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556 hedge funds and large institutions have $11.2B invested in Pentair in 2017 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 165 increasing their positions, 175 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $8.72M

160% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 40

12% more funds holding

Funds holding: 498556 (+58)

6% more capital invested

Capital invested by funds: $10.5B → $11.2B (+$647M)

2.65% more ownership

Funds ownership: 127.32%129.97% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 175

Holders
556
Holders Change
+58
Holders Change %
+11.65%
% of All Funds
12.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
104
Increased
165
Reduced
175
Closed
40
Calls
$23.1M
Puts
$8.72M
Net Calls
+$14.4M
Net Calls Change
-$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Brinker Capital
Pennsylvania
$1.47M +$30.9K +660 +2%
RFS
227
Rockefeller Financial Services
New York
$1.47M -$74.3M -1,590,462 -98%
GCP
228
GSA Capital Partners
United Kingdom
$1.46M +$196K +4,194 +16%
AIP
229
Ameritas Investment Partners
Nebraska
$1.43M -$461K -9,869 -55%
AT
230
Argent Trust
Texas
$1.43M -$327 -7 -0%
CIM
231
Corbyn Investment Management
Maryland
$1.41M
GWM
232
Geneos Wealth Management
Colorado
$1.41M +$2.48K +53 +0.2%
CCM
233
Cadence Capital Management
Massachusetts
$1.38M -$16.7K -358 -1%
SLAM
234
Swiss Life Asset Management
$1.37M +$1.35M +28,834 New
TRSOTSOK
235
Teachers Retirement System of the State of Kentucky
Kentucky
$1.32M
ST
236
Somerset Trust
Pennsylvania
$1.25M -$51.7K -1,107 -4%
CCM
237
Covington Capital Management
California
$1.25M +$38.3K +819 +3%
OPERF
238
Oregon Public Employees Retirement Fund
Oregon
$1.25M
GAM
239
Gould Asset Management
California
$1.21M
MNG
240
Manning & Napier Group
New York
$1.18M +$1.17M +24,971 New
XK
241
Xact Kapitalforvaltning
Sweden
$1.17M +$155K +3,310 +16%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$1.16M -$13.4K -286 -1%
SAM
243
Securian Asset Management
Minnesota
$1.16M +$748 +16 +0.1%
QT
244
Quantbot Technologies
New York
$1.16M +$1.15M +24,554 New
WAM
245
World Asset Management
Michigan
$1.16M -$205K -4,387 -15%
HS
246
HighVista Strategies
Massachusetts
$1.12M -$137K -2,932 -11%
GCC
247
Game Creek Capital
Massachusetts
$1.12M +$1.1M +23,632 New
JG
248
Jefferies Group
New York
$1.11M +$1.1M +23,480 New
HAC
249
Harbor Advisory Corp
New Hampshire
$1.11M +$1.09M +23,377 New
NMERB
250
New Mexico Educational Retirement Board
New Mexico
$1.1M

PNR Hedge Fund Activity: Q4 2017 in Review

556 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2017, worth a combined $11.2B — up 6.1% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PNR positions and 40 closed out — a net gain of 64 holders — while 165 added to existing stakes and 175 trimmed.

The largest buyer was Iridian Asset Management, opening a new position worth an estimated $244M. The largest seller was T. Rowe Price Associates, cutting an estimated $220M.

  • 556 institutional investors held Pentair (PNR) as of Q4 2017, up from 498 in Q3 2017.
  • Funds reported $11.2B of Pentair stock for Q4 2017, up 6.1% quarter-over-quarter.
  • 104 funds opened new Pentair positions in Q4 2017 and 40 closed out, a net change of +64 holders.
  • The largest Pentair buyer in Q4 2017 was Iridian Asset Management, an estimated $244M added.
  • The largest Pentair seller in Q4 2017 was T. Rowe Price Associates, an estimated $220M sold.

Based on aggregated 13F filings for Q4 2017.