PNR icon

Pentair
PNR

Overview Fund Activity

512 hedge funds and large institutions have $6.49B invested in Pentair in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 64 increasing their positions, 392 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
512
Holders Change
-31
Holders Change %
-5.71%
% of All Funds
11.74%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
55
Increased
64
Reduced
392
Closed
81
Calls
$10.8M
Puts
$4.92M
Net Calls
+$5.84M
Net Calls Change
-$2.05M

Top Buyers

1
GCM
Gates Capital Management
New York
$81.2M
2
Two Sigma Investments
Two Sigma Investments
New York
$32.5M
3
Invesco
Invesco
Georgia
$235M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$26.6M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$10.6M

Top Sellers

1
TFM
Trian Fund Management
New York
$578M
2
Vanguard Group
Vanguard Group
Pennsylvania
$714M
3
BlackRock
BlackRock
New York
$550M
4
IAM
Iridian Asset Management
Connecticut
$0
5
State Street
State Street
Massachusetts
$372M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
476
Tarbox Family Office
California
$2K -$974 -19 -33%
BAMG
477
Brand Asset Management Group
Missouri
$2K +$2K +44 New
CPIG
478
Chicago Partners Investment Group
Illinois
$2K +$2K +46 New
AWM
479
AllSquare Wealth Management
New York
$2K +$2K +56 New
SWA
480
Sutton Wealth Advisors
Florida
$1.73K -$841 -20 -33%
LFA
481
Legacy Financial Advisors
Kentucky
$1K -$2.42K -75 -71%
PMFA
482
Plante Moran Financial Advisors
Michigan
$1K -$2.04K -49 -67%
GI
483
Gradient Investments
Minnesota
$1K -$759 -22 -43%
EA
484
Edge Advisors
Georgia
$1K -$486 -18 -33%
SIM
485
Sonora Investment Management
Arizona
$1K -$486 -17 -33%
TL
486
TrueWealth LLC
Georgia
$1K -$500 -15 -33%
VNA
487
Valley National Advisers
Pennsylvania
$1K -$483 -14 -33%
MRCM
488
M&R Capital Management
New Jersey
$1K -$483 -14 -33%
TC
489
Trilogy Capital
California
$1K -$481 -13 -33%
RWP
490
RWA Wealth Partners
Massachusetts
$1K -$500 -13 -33%
NPP
491
New Potomac Partners
Maryland
$1K -$476 -10 -32%
OC
492
Oakworth Capital
Alabama
$1K -$500 -10 -33%
AWM
493
Aevitas Wealth Management
Massachusetts
$1K -$500 -10 -33%
PCP
494
Proficio Capital Partners
Massachusetts
$1K -$474 -9 -32%
TWA
495
TCI Wealth Advisors
Arizona
$1K -$259 -7 -21%
GWS
496
Glassman Wealth Services
Virginia
$1K +$400 +14 +67%
IAS
497
IMA Advisory Services
Colorado
$1K +$1K +18 New
CF
498
Centaurus Financial
California
$1K +$1K +25 New
WPA
499
West Paces Advisors
Georgia
$968 -$463 -11 -32%
WIM
500
Westside Investment Management
California
$881 -$420 -10 -32%
18 19
20
21 22