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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
TA
76
Teachers Advisors
New York
$19.1M +$49.4K +1,057 +0.3%
MPIA
77
Mountain Pacific Investment Advisers
Idaho
$18.8M +$413K +8,837 +2%
Asset Management One
78
Asset Management One
Japan
$18.1M -$83.3K -1,782 -0.5%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$17.8M -$45.3K -968 -0.3%
SEI Investments
80
SEI Investments
Pennsylvania
$17.5M +$7.72M +165,215 +81%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$17.4M -$446K -9,530 -3%
FP
82
Foundry Partners
Minnesota
$17M -$656K -14,034 -4%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$16.7M +$13M +277,514 +373%
PI
84
PGGM Investments
Netherlands
$16.2M +$10.8M +230,777 +208%
CI
85
Cooper Investors
Australia
$15.3M +$15.1M +323,566 New
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$15.2M -$7.54M -161,289 -33%
JAM
87
Jupiter Asset Management
United Kingdom
$15M
Barclays
88
Barclays
United Kingdom
$14.9M +$8.5M +181,855 +137%
Stifel Financial
89
Stifel Financial
Missouri
$13.9M -$1.2M -25,622 -8%
GIA
90
Gateway Investment Advisers
Ohio
$13.8M -$517K -11,069 -4%
WCM
91
Wedge Capital Management
North Carolina
$13.5M +$42K +899 +0.3%
FWCM
92
Ferguson Wellman Capital Management
Oregon
$13.3M +$289K +6,187 +2%
Allianz Asset Management
93
Allianz Asset Management
Germany
$13.2M -$8.18M -174,916 -39%
TAM
94
Taurus Asset Management
New York
$12.9M -$56K -1,199 -0.4%
SAM
95
Scopus Asset Management
New York
$12.7M +$6.26M +134,010 +100%
WG
96
Winton Group
United Kingdom
$12.2M +$5.65M +120,929 +88%
First Trust Advisors
97
First Trust Advisors
Illinois
$12.2M +$1.05M +22,381 +10%
OTPPB
98
Ontario Teachers' Pension Plan Board
Ontario, Canada
$12.1M -$2.41M -51,519 -17%
AP
99
AHL Partners
United Kingdom
$12M -$2.22M -47,455 -16%
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$11.4M +$813K +17,383 +8%

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.