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552 hedge funds and large institutions have $9.92B invested in Pentair in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 170 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 42

7% more funds holding

Funds holding: 518552 (+34)

6% more capital invested

Capital invested by funds: $9.38B → $9.92B (+$543M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.64% less ownership

Funds ownership: 83.72%83.08% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 185

15% less call options, than puts

Call options by funds: $7.17M | Put options by funds: $8.47M

Holders
552
Holders Change
+34
Holders Change %
+6.56%
% of All Funds
9.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
83
Increased
170
Reduced
185
Closed
42
Calls
$7.17M
Puts
$8.47M
Net Calls
-$1.31M
Net Calls Change
-$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
301
Van Hulzen Asset Management
California
$454K +$1.64K +22 +0.4%
FMLI
302
Fukoku Mutual Life Insurance
Japan
$453K +$53K +710 +13%
RC
303
RBF Capital
California
$436K
KMC
304
Kirr Marbach & Co
Indiana
$434K -$110K -1,475 -20%
PCA
305
Pallas Capital Advisors
Massachusetts
$434K -$56.2K -753 -11%
Creative Planning
306
Creative Planning
Kansas
$427K +$4.03K +54 +0.9%
HI
307
Horizon Investments
North Carolina
$421K -$70.5K -945 -14%
PG
308
Pendal Group
Australia
$420K +$431K +5,779 New
MAM
309
Meeder Asset Management
Ohio
$412K -$270K -3,618 -39%
WAM
310
World Asset Management
Michigan
$408K -$31.7K -425 -7%
NFC
311
Northeast Financial Consultants
Connecticut
$406K
JSC
312
Jackson Square Capital
California
$401K -$15K -201 -4%
RA
313
RFG Advisory
Alabama
$394K -$2.39K -32 -0.6%
GCP
314
GSA Capital Partners
United Kingdom
$392K -$137K -1,833 -25%
CB
315
Commerce Bank
Missouri
$387K +$34.7K +465 +10%
NERM
316
New England Research & Management
Illinois
$375K
QI
317
Qtron Investments
Massachusetts
$374K -$691K -9,256 -64%
SSW
318
Smith Shellnut Wilson
Mississippi
$368K +$4.4K +59 +1%
CI
319
Cigna Investments
Connecticut
$366K -$7.46K -100 -2%
CFG
320
Cooper Financial Group
California
$365K +$23K +308 +7%
SWM
321
Shakespeare Wealth Management
Wisconsin
$363K
FA
322
FDx Advisors
Illinois
$355K -$104K -1,392 -22%
PK
323
Pflug Koory
Nebraska
$353K
FTA
324
Financial & Tax Architects
Missouri
$352K -$23.3K -312 -6%
BCV
325
Banque Cantonale Vaudoise
Switzerland
$352K -$27K -362 -7%

PNR Hedge Fund Activity: Q3 2021 in Review

552 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q3 2021, worth a combined $9.92B — up 5.8% from $9.38B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PNR positions and 42 closed out — a net gain of 41 holders — while 170 added to existing stakes and 185 trimmed.

The largest buyer was Vanguard Group, adding an estimated $79.4M. The largest seller was Ninety One (UK), cutting an estimated $209M.

  • 552 institutional investors held Pentair (PNR) as of Q3 2021, up from 518 in Q2 2021.
  • Funds reported $9.92B of Pentair stock for Q3 2021, up 5.8% quarter-over-quarter.
  • 83 funds opened new Pentair positions in Q3 2021 and 42 closed out, a net change of +41 holders.
  • The largest Pentair buyer in Q3 2021 was Vanguard Group, an estimated $79.4M added.
  • The largest Pentair seller in Q3 2021 was Ninety One (UK), an estimated $209M sold.

Based on aggregated 13F filings for Q3 2021.