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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
PG
526
PEAK6 Group
Illinois
-$187K -4,681 Closed
IR
527
IAT Reinsurance
New York
-$168K -4,466 Closed
Parallax Volatility Advisers
528
Parallax Volatility Advisers
California
-$178K -4,460 Closed
FNBT
529
FineMark National Bank & Trust
Florida
-$125K -3,329 Closed
PRS
530
Pinkerton Retirement Specialists
Idaho
-$111K -2,941 Closed
PIA
531
Piedmont Investment Advisors
North Carolina
-$26.6K -706 Closed
DBT
532
Dubuque Bank & Trust
Iowa
-$19K -499 Closed
BA
533
BCM Advisors
Louisiana
-$13K -332 Closed
FFW
534
Fusion Family Wealth
New York
-$7K -200 Closed
CPIG
535
Chicago Partners Investment Group
Illinois
-$7K -185 Closed
CAL
536
Capital Advisors Ltd
Ohio
-$4K -119 Closed
ECM
537
Elgethun Capital Management
South Dakota
-$4K -118 Closed
EARNEST Partners
538
EARNEST Partners
Georgia
-$4K -115 Closed
WB
539
Webster Bank
Connecticut
-$4K -110 Closed
VWM
540
Valley Wealth Managers
New Jersey
-$2K -57 Closed
JIC
541
Joel Isaacson & Co
New York
-$1K -36 Closed
AOWM
542
Alpha Omega Wealth Management
Virginia
-$1K -31 Closed
TSW
543
Thompson Siegel & Walmsley
Virginia
-$1K -27 Closed
FAN
544
Financial Advisors Network
California
-$547 -13 Closed
KLWA
545
Kelly Lawrence W & Associates
California
+$40 +1 New
PFO
546
Pathstone Family Office
New Jersey
+$360 +9 New

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.