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464 hedge funds and large institutions have $8.35B invested in Pentair in 2016 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 150 increasing their positions, 174 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $76.4M | Put options by funds: $18.7M

43% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 42

5% more capital invested

Capital invested by funds: $7.92B → $8.35B (+$429M)

3% more funds holding

Funds holding: 451464 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.17% less ownership

Funds ownership: 132.26%128.09% (-4.2%)

14% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 174

Holders
464
Holders Change
+13
Holders Change %
+2.88%
% of All Funds
12.36%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
150
Reduced
174
Closed
42
Calls
$76.4M
Puts
$18.7M
Net Calls
+$57.8M
Net Calls Change
+$66.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
176
Neuberger Berman Group
New York
$1.66M -$120K -3,703 -8%
FIM
177
Frontier Investment Management
Texas
$1.62M -$74.5K -2,303 -5%
PIA
178
Piedmont Investment Advisors
North Carolina
$1.62M -$26.7K -825 -2%
SHA
179
Smith Hayes Advisers
Nebraska
$1.6M +$244K +7,550 +21%
Public Sector Pension Investment Board (PSP Investments)
180
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.58M -$794K -24,568 -36%
American Century Companies
181
American Century Companies
Missouri
$1.55M +$1.11M +34,485 +421%
BF
182
BOK Financial
Oklahoma
$1.54M +$1.37M +42,297 New
QSS
183
Quantitative Systematic Strategies
Florida
$1.53M +$1.36M +42,142 New
JC
184
Jacobs & Co
California
$1.53M -$37.6K -1,163 -3%
State of Tennessee, Department of Treasury
185
State of Tennessee, Department of Treasury
Tennessee
$1.52M +$141K +4,372 +12%
MNA
186
Manning & Napier Advisors
New York
$1.51M
OPERF
187
Oregon Public Employees Retirement Fund
Oregon
$1.5M +$4.82K +149 +0.4%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$1.49M +$427K +13,196 +47%
SIP
189
Stoneridge Investment Partners
Pennsylvania
$1.49M -$16.9K -522 -1%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$1.48M -$8.53M -263,970 -87%
SWM
191
Segment Wealth Management
Texas
$1.48M -$58K -1,795 -4%
FAAS
192
First Allied Advisory Services
California
$1.38M +$904K +27,952 +286%
CCM
193
Cadence Capital Management
Massachusetts
$1.35M -$112K -3,455 -9%
LI
194
Lafayette Investments
Maryland
$1.34M +$130K +4,014 +12%
IB
195
Intrust Bank
Kansas
$1.34M -$86.2K -2,667 -7%
Arrowstreet Capital
196
Arrowstreet Capital
Massachusetts
$1.32M -$9.63K -298 -0.8%
MSA
197
Mason Street Advisors
Wisconsin
$1.32M +$36.3K +1,123 +3%
HighTower Advisors
198
HighTower Advisors
Illinois
$1.31M +$13.9K +430 +1%
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$1.31M +$730K +22,569 +169%
JHIU
200
Janus Henderson Investors US
Colorado
$1.3M -$5.69K -176 -0.5%

PNR Hedge Fund Activity: Q1 2016 in Review

464 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2016, worth a combined $8.35B — up 5.4% from $7.92B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new PNR positions and 42 closed out — a net gain of 18 holders — while 150 added to existing stakes and 174 trimmed.

The largest buyer was ACR Alpine Capital Research, opening a new position worth an estimated $55.4M. The largest seller was Goldman Sachs, cutting an estimated $133M.

  • 464 institutional investors held Pentair (PNR) as of Q1 2016, up from 451 in Q4 2015.
  • Funds reported $8.35B of Pentair stock for Q1 2016, up 5.4% quarter-over-quarter.
  • 60 funds opened new Pentair positions in Q1 2016 and 42 closed out, a net change of +18 holders.
  • The largest Pentair buyer in Q1 2016 was ACR Alpine Capital Research, an estimated $55.4M added.
  • The largest Pentair seller in Q1 2016 was Goldman Sachs, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2016.