Pentair
PNR
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.
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: 498 → 556 (+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: 2 → 2 (0)
6% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 175
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$244M |
| 2 |
Renaissance Technologies
New York
|
+$43.9M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$42.4M |
| 4 |
First Eagle Investment Management
New York
|
+$35.8M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$33.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$220M |
| 2 |
RFS
Rockefeller Financial Services
New York
|
-$74.3M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$55.4M |
| 4 |
Credit Agricole
Montrouge Cedex,
France
|
-$41M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.5M |
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.