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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
FIB
451
First Interstate Bank
Montana
$32K -$1.59K -34 -5%
CAW
452
Cornerstone Advisors (Washington)
Washington
$30K
CA
453
Calton & Associates
Florida
$30K +$28.6K +612 New
RE
454
RBC Europe
United Kingdom
$29.8K -$4.11K -88 -12%
MFW
455
Mosaic Family Wealth
Missouri
$29K -$19.7K -422 -41%
BTIS
456
BB&T Investment Services
North Carolina
$29K -$8.88K -190 -25%
IA
457
IFP Advisors
Florida
$28K -$25.2K -540 -48%
BG
458
Bollard Group
Massachusetts
$27K +$140 +3 +0.5%
IP
459
Intellectus Partners
California
$26K
GAM
460
Gemmer Asset Management
California
$24K
JFA
461
JNBA Financial Advisors
Minnesota
$24K
WA
462
WealthTrust-Arizona
Arizona
$23K
AC
463
Avestar Capital
New York
$21K +$37K +792 New
CHP
464
Cable Hill Partners
Oregon
$18K -$3.41K -73 -17%
SFG
465
SevenBridge Financial Group
Pennsylvania
$18K
APA
466
American Portfolios Advisors
New York
$17.7K +$17.4K +372 New
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$16.9K
CFA
468
Carroll Financial Associates
North Carolina
$16K +$2.85K +61 +22%
RPC
469
Rossmore Private Capital
Connecticut
$14.1K +$13.9K +298 New
TCOV
470
Trust Company of Vermont
Vermont
$14K
GFP
471
Gryphon Financial Partners
Ohio
$14K +$13.4K +286 New
FGC
472
Financial Gravity Companies
Texas
$14K +$13.8K +296 New
VCM
473
Versant Capital Management
Arizona
$13K
CFD
474
Creative Financial Designs
Indiana
$12K
VIA
475
Vantage Investment Advisors
Pennsylvania
$12K

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.