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475 hedge funds and large institutions have $8.86B invested in Pentair in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 156 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

6% more capital invested

Capital invested by funds: $8.35B → $8.86B (+$507M)

2% more funds holding

Funds holding: 464475 (+11)

0% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 156

2.83% less ownership

Funds ownership: 128.09%125.26% (-2.8%)

40% less call options, than puts

Call options by funds: $7.93M | Put options by funds: $13.1M

Holders
475
Holders Change
+11
Holders Change %
+2.37%
% of All Funds
12.67%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
61
Increased
156
Reduced
156
Closed
41
Calls
$7.93M
Puts
$13.1M
Net Calls
-$5.2M
Net Calls Change
-$63M
Name Holding Trade Value Shares
Change
Change in
Stake
CD
201
Carl Domino
Florida
$1.36M -$17.4K -447 -1%
B
202
BP
United Kingdom
$1.34M
JHIU
203
Janus Henderson Investors US
Colorado
$1.26M -$139K -3,585 -10%
AG
204
Advisor Group
Arizona
$1.25M +$1.25M +32,089 New
N
205
Nuveen
North Carolina
$1.24M +$287K +7,376 +30%
ST
206
Somerset Trust
Pennsylvania
$1.24M +$3.07K +79 +0.3%
Nomura Asset Management
207
Nomura Asset Management
Japan
$1.23M -$40.5K -1,042 -3%
NMERB
208
New Mexico Educational Retirement Board
New Mexico
$1.23M +$63.7K +1,638 +6%
DIA
209
Dana Investment Advisors
Wisconsin
$1.22M +$1.21M +31,156 New
Baird Financial Group
210
Baird Financial Group
Wisconsin
$1.22M -$9.29K -239 -0.8%
HSBC Holdings
211
HSBC Holdings
United Kingdom
$1.2M -$1.29M -33,238 -52%
IRF
212
IBM Retirement Fund
New York
$1.2M -$85.3K -2,195 -7%
GWM
213
Geneos Wealth Management
Colorado
$1.17M
CIM
214
Corbyn Investment Management
Maryland
$1.17M
JG
215
Jefferies Group
New York
$1.16M -$20.3M -521,262 -95%
AT
216
Argent Trust
Texas
$1.15M
CBOA
217
Commonwealth Bank of Australia
Australia
$1.14M +$345K +8,877 +44%
PAM
218
Panagora Asset Management
Massachusetts
$1.1M +$149K +3,843 +16%
GAM
219
Gould Asset Management
California
$1.08M -$46.3K -1,191 -4%
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$1.06M +$18.2K +469 +2%
VKH
221
Virtu KCG Holdings
New York
$1.06M +$735K +18,916 +229%
ARTA
222
A.R.T. Advisors
New York
$1.06M +$394K +10,125 +60%
MCM
223
McRae Capital Management
New Jersey
$1.06M +$649K +16,681 +162%
HS
224
HighVista Strategies
Massachusetts
$1.04M
FMT
225
First Mercantile Trust
Tennessee
$1.03M +$1.02M +26,281 New

PNR Hedge Fund Activity: Q2 2016 in Review

475 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2016, worth a combined $8.86B — up 6.1% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PNR positions and 41 closed out — a net gain of 20 holders — while 156 added to existing stakes and 156 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $234M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $188M sold.

  • 475 institutional investors held Pentair (PNR) as of Q2 2016, up from 464 in Q1 2016.
  • Funds reported $8.86B of Pentair stock for Q2 2016, up 6.1% quarter-over-quarter.
  • 61 funds opened new Pentair positions in Q2 2016 and 41 closed out, a net change of +20 holders.
  • The largest Pentair buyer in Q2 2016 was Fidelity Investments, an estimated $234M added.
  • The largest Pentair seller in Q2 2016 was Waddell & Reed Financial, an estimated $188M sold.

Based on aggregated 13F filings for Q2 2016.