We are live on ! Find out more

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
IP
551
Interval Partners
New York
-$8.83M -193,491 Closed
PI
552
Putnam Investments
Massachusetts
-$4.02M -88,106 Closed
WCMNY
553
Westchester Capital Management (New York)
New York
-$3.99M -87,404 Closed
WAM
554
Water Asset Management
New York
-$2.17M -47,648 Closed
CCM
555
Corsair Capital Management
New York
-$1.98M -43,264 Closed
TCM
556
TVR Capital Management
Connecticut
-$1.36M -29,780 Closed
BVDMP
557
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
-$1.24M -27,134 Closed
FP
558
FDO Partners
Massachusetts
-$920K -20,164 Closed
QSS
559
Quantitative Systematic Strategies
Florida
-$841K -18,429 Closed
CCWA
560
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$807K -17,680 Closed
AT
561
Arden Trust
Delaware
-$757K -16,586 Closed
AC
562
Ascend Capital
California
-$681K -14,927 Closed
WBC
563
Westpac Banking Corp
Australia
-$631K -13,828 Closed
TA
564
Tiedemann Advisors
New York
-$379K -8,797 Closed
EMG
565
Ellington Management Group
Connecticut
-$401K -8,785 Closed
DTL
566
Dynamic Technology Lab
Singapore
-$304K -6,684 Closed
Schroder Investment Management Group
567
Schroder Investment Management Group
United Kingdom
-$289K -6,403 Closed
KeyBank National Association
568
KeyBank National Association
Ohio
-$290K -6,352 Closed
CANY
569
Caxton Associates (New York)
New York
-$272K -5,956 Closed
SI
570
SII Investments
Wisconsin
-$272K -5,896 Closed
LCM
571
Landscape Capital Management
New Jersey
-$245K -5,375 Closed
SCM
572
SKBA Capital Management
California
-$243K -5,316 Closed
ICOA
573
Investment Centers of America
North Dakota
-$214K -4,719 Closed
SB
574
Suntrust Banks
Georgia
-$215K -4,710 Closed
LP
575
LMR Partners
United Kingdom
-$213K -4,655 Closed

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.