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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
Mitsubishi UFJ Asset Management
201
Mitsubishi UFJ Asset Management
Japan
$1.88M -$10.6K -227 -0.6%
ZCA
202
Zeke Capital Advisors
Pennsylvania
$1.87M +$108K +2,317 +6%
EIM
203
ExxonMobil Investment Management
Texas
$1.85M -$271K -5,805 -13%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$1.85M +$794K +16,993 +77%
M&T Bank
205
M&T Bank
New York
$1.85M -$47 -1 -0%
Alyeska Investment Group
206
Alyeska Investment Group
Illinois
$1.83M +$1.8M +38,605 New
AIM
207
Assured Investment Management
New York
$1.74M +$378K +8,082 +28%
PPSG
208
Princeton Portfolio Strategies Group
New Jersey
$1.74M +$1.71M +36,577 New
ASA
209
Armstrong Shaw Associates
Connecticut
$1.71M +$11.5K +246 +0.7%
TI
210
Trexquant Investment
Connecticut
$1.7M +$1.3M +27,876 +348%
LPL Financial
211
LPL Financial
California
$1.7M +$154K +3,301 +10%
B
212
Barings
North Carolina
$1.69M +$375K +8,026 +29%
Jane Street
213
Jane Street
New York
$1.69M +$412K +8,824 +33%
LI
214
Lafayette Investments
Maryland
$1.68M -$7.67K -164 -0.5%
EFEM
215
Eos Focused Equity Management
New York
$1.64M +$1.62M +34,581 New
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$1.64M +$281K +6,002 +21%
MSA
217
Mason Street Advisors
Wisconsin
$1.63M +$5.52K +118 +0.3%
B
218
BP
United Kingdom
$1.62M
AG
219
Advisor Group
Arizona
$1.62M -$408K -8,730 -20%
CBOA
220
Commonwealth Bank of Australia
Australia
$1.6M +$34.5K +738 +2%
MSV
221
MN Services Vermogensbeheer
Netherlands
$1.58M -$76.6K -1,638 -4%
Baird Financial Group
222
Baird Financial Group
Wisconsin
$1.53M +$44K +941 +3%
Arrowstreet Capital
223
Arrowstreet Capital
Massachusetts
$1.51M +$1.49M +31,865 New
IG
224
ING Group
Netherlands
$1.47M +$747K +15,977 +106%
AB
225
Amalgamated Bank
New York
$1.47M +$130K +2,777 +10%

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.