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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
PF
301
Phoenix Financial
Israel
$315K +$291K +5,068 New
VHMC
302
Value Holdings Management Company
New York
$311K +$57.4K +1,000 +25%
SWM
303
Shakespeare Wealth Management
Wisconsin
$310K
VAS
304
Vestmark Advisory Solutions
Massachusetts
$306K +$25K +436 +10%
BRWA
305
B. Riley Wealth Advisors
Florida
$306K +$281K +4,900 New
CB
306
Commerce Bank
Missouri
$304K -$327K -5,694 -54%
PK
307
Pflug Koory
Nebraska
$303K -$11.8K -205 -4%
CAM
308
Cresset Asset Management
Illinois
$303K +$279K +4,857 New
AIC
309
Ameritas Investment Company
Nebraska
$302K +$278K +4,852 New
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$302K -$165K -2,883 -37%
BCV
311
Banque Cantonale Vaudoise
Switzerland
$298K -$8.61K -150 -3%
BCI
312
Brinker Capital Investments
Pennsylvania
$296K -$226K -3,931 -45%
JFGIW
313
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$291K +$268K +4,671 New
IMRF
314
Illinois Municipal Retirement Fund
Illinois
$289K -$158K -2,759 -37%
XT
315
XTX Topco
Cayman Islands
$285K +$263K +4,576 New
CWM
316
Cornerstone Wealth Management
Missouri
$280K -$68.5K -1,194 -21%
QCM
317
Quantinno Capital Management
New York
$280K
RHBC
318
R.H. Bluestein & Co
Michigan
$280K
KRSITF
319
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$279K -$8.55K -149 -3%
KOMWMG
320
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$278K
ED
321
Exane Derivatives
France
$277K +$255K +4,445 New
RC
322
RegentAtlantic Capital
New Jersey
$275K -$32.1K -559 -11%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$275K +$1.66K +29 +0.7%
GG
324
Gofen & Glossberg
Illinois
$275K +$17.2K +300 +7%
Canada Pension Plan Investment Board
325
Canada Pension Plan Investment Board
Ontario, Canada
$275K +$253K +4,404 +44,040%

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.