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
TBA
376
Tower Bridge Advisors
Pennsylvania
$281K
LFS
377
Legacy Financial Strategies
Kansas
$280K +$276K +5,907 New
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$278K -$7.57K -162 -3%
WI
379
WrapManager Inc
California
$276K -$6.68K -143 -2%
Parallax Volatility Advisers
380
Parallax Volatility Advisers
California
$271K +$267K +5,718 New
BNP Paribas Asset Management
381
BNP Paribas Asset Management
France
$268K -$7.76M -166,098 -97%
LTFS
382
Ladenburg Thalmann Financial Services
Florida
$268K +$31.8K +680 +14%
FMII
383
Farmers & Merchants Investments Inc
Nebraska
$265K +$841 +18 +0.3%
IRC
384
Investors Research Corp
Georgia
$263K +$259K +5,544 New
VF
385
Virtu Financial
New York
$261K +$257K +5,506 New
FB
386
Fulton Bank
Pennsylvania
$254K -$1.78K -38 -0.7%
FMT
387
First Mercantile Trust
Tennessee
$251K -$198K -4,244 -45%
BUB
388
BBVA USA Bancshares
Texas
$251K +$35.7K +764 +17%
Federated Hermes
389
Federated Hermes
Pennsylvania
$250K -$31.3K -670 -11%
CAN
390
Cetera Advisor Networks
California
$246K +$241K +5,159 New
BFEC
391
Benjamin F. Edwards & Company
Missouri
$242K -$6.22K -133 -3%
HDIM
392
Hanson & Doremus Investment Management
Vermont
$239K
PCM
393
Prelude Capital Management
New York
$237K -$4.96K -106 -2%
WSCM
394
Wellington Shields Capital Management
New York
$234K
PCM
395
Penserra Capital Management
California
$232K +$36K +770 +19%
Luther King Capital Management (LKCM)
396
Luther King Capital Management (LKCM)
Texas
$228K +$10.4K +223 +5%
W
397
Wealthfront
California
$227K +$3.83K +82 +2%
MGIA
398
Moneta Group Investment Advisors
Missouri
$226K -$5.56K -119 -2%
Cambridge Investment Research Advisors
399
Cambridge Investment Research Advisors
Iowa
$217K -$38.1K -815 -15%
AP
400
Advisor Partners
California
$217K +$205K +4,376 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.