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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
APG Asset Management
101
APG Asset Management
Netherlands
$11.3M -$13.9K -298 -0.1%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$10.7M +$6.73M +143,955 +175%
Canada Pension Plan Investment Board
103
Canada Pension Plan Investment Board
Ontario, Canada
$10.7M +$10M +213,969 +1,730%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.7M +$57.4K +1,227 +0.5%
IAM
105
Impax Asset Management
New Hampshire
$10.6M +$10.4M +222,564 New
Natixis Advisors
106
Natixis Advisors
Massachusetts
$10.5M -$469K -10,038 -4%
MWNA
107
Marshall Wace North America
New York
$10.4M -$20.5M -437,556 -67%
MCTIC
108
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$10.3M +$10.1M +216,761 New
GF
109
Gabelli Funds
New York
$10.2M
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$10.1M -$67.6K -1,447 -0.7%
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$9.78M +$298K +6,376 +3%
Canada Life
112
Canada Life
Manitoba, Canada
$9.09M +$181K +3,877 +2%
Millennium Management
113
Millennium Management
New York
$8.93M -$3.63M -77,674 -29%
1M
114
13D Management
New York
$8.77M +$360K +7,699 +4%
SIA
115
SeaBridge Investment Advisors
New Jersey
$8.57M -$10.7K -229 -0.1%
Squarepoint
116
Squarepoint
New York
$8.51M +$114K +2,429 +1%
HSBC Holdings
117
HSBC Holdings
United Kingdom
$8.48M -$4.55M -97,280 -35%
QIM
118
Quantitative Investment Management
Virginia
$8.45M +$8.32M +178,084 New
BCM
119
BTR Capital Management
California
$8.29M -$123K -2,628 -1%
OC
120
Oppenheimer & Co
New York
$7.87M -$107K -2,298 -1%
Truist Financial
121
Truist Financial
North Carolina
$7.82M -$390K -8,338 -5%
AQR Capital Management
122
AQR Capital Management
Connecticut
$7.42M -$1.47M -31,530 -17%
OAM
123
Oxford Asset Management
United Kingdom
$7.41M -$2.23M -47,770 -23%
BCIM
124
British Columbia Investment Management
British Columbia, Canada
$6.98M +$495K +10,596 +8%
Ameriprise
125
Ameriprise
Minnesota
$6.96M -$249K -5,319 -3%

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.