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Pentair
PNR

483 hedge funds and large institutions have $6.78B invested in Pentair in 2019 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 143 increasing their positions, 154 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

524% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $1.82M

102% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 42

24% more capital invested

Capital invested by funds: $5.45B → $6.78B (+$1.33B)

8% more funds holding

Funds holding: 448 → 483 (+35)

2.17% more ownership

Funds ownership: 85.84% → 88.01% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7% less repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 154

Holders
483
Holders Change
+35
Holders Change %
+7.81%
% of All Funds
9.52%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
85
Increased
143
Reduced
154
Closed
42
Calls
$11.3M
Puts
$1.82M
Net Calls
+$9.53M
Net Calls Change
-$882K

Top Buyers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
+$179M
2
Citadel Advisors
Citadel Advisors
Florida
+$40M
3
Parnassus Investments
Parnassus Investments
California
+$32.2M
4
FC
Fairpointe Capital
Illinois
+$20.3M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$15.3M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$37.4M
2
PAM
Panagora Asset Management
Massachusetts
-$25.7M
3
ClearBridge Investments
ClearBridge Investments
New York
-$20.5M
4
MPI
Mairs & Power Inc
Minnesota
-$19.6M
5
MWNA
Marshall Wace North America
New York
-$19.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
501
Ameritas Investment Company
Nebraska
– -$3K -81 Closed
GSWM
502
Golden State Wealth Management
California
– -$3K -72 Closed
BCI
503
Brinker Capital Investments
Pennsylvania
– -$2K -64 Closed
HR
504
Howe & Rusling
New York
– -$2K -58 Closed
AssetMark Inc
505
AssetMark Inc
California
– -$2.37K -56 -90%
GWAG
506
Garrett Wealth Advisory Group
Texas
– -$945 -25 Closed
CFGS
507
Concourse Financial Group Securities
Alabama
– -$1.01K -24 Closed
AIC
508
Archer Investment Corporation
Indiana
– -$1K -16 Closed
SWM
509
Sugarloaf Wealth Management
Georgia
– +$42 +1 New
MF
510
Manchester Financial
California
– +$84 +2 New
LPWM
511
Lake Point Wealth Management
Texas
– +$253 +6 New
TCM
512
Tradewinds Capital Management
Washington
– +$253 +6 New
SMFS
513
Squar Milner Financial Services
California
– +$338 +8 New
DI
514
Disciplined Investments
Oklahoma
– +$380 +9 New
PMFA
515
Plante Moran Financial Advisors
Michigan
– +$380 +9 New
17 18 19 20
21

PNR Hedge Fund Activity: Q4 2019 in Review

483 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2019, worth a combined $6.78B — up 24% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new PNR positions and 42 closed out — a net gain of 43 holders — while 143 added to existing stakes and 154 trimmed.

The largest buyer was Pictet Asset Management (UK), opening a new position worth an estimated $179M. The largest seller was Adage Capital Partners, cutting an estimated $37.4M.

  • 483 institutional investors held Pentair (PNR) as of Q4 2019, up from 448 in Q3 2019.
  • Funds reported $6.78B of Pentair stock for Q4 2019, up 24% quarter-over-quarter.
  • 85 funds opened new Pentair positions in Q4 2019 and 42 closed out, a net change of +43 holders.
  • The largest Pentair buyer in Q4 2019 was Pictet Asset Management (UK), an estimated $179M added.
  • The largest Pentair seller in Q4 2019 was Adage Capital Partners, an estimated $37.4M sold.

Based on aggregated 13F filings for Q4 2019.