Ropes Wealth Advisors
Massachusetts
$1K
VNA
480
Valley National Advisers
Pennsylvania
$1K
NSIM
481
North Star Investment Management
Illinois
$1K +$440 +11 +157%
AAF
482
Andra AP-fonden
Sweden
$747 -$1.03M -25,760 -59%
SWA
483
Sutton Wealth Advisors
Florida
$691
WP
484
WealthPLAN Partners
Nebraska
$312 +$280 +7 New
Walleye Trading
485
Walleye Trading
New York
$1 -$45.8K -1,147 -98%
Massachusetts Financial Services
486
Massachusetts Financial Services
Massachusetts
-$252M -6,703,925 Closed
Renaissance Technologies
487
Renaissance Technologies
New York
-$36.7M -973,901 Closed
IAMU
488
Impax Asset Management (UK)
United Kingdom
-$28.9M -766,650 Closed
Balyasny Asset Management
489
Balyasny Asset Management
Illinois
-$16.7M -443,369 Closed
OCA
490
Otter Creek Advisors
Florida
-$12.8M -341,026 Closed
Capital Fund Management (CFM)
491
Capital Fund Management (CFM)
France
-$7.69M -204,283 Closed
Adage Capital Partners
492
Adage Capital Partners
Massachusetts
-$7.63M -202,637 Closed
ZDA
493
Zweig-DiMenna Associates
New York
-$6.16M -163,598 Closed
CIM
494
Calvert Investment Management
Maryland
-$5.78M -153,380 Closed
CG
495
Clinton Group
New York
-$5.52M -146,571 Closed
Nomura Holdings
496
Nomura Holdings
Japan
-$3.79M -100,420 Closed
JG
497
Jefferies Group
New York
-$2.99M -79,343 Closed
AIM
498
Assured Investment Management
New York
-$2.52M -66,992 Closed
TI
499
Trexquant Investment
Connecticut
-$1.83M -48,690 Closed
FIM
500
Frontier Investment Management
Texas
-$1.59M -42,221 Closed

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.