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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
Bank of Nova Scotia
326
Bank of Nova Scotia
Ontario, Canada
$274K
CFG
327
Cooper Financial Group
California
$273K -$6.88K -120 -3%
WP
328
WealthShield Partners
North Carolina
$272K +$251K +4,372 New
WCM
329
Weld Capital Management
New York
$269K +$248K +4,317 New
Macquarie Group
330
Macquarie Group
Australia
$267K
SFO
331
Standard Family Office
South Dakota
$264K -$40.2K -700 -14%
BFS
332
Bradley Foster & Sargent
Connecticut
$264K
UIM
333
USS Investment Management
United Kingdom
$261K
HBT
334
Heartland Bank & Trust
Illinois
$258K -$31.5K -549 -12%
PAS
335
Park Avenue Securities
New York
$256K +$236K +4,111 New
DTL
336
Dynamic Technology Lab
Singapore
$254K +$234K +4,079 New
Squarepoint
337
Squarepoint
New York
$253K -$87.7K -1,528 -27%
FPCM
338
Financial Partners Capital Management
New York
$249K
BAIA
339
Bel Air Investment Advisors
California
$249K +$229K +3,996 New
AWE
340
Avidian Wealth Enterprises
Texas
$246K
EGM
341
Engineers Gate Manager
New York
$243K +$224K +3,900 New
BAM
342
Berkshire Asset Management
Pennsylvania
$242K -$4.93K -86 -2%
IB
343
Intrust Bank
Kansas
$240K -$5.85K -102 -3%
EH
344
Equitable Holdings
New York
$240K +$221K +3,853 New
MPPW
345
Mitchell & Pahl Private Wealth
Oklahoma
$239K -$746 -13 -0.3%
OFS
346
OneAscent Financial Services
Alabama
$238K +$219K +3,822 New
IRC
347
Investors Research Corp
Georgia
$233K
CAG
348
Csenge Advisory Group
Florida
$229K -$21.2K -369 -9%
Wealthfront Advisers
349
Wealthfront Advisers
California
$229K +$211K +3,681 New
BIAS
350
Beacon Investment Advisory Services
New Jersey
$227K +$209K +3,645 New

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.