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551 hedge funds and large institutions have $9.5B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

684% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $7.47M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $8.26B → $9.5B (+$1.24B)

5% more funds holding

Funds holding: 526551 (+25)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 198

1.63% less ownership

Funds ownership: 91.01%89.38% (-1.6%)

Holders
551
Holders Change
+25
Holders Change %
+4.75%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
68
Increased
180
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
276
United Asset Strategies
New York
$734K +$25.3K +440 +4%
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
$733K +$21.1K +367 +3%
ANBT
278
American National Bank & Trust
Texas
$728K -$25.6K -445 -4%
Point72 Asset Management
279
Point72 Asset Management
Connecticut
$724K -$7.24M -125,698 -92%
QCM
280
Quantinno Capital Management
New York
$712K +$139K +2,420 +28%
LNWWM
281
Laird Norton Wetherby Wealth Management
California
$701K +$403 +7 +0.1%
OFA
282
Oak Family Advisors
Illinois
$701K
MC
283
Moors & Cabot
Massachusetts
$693K +$2.88K +50 +0.5%
GC
284
Guggenheim Capital
Illinois
$690K -$161K -2,793 -21%
PA
285
Pinnacle Associates
New York
$679K -$50.9K -884 -8%
CAG
286
Csenge Advisory Group
Florida
$677K +$88.1K +1,530 +17%
BCP
287
Blackhawk Capital Partners
Wisconsin
$677K -$410K -7,122 -40%
Pacer Advisors
288
Pacer Advisors
Pennsylvania
$676K -$292K -5,070 -33%
OP
289
ORG Partners
Indiana
$673K +$602K +10,454 New
ECM
290
Everence Capital Management
Indiana
$672K
MF
291
Magnetar Financial
Illinois
$670K +$226K +3,919 +61%
GS
292
GTS Securities
New York
$659K +$587K +10,201 New
LSERS
293
Louisiana State Employees Retirement System
Louisiana
$659K -$28.8K -500 -5%
ACM
294
Argyle Capital Management
Pennsylvania
$646K
FRM
295
Fox Run Management
Connecticut
$623K +$555K +9,648 New
SPC
296
Sigma Planning Corp
Michigan
$622K -$96.8K -1,681 -15%
Truist Financial
297
Truist Financial
North Carolina
$620K +$70K +1,217 +15%
CGH
298
Crossmark Global Holdings
Texas
$609K +$2.59K +45 +0.5%
SB
299
Strategic Blueprint
Georgia
$605K -$43.6K -758 -7%
Lido Advisors
300
Lido Advisors
California
$604K +$538K +9,349 New