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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
SG Americas Securities
151
SG Americas Securities
New York
$3.13M +$30.1K +753 +1%
LIA
152
LS Investment Advisors
Michigan
$3.09M +$576K +14,422 +24%
TPSF
153
Texas Permanent School Fund
Texas
$3.07M -$73.4K -1,836 -2%
MHC
154
Meyer Handelman Company
New York
$3.06M
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$2.97M +$409K +10,249 +17%
Mitsubishi UFJ Asset Management
156
Mitsubishi UFJ Asset Management
Japan
$2.96M +$129K +3,219 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
157
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.93M +$125K +3,127 +5%
TMAM
158
Tokio Marine Asset Management
Japan
$2.9M +$2.49M +62,315 +983%
Russell Investments Group
159
Russell Investments Group
United Kingdom
$2.86M -$4.02M -100,657 -60%
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$2.84M +$970K +24,275 +56%
RJFSA
161
Raymond James Financial Services Advisors
Florida
$2.83M +$108K +2,700 +4%
Macquarie Group
162
Macquarie Group
Australia
$2.78M -$340K -8,511 -11%
M&T Bank
163
M&T Bank
New York
$2.77M +$322K +8,051 +14%
DZ Bank
164
DZ Bank
Germany
$2.74M -$196K -4,914 -7%
Two Sigma Advisers
165
Two Sigma Advisers
New York
$2.71M -$125K -3,127 -5%
ASRS
166
Arizona State Retirement System
Arizona
$2.6M +$5.95K +149 +0.2%
WAM
167
Wolverine Asset Management
Illinois
$2.51M +$2.38M +59,560 New
FAF
168
Fjarde Ap-fonden
Sweden
$2.37M -$87.5K -2,191 -4%
BB
169
Busey Bank
Illinois
$2.37M +$235K +5,883 +12%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.35M -$547K -13,698 -20%
EIM
171
ExxonMobil Investment Management
Texas
$2.33M -$93.5K -2,341 -4%
Commonwealth Equity Services
172
Commonwealth Equity Services
Massachusetts
$2.12M +$139K +3,467 +7%
Public Employees Retirement Association of Colorado
173
Public Employees Retirement Association of Colorado
Colorado
$2.11M -$120K -3,015 -6%
PAM
174
Panagora Asset Management
Massachusetts
$1.93M -$212K -5,316 -10%
URS
175
Utah Retirement Systems
Utah
$1.91M

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.