We are live on ! Find out more

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
TCM
351
Tuttle Capital Management
Connecticut
$333K -$268K -5,728 -45%
NA
352
Neuburgh Advisers
California
$329K +$31.2K +667 +11%
TF
353
Tompkins Financial
New York
$324K
KBFS
354
Kohmann Bosshard Financial Services
Ohio
$318K
RHBC
355
R.H. Bluestein & Co
Michigan
$318K
MHIC
356
Marble Harbor Investment Counsel
Massachusetts
$317K
ECM
357
Everence Capital Management
Indiana
$316K
FA
358
FDx Advisors
Illinois
$316K +$22.5K +481 +8%
BIAS
359
Beacon Investment Advisory Services
New Jersey
$314K -$103K -2,201 -25%
GXMC
360
Global X Management Company
New York
$312K +$45.9K +981 +17%
KRSITF
361
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$310K -$3.27K -70 -1%
TPWA
362
TRUE Private Wealth Advisors
Oregon
$308K +$304K +6,510 New
MF
363
Magnetar Financial
Illinois
$305K +$300K +6,427 New
MERSOM
364
Municipal Employees' Retirement System of Michigan
Michigan
$302K -$666K -14,250 -69%
SWP
365
Stratos Wealth Partners
Ohio
$300K +$20.6K +441 +8%
BFS
366
Bradley Foster & Sargent
Connecticut
$299K
Marshall Wace
367
Marshall Wace
United Kingdom
$297K -$3.22M -68,826 -92%
CC
368
ClearArc Capital
Ohio
$297K -$1.78K -38 -0.6%
FMB
369
Field & Main Bank
Kentucky
$294K +$290K +6,194 New
SSW
370
Smith Shellnut Wilson
Mississippi
$291K +$12.2K +262 +4%
RFC
371
Regions Financial Corp
Alabama
$291K +$24.7K +528 +9%
GG
372
Gofen & Glossberg
Illinois
$290K
Bank of Nova Scotia
373
Bank of Nova Scotia
Ontario, Canada
$286K -$2.81K -60 -1%
CI
374
Conning Inc
Connecticut
$283K
EFSCE
375
Enterprise Financial Services Corp (EFSC)
Missouri
$283K

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.