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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
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$33.2M +$29.7M +636,120 +995%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$31.7M +$390K +8,350 +1%
Principal Financial Group
53
Principal Financial Group
Iowa
$31M -$658K -14,069 -2%
GAM
54
Gotham Asset Management
New York
$30.9M -$3.46M -74,015 -10%
DRZID
55
DePrince Race & Zollo Inc (DRZ)
Florida
$30.4M -$2.3M -49,250 -7%
RJA
56
Raymond James & Associates
Florida
$29M +$8.74K +187 +0%
KBC Group
57
KBC Group
Belgium
$27.5M +$3.53M +75,497 +15%
PAM
58
Panagora Asset Management
Massachusetts
$26.6M +$22.9M +489,790 +688%
CS
59
Credit Suisse
Switzerland
$25M -$5.28M -113,018 -18%
TCIM
60
TIAA CREF Investment Management
New York
$24.8M -$1.47M -31,445 -6%
Mitsubishi UFJ Trust & Banking
61
Mitsubishi UFJ Trust & Banking
Japan
$24.7M -$361K -7,715 -1%
FQ
62
First Quadrant
California
$24.5M +$24.1M +516,047 New
Los Angeles Capital Management
63
Los Angeles Capital Management
California
$23.4M +$25.9K +555 +0.1%
Prudential Financial
64
Prudential Financial
New Jersey
$23.1M +$725K +15,500 +3%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$22.7M -$32.8K -702 -0.1%
AllianceBernstein
66
AllianceBernstein
Tennessee
$22.5M -$892K -19,092 -4%
PPA
67
Parametric Portfolio Associates
Washington
$22.4M +$259K +5,537 +1%
Loomis, Sayles & Company
68
Loomis, Sayles & Company
Massachusetts
$21.3M -$14.1M -300,702 -40%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$21.3M +$421K +9,014 +2%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$20.9M +$78.3K +1,676 +0.4%
Nomura Holdings
71
Nomura Holdings
Japan
$20.5M +$17.2M +368,230 +566%
Aberdeen Group
72
Aberdeen Group
United Kingdom
$19.6M +$1.2M +25,756 +7%
RS
73
Robeco Schweiz
Switzerland
$19.4M -$1.23M -26,250 -6%
Citadel Advisors
74
Citadel Advisors
Florida
$19.3M +$4.23M +90,565 +29%
Two Sigma Investments
75
Two Sigma Investments
New York
$19.1M +$18.9M +403,753 New

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.