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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
NERM
301
New England Research & Management
Illinois
$644K -$879K -18,799 -58%
BFA
302
Bragg Financial Advisors
North Carolina
$641K
ERSOT
303
Employees Retirement System of Texas
Texas
$636K -$69.6K -1,489 -10%
Public Sector Pension Investment Board (PSP Investments)
304
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$634K -$696K -14,890 -53%
Wolverine Trading
305
Wolverine Trading
Illinois
$627K +$618K +13,212 New
AA
306
Ancora Advisors
Ohio
$614K +$605K +12,950 New
FAAS
307
First Allied Advisory Services
California
$606K +$4.67K +100 +0.8%
BFA
308
Benedict Financial Advisors
Georgia
$604K -$193K -4,122 -24%
DCM
309
Dynamic Capital Management
Jersey
$601K +$593K +12,677 New
EP
310
Elkfork Partners
Oregon
$576K +$54.6K +1,167 +11%
PIA
311
Piedmont Investment Advisors
North Carolina
$568K -$56.1K -1,200 -9%
MA
312
MUFG Americas
New York
$529K +$238K +5,100 +84%
BCM
313
BlueCrest Capital Management
Jersey
$529K +$521K +11,144 New
GIA
314
Guyasuta Investment Advisors
Pennsylvania
$528K
RWM
315
Ritholtz Wealth Management
New York
$523K +$516K +11,036 New
ECM
316
ETrade Capital Management
Virginia
$512K +$21.4K +457 +4%
Victory Capital Management
317
Victory Capital Management
Texas
$509K +$55.3K +1,184 +12%
STA
318
Summit Trail Advisors
New York
$496K +$475K +10,162 New
AIM
319
Anchor Investment Management
South Carolina
$495K -$14.6K -313 -3%
WAM
320
Wolverine Asset Management
Illinois
$494K -$1.32M -28,291 -73%
BCM
321
Brasada Capital Management
Texas
$494K +$487K +10,423 New
RCM
322
Riverhead Capital Management
Delaware
$488K +$7.53K +161 +2%
FBT
323
First Bank & Trust
South Dakota
$488K +$33.9K +726 +8%
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$474K +$14.6K +313 +3%
Verition Fund Management
325
Verition Fund Management
Connecticut
$472K +$465K +9,951 New

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.