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477 hedge funds and large institutions have $11.7B invested in Pentair in 2014 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 151 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 46

13% more capital invested

Capital invested by funds: $10.3B → $11.7B (+$1.39B)

6% more funds holding

Funds holding: 448477 (+29)

2.02% more ownership

Funds ownership: 121.78%123.79% (+2%)

16% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 180

25% less call options, than puts

Call options by funds: $7.93M | Put options by funds: $10.5M

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

Holders
477
Holders Change
+29
Holders Change %
+6.47%
% of All Funds
12.72%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.19%
New
80
Increased
151
Reduced
180
Closed
46
Calls
$7.93M
Puts
$10.5M
Net Calls
-$2.59M
Net Calls Change
+$4.47M
Name Holding Trade Value Shares
Change
Change in
Stake
MAA
101
Managed Account Advisors
New Jersey
$12M -$5.48M -124,805 -32%
Swiss National Bank
102
Swiss National Bank
Switzerland
$11.9M -$464K -10,572 -4%
Bank of America
103
Bank of America
North Carolina
$11.7M -$4.97M -113,190 -30%
Stifel Financial
104
Stifel Financial
Missouri
$11.5M +$7.22M +164,423 +177%
GF
105
Gabelli Funds
New York
$11.3M -$3.79M -86,362 -25%
RFC
106
Russell Frank Company
Washington
$11.2M -$12.5M -283,918 -53%
Barclays
107
Barclays
United Kingdom
$11.1M -$5.78M -131,678 -34%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$10.7M +$1.09M +24,850 +12%
Truist Financial
109
Truist Financial
North Carolina
$10.5M +$80.1K +1,824 +0.8%
Comerica Bank
110
Comerica Bank
Texas
$10.2M +$4.43M +100,825 +79%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$10M +$563K +12,820 +6%
HSBC Holdings
112
HSBC Holdings
United Kingdom
$9.43M +$350K +7,971 +4%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$9.38M -$360K -8,207 -4%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$8.38M -$770K -17,551 -9%
UCFA
115
United Capital Financial Advisors
Texas
$8.29M +$1.3M +29,528 +19%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$8.14M -$780K -17,774 -9%
SIA
117
SeaBridge Investment Advisors
New Jersey
$8.11M +$823K +18,747 +12%
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$7.93M -$12M -273,277 -61%
SCP
119
Sandhill Capital Partners
New York
$7.76M -$808K -18,412 -10%
BCM
120
BTR Capital Management
California
$7.72M +$1.66M +37,763 +28%
NFA
121
Nationwide Fund Advisors
Ohio
$7.53M +$1.2M +27,359 +19%
KCM
122
Kornitzer Capital Management
Kansas
$7.46M -$289K -6,588 -4%
PAM
123
Private Asset Management
California
$7.05M +$1.16M +26,445 +20%
OCM
124
Olstein Capital Management
New York
$7.04M +$6.93M +157,834 New
William Blair & Company
125
William Blair & Company
Illinois
$6.7M -$370K -8,417 -5%