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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
LIA
176
LS Investment Advisors
Michigan
$3.05M -$224K -4,798 -7%
AAF
177
Andra AP-fonden
Sweden
$2.92M +$216K +4,616 +8%
DADC
178
D.A. Davidson & Co
Montana
$2.8M +$1.12K +24 +0%
BF
179
BOK Financial
Oklahoma
$2.75M +$270K +5,779 +11%
CG
180
Clinton Group
New York
$2.73M +$2.69M +57,566 New
CCM
181
Catawba Capital Management
Virginia
$2.64M +$5.14K +110 +0.2%
ZIG
182
Zurich Insurance Group
Switzerland
$2.42M +$1.49M +31,916 +167%
Tudor Investment Corp
183
Tudor Investment Corp
Connecticut
$2.41M -$316K -6,766 -12%
CWM
184
CIBC World Markets
New York
$2.35M +$647K +13,830 +39%
Commonwealth Equity Services
185
Commonwealth Equity Services
Massachusetts
$2.32M +$29.4K +629 +1%
Public Employees Retirement Association of Colorado
186
Public Employees Retirement Association of Colorado
Colorado
$2.31M +$73.4K +1,571 +3%
Capital Fund Management (CFM)
187
Capital Fund Management (CFM)
France
$2.29M +$2.26M +48,393 New
URS
188
Utah Retirement Systems
Utah
$2.17M +$27.8K +595 +1%
SG Americas Securities
189
SG Americas Securities
New York
$2.12M -$2.64M -56,572 -56%
SFM
190
Systematic Financial Management
New Jersey
$2.08M -$105K -2,238 -5%
Nomura Asset Management
191
Nomura Asset Management
Japan
$2.08M +$307K +6,564 +18%
TMAM
192
Tokio Marine Asset Management
Japan
$2.05M
MCM
193
McRae Capital Management
New Jersey
$2.04M +$62.6K +1,340 +3%
CI
194
Cowen Inc
New York
$2.02M +$1.99M +42,606 New
BB
195
Busey Bank
Illinois
$1.98M -$640K -13,690 -25%
Voloridge Investment Management
196
Voloridge Investment Management
Florida
$1.96M +$1.93M +41,259 New
Russell Investments Group
197
Russell Investments Group
United Kingdom
$1.95M -$341K -7,285 -15%
SCM
198
Stevens Capital Management
Pennsylvania
$1.94M -$2.27M -48,478 -54%
PP
199
Paloma Partners
Connecticut
$1.92M +$754K +16,135 +66%
JC
200
Jacobs & Co
California
$1.9M -$17.8K -380 -0.9%

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.