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517 hedge funds and large institutions have $8.64B invested in Pentair in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 150 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 56

12% more capital invested

Capital invested by funds: $7.71B → $8.64B (+$927M)

2% more funds holding

Funds holding: 508517 (+9)

0.79% less ownership

Funds ownership: 84.28%83.49% (-0.79%)

21% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 189

50% less call options, than puts

Call options by funds: $3.35M | Put options by funds: $6.74M

Holders
517
Holders Change
+9
Holders Change %
+1.77%
% of All Funds
9.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
72
Increased
150
Reduced
189
Closed
56
Calls
$3.35M
Puts
$6.74M
Net Calls
-$3.4M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
251
Sumitomo Mitsui DS Asset Management
Japan
$616K -$1.15K -20 -0.2%
EM
252
ELCO Management
New York
$615K +$73.4K +1,280 +15%
KRS
253
Kentucky Retirement Systems
Kentucky
$609K -$19.4K -339 -3%
CA
254
Capitolis Advisors
New York
$602K
CGH
255
Crossmark Global Holdings
Texas
$591K -$30.4K -530 -5%
Cambridge Investment Research Advisors
256
Cambridge Investment Research Advisors
Iowa
$580K +$85.9K +1,498 +19%
Los Angeles Capital Management
257
Los Angeles Capital Management
California
$578K
MCA
258
Mercer Capital Advisers
New Jersey
$577K -$73.1K -1,275 -12%
MAM
259
Meeder Asset Management
Ohio
$570K +$426K +7,434 +434%
Jane Street
260
Jane Street
New York
$517K -$1.08M -18,878 -69%
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$508K +$918 +16 +0.2%
HI
262
Horizon Investments
North Carolina
$498K -$109K -1,898 -19%
KMC
263
Kirr Marbach & Co
Indiana
$487K
HI
264
Harbour Investments
Wisconsin
$487K +$448K +7,817 New
PFO
265
Pathstone Family Office
New Jersey
$481K +$437K +7,622 +8,196%
AT
266
Arden Trust
Delaware
$479K -$13.8K -240 -3%
OWM
267
OneAscent Wealth Management
Alabama
$478K +$18K +313 +4%
EP
268
Eudaimonia Partners
Tennessee
$472K -$48.4K -844 -10%
MAFM
269
Mid Atlantic Financial Management
Pennsylvania
$458K -$95.4K -1,663 -18%
X
270
Xponance
Pennsylvania
$449K -$3.84K -67 -0.9%
FFN
271
Focus Financial Network
Minnesota
$447K +$184K +3,208 +81%
B
272
BP
United Kingdom
$445K -$133K -2,325 -25%
SB
273
Strategic Blueprint
Georgia
$445K +$409K +7,133 New
ALAM
274
Asahi Life Asset Management
Japan
$445K +$410K +7,140 New
FMLI
275
Fukoku Mutual Life Insurance
Japan
$444K -$34.4K -600 -8%

PNR Hedge Fund Activity: Q1 2021 in Review

517 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2021, worth a combined $8.64B — up 12% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PNR positions and 56 closed out — a net gain of 16 holders — while 150 added to existing stakes and 189 trimmed.

The largest buyer was Credit Suisse, adding an estimated $42.5M. The largest seller was Prudential Financial, cutting an estimated $43M.

  • 517 institutional investors held Pentair (PNR) as of Q1 2021, up from 508 in Q4 2020.
  • Funds reported $8.64B of Pentair stock for Q1 2021, up 12% quarter-over-quarter.
  • 72 funds opened new Pentair positions in Q1 2021 and 56 closed out, a net change of +16 holders.
  • The largest Pentair buyer in Q1 2021 was Credit Suisse, an estimated $42.5M added.
  • The largest Pentair seller in Q1 2021 was Prudential Financial, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2021.