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498 hedge funds and large institutions have $10.5B invested in Pentair in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 161 increasing their positions, 178 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $28.7M | Put options by funds: $12.4M

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

1% more funds holding

Funds holding: 492498 (+6)

1% more capital invested

Capital invested by funds: $10.4B → $10.5B (+$122M)

0.71% less ownership

Funds ownership: 128.02%127.32% (-0.71%)

10% less repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 178

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
498
Holders Change
+6
Holders Change %
+1.22%
% of All Funds
12.42%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
49
Increased
161
Reduced
178
Closed
37
Calls
$28.7M
Puts
$12.4M
Net Calls
+$16.4M
Net Calls Change
+$40.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
26
Rockefeller Financial Services
New York
$74M -$467K -10,862 -0.7%
SAM
27
Southernsun Asset Management
Tennessee
$73.8M +$2.78M +64,704 +4%
GC
28
Guggenheim Capital
Illinois
$70M +$5.49M +127,802 +9%
US Bancorp
29
US Bancorp
Minnesota
$65.5M +$4.5M +104,743 +8%
ProShare Advisors
30
ProShare Advisors
Maryland
$64.3M -$1.49M -34,600 -2%
Legal & General Group
31
Legal & General Group
United Kingdom
$56.7M -$1.44M -33,416 -3%
VNIM
32
Vaughan Nelson Investment Management
Texas
$53.1M -$5.84M -135,924 -10%
WHG
33
Westwood Holdings Group
Texas
$46.7M -$2.94M -68,385 -6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$45.2M -$837K -19,487 -2%
Deutsche Bank
35
Deutsche Bank
Germany
$44.1M +$11M +256,293 +36%
Credit Agricole
36
Credit Agricole
France
$43.9M -$15.1M -350,620 -27%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$43.8M +$2.11M +49,165 +5%
Swiss National Bank
38
Swiss National Bank
Switzerland
$43.3M +$537K +12,507 +1%
Charles Schwab
39
Charles Schwab
California
$41.9M +$1.08M +25,058 +3%
Goldman Sachs
40
Goldman Sachs
New York
$41.1M +$3.41M +79,350 +10%
Morgan Stanley
41
Morgan Stanley
New York
$40.9M +$8.41M +195,856 +28%
ACM
42
Argent Capital Management
Missouri
$40.1M -$2.1M -48,994 -5%
JP Morgan Chase
43
JP Morgan Chase
New York
$38.5M +$4.03M +93,835 +12%
UBS Group
44
UBS Group
Switzerland
$37.3M -$823K -19,167 -2%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$36.9M +$416K +9,679 +1%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$34.3M -$3.98M -92,744 -11%
GAM
47
Gotham Asset Management
New York
$33.1M +$31.2M +725,874 New
Axa
48
Axa
France
$32.4M +$29.4M +683,796 +2,665%
DRZID
49
DePrince Race & Zollo Inc (DRZ)
Florida
$31.5M -$8.88M -206,688 -23%
Principal Financial Group
50
Principal Financial Group
Iowa
$30.5M -$483K -11,241 -2%