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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
Fuller & Thaler Asset Management
426
Fuller & Thaler Asset Management
California
$120K
ASN
427
Advisory Services Network
Georgia
$119K +$18.7K +401 +19%
Korea Investment Corp
428
Korea Investment Corp
South Korea
$113K
DSC
429
Duncker Streett & Co
Missouri
$108K +$47 +1 +0%
HNB
430
Huntington National Bank
Ohio
$86K -$21.6K -463 -21%
EWM
431
Evercore Wealth Management
New York
$79K -$1.07K -23 -1%
DCM
432
Dupont Capital Management
Delaware
$77K +$76.2K +1,629 New
TRCT
433
Tower Research Capital (TRC)
New York
$75K +$43.8K +938 +147%
GEA
434
Glen Eagle Advisors
New Jersey
$74.2K -$8.7K -186 -11%
CAPTRUST Financial Advisors
435
CAPTRUST Financial Advisors
North Carolina
$74K +$3.6K +77 +5%
MCA
436
Mercer Capital Advisers
New Jersey
$71K
RFA
437
Reilly Financial Advisors
California
$71K
AF
438
Advisornet Financial
Minnesota
$68K +$67K +1,434 New
BAM
439
Barrett Asset Management
New York
$66K +$64.7K +1,385 New
BL
440
Balentine LLC
Georgia
$62K
TSW
441
Thompson Siegel & Walmsley
Virginia
$56K +$55.7K +1,191 New
Twin Tree Management
442
Twin Tree Management
Texas
$54K +$53.4K +1,142 New
HFP
443
Holistic Financial Partners
Indiana
$53K +$52.4K +1,120 New
SIAS
444
Shine Investment Advisory Services
Colorado
$49K +$2.01K +43 +4%
WT
445
Whittier Trust
California
$44K
LWCFA
446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41K
GLI
447
Guardian Life Insurance
New York
$38K +$11.2K +239 +43%
WEC
448
Winslow Evans & Crocker
Massachusetts
$37.2K
RCC
449
Red Cedar Capital
Nebraska
$37K +$36.7K +785 New
CIA
450
Cascade Investment Advisors
Oregon
$35.3K

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.