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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
HSBC Holdings
126
HSBC Holdings
United Kingdom
$4.73M +$710K +17,782 +19%
FDCC
127
Foster Dykema Cabot & Co
Massachusetts
$4.61M +$33.5K +839 +0.8%
KBC Group
128
KBC Group
Belgium
$4.55M -$155K -3,871 -3%
OAM
129
Oppenheimer Asset Management
New York
$4.52M +$4.29M +107,271 New
SHGA
130
Sand Hill Global Advisors
California
$4.4M -$145K -3,624 -3%
AP
131
AHL Partners
United Kingdom
$4.32M +$449K +11,227 +12%
DADC
132
D.A. Davidson & Co
Montana
$4.31M -$169K -4,220 -4%
Calamos Advisors
133
Calamos Advisors
Illinois
$4.22M -$9.23K -231 -0.2%
Axa
134
Axa
France
$4.11M -$57M -1,425,602 -94%
Jane Street
135
Jane Street
New York
$4.02M +$3.81M +95,242 New
CC
136
Cipher Capital
New York
$3.81M +$473K +11,843 +15%
Comerica Bank
137
Comerica Bank
Texas
$3.81M -$9.07K -227 -0.3%
TD Asset Management
138
TD Asset Management
Ontario, Canada
$3.79M -$41.6K -1,042 -1%
PI
139
Putnam Investments
Massachusetts
$3.73M -$5.95K -149 -0.2%
PCM
140
Palouse Capital Management
Washington
$3.55M +$3.36M +84,167 New
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$3.47M +$175K +4,387 +6%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$3.47M
SOMRS
143
State of Michigan Retirement System
Michigan
$3.45M +$11.9K +298 +0.4%
EVM
144
Eaton Vance Management
Massachusetts
$3.43M
ACI
145
AMP Capital Investors
Australia
$3.37M -$1.34M -33,651 -30%
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$3.35M -$237K -5,927 -7%
NFA
147
Nationwide Fund Advisors
Ohio
$3.33M +$450K +11,262 +17%
USAA
148
United Services Automobile Association
Texas
$3.25M -$154K -3,849 -5%
GIBU
149
Gulf International Bank (UK)
United Kingdom
$3.25M +$32.7K +819 +1%
WP
150
WMS Partners
Maryland
$3.19M

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.