We are live on ! Find out more

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
Baird Financial Group
201
Baird Financial Group
Wisconsin
$1.18M -$89.9K -2,251 -7%
TAF
202
Tredje AP-fonden
Sweden
$1.15M +$470K +11,775 +76%
CBOA
203
Commonwealth Bank of Australia
Australia
$1.15M +$96.5K +2,414 +10%
HS
204
HighVista Strategies
Massachusetts
$1.12M
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$1.1M -$65.4K -1,637 -6%
CWM
206
CIBC World Markets
New York
$1.1M +$355K +8,889 +52%
CA
207
Commerzbank Aktiengesellschaft
Germany
$1.08M +$375K +9,397 +58%
CCM
208
Covington Capital Management
California
$1.08M +$38.7K +968 +4%
GAM
209
Gould Asset Management
California
$1.08M
NMERB
210
New Mexico Educational Retirement Board
New Mexico
$1.06M -$83.3K -2,085 -8%
SAM
211
Securian Asset Management
Minnesota
$1.05M +$7.15K +179 +0.7%
FMT
212
First Mercantile Trust
Tennessee
$1.04M
GWM
213
Greenwich Wealth Management
Connecticut
$1.03M
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$1.03M -$1.16K -29 -0.1%
VIA
215
Virtus Investment Advisers
Connecticut
$1.01M -$431K -10,784 -31%
HighTower Advisors
216
HighTower Advisors
Illinois
$1.01M -$1.68K -42 -0.2%
Mackenzie Financial
217
Mackenzie Financial
Ontario, Canada
$1M +$613K +15,337 +181%
XK
218
Xact Kapitalforvaltning
Sweden
$981K
SLAM
219
Swiss Life Asset Management
$976K +$924K +23,135 New
PAM
220
Palisade Asset Management
Minnesota
$963K +$11.9K +298 +1%
American Century Companies
221
American Century Companies
Missouri
$943K -$23.3K -584 -3%
HH
222
Hilltop Holdings
Texas
$939K +$76.4K +1,913 +9%
KOCAA
223
Knights of Columbus Asset Advisors
Connecticut
$929K +$880K +22,037 New
IPC
224
Independent Portfolio Consultants
Florida
$928K -$61.8K -1,547 -7%
SMDAM
225
Sumitomo Mitsui DS Asset Management
Japan
$906K +$83.5K +2,090 +11%

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.