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599 hedge funds and large institutions have $10.7B invested in Pentair in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 200 increasing their positions, 175 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 48

14% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 175

9% more funds holding

Funds holding: 552599 (+47)

8% more capital invested

Capital invested by funds: $9.92B → $10.7B (+$795M)

6% more ownership

Funds ownership: 83.08%89.08% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $14.4M

Holders
599
Holders Change
+47
Holders Change %
+8.51%
% of All Funds
9.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
105
Increased
200
Reduced
175
Closed
48
Calls
$13.7M
Puts
$14.4M
Net Calls
-$710K
Net Calls Change
+$598K
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
251
Palisade Asset Management
Minnesota
$1.05M
NB
252
Norinchukin Bank
Japan
$1.03M -$11.3K -154 -1%
HH
253
HWG Holdings
Texas
$1.03M +$1.04M +14,117 New
Verition Fund Management
254
Verition Fund Management
Connecticut
$1.03M +$683K +9,267 +192%
GLA
255
Great Lakes Advisors
Illinois
$1.03M +$26.7K +363 +3%
SAM
256
Securian Asset Management
Minnesota
$1.01M +$13.6K +185 +1%
AIM
257
Aigen Investment Management
New York
$997K +$1.01M +13,690 New
OPERF
258
Oregon Public Employees Retirement Fund
Oregon
$984K -$29.5K -400 -3%
JC
259
Jacobs & Co
California
$963K
Pacer Advisors
260
Pacer Advisors
Pennsylvania
$941K +$244K +3,318 +35%
QT
261
Quantamental Technologies
New York
$937K +$946K +12,837 New
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$922K
EM
263
ELCO Management
New York
$917K +$261K +3,545 +39%
EMPI
264
Elo Mutual Pension Insurance
Finland
$903K +$40.6K +551 +5%
TRSOTSOK
265
Teachers Retirement System of the State of Kentucky
Kentucky
$894K -$98.5K -1,337 -10%
Creative Planning
266
Creative Planning
Kansas
$889K +$463K +6,285 +107%
Allianz Asset Management
267
Allianz Asset Management
Germany
$885K
DILIC
268
Dai-ichi Life Insurance Company
Japan
$884K +$892K +12,100 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
269
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$869K -$2.94M -39,896 -77%
GT
270
Glenmede Trust
Pennsylvania
$863K +$31.9K +433 +4%
Twin Tree Management
271
Twin Tree Management
Texas
$862K +$549K +7,452 +171%
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$856K +$9.58K +130 +1%
SCM
273
Stevens Capital Management
Pennsylvania
$838K +$846K +11,480 New
TCM
274
Teza Capital Management
Illinois
$822K +$829K +11,252 New
MC
275
Moors & Cabot
Massachusetts
$818K -$7.37K -100 -0.9%

PNR Hedge Fund Activity: Q4 2021 in Review

599 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2021, worth a combined $10.7B — up 8% from $9.92B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new PNR positions and 48 closed out — a net gain of 57 holders — while 200 added to existing stakes and 175 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $786M. The largest seller was Nordea Investment Management, cutting an estimated $286M.

  • 599 institutional investors held Pentair (PNR) as of Q4 2021, up from 552 in Q3 2021.
  • Funds reported $10.7B of Pentair stock for Q4 2021, up 8% quarter-over-quarter.
  • 105 funds opened new Pentair positions in Q4 2021 and 48 closed out, a net change of +57 holders.
  • The largest Pentair buyer in Q4 2021 was Parnassus Investments, an estimated $786M added.
  • The largest Pentair seller in Q4 2021 was Nordea Investment Management, an estimated $286M sold.

Based on aggregated 13F filings for Q4 2021.