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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
EARNEST Partners
501
EARNEST Partners
Georgia
$5K +$5.38K +115 New
FMTCOCP
502
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.73K
AFNAS
503
American Financial Network Advisory Services
California
$4K -$6.26K -134 -64%
Carson Wealth (CWM LLC)
504
Carson Wealth (CWM LLC)
Nebraska
$4K
PMFA
505
Plante Moran Financial Advisors
Michigan
$4K
QAM
506
QCI Asset Management
New York
$4K
RCG
507
Ruggie Capital Group
Florida
$4K
CI Investments Inc
508
CI Investments Inc
Ontario, Canada
$4K +$1.78K +38 +79%
VFA
509
Valeo Financial Advisors
Indiana
$4K +$2.43K +52 +186%
TG
510
TLP Group
Illinois
$4K +$3.83K +82 New
PW
511
Price Wealth
Texas
$4K +$4.16K +89 New
TFO
512
Tarbox Family Office
California
$3K -$140 -3 -5%
GBT
513
Grove Bank & Trust
Florida
$3K
IWM
514
IHT Wealth Management
Illinois
$3K +$654 +14 +27%
TFS
515
TrustCore Financial Services
Tennessee
$3K +$2.81K +60 New
SSB
516
Sandy Spring Bank
Maryland
$3K +$2.85K +61 New
MSA
517
Marino Stram & Associates
Massachusetts
$3K +$3.27K +70 New
SWA
518
Sutton Wealth Advisors
Florida
$2.9K
SIM
519
Sonora Investment Management
Arizona
$2.47K
BWA
520
Burt Wealth Advisors
Maryland
$2K
CIM
521
Contravisory Investment Management
Massachusetts
$2K
EA
522
Edge Advisors
Georgia
$2K
MRCM
523
M&R Capital Management
New Jersey
$2K
TWA
524
TCI Wealth Advisors
Arizona
$2K
VNA
525
Valley National Advisers
Pennsylvania
$2K

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.