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518 hedge funds and large institutions have $9.38B invested in Pentair in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 173 increasing their positions, 172 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $8.63M

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $8.64B → $9.38B (+$742M)

1% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 172

0.22% more ownership

Funds ownership: 83.49%83.72% (+0.22%)

0% more funds holding

Funds holding: 517518 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
518
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
56
Increased
173
Reduced
172
Closed
49
Calls
$11.7M
Puts
$8.63M
Net Calls
+$3.07M
Net Calls Change
+$6.46M
Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
326
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$301K
WH
327
Whitcomb & Hess
Ohio
$297K +$291K +4,403 New
BRWA
328
B. Riley Wealth Advisors
Florida
$296K -$34.2K -517 -11%
Bank of Nova Scotia
329
Bank of Nova Scotia
Ontario, Canada
$295K -$1.85K -28 -0.6%
CWM
330
Cornerstone Wealth Management
Missouri
$294K -$8.66K -131 -3%
RC
331
RegentAtlantic Capital
New Jersey
$294K -$3.84K -58 -1%
KRSITF
332
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$292K -$9.46K -143 -3%
WP
333
WealthShield Partners
North Carolina
$291K -$4.43K -67 -2%
BFS
334
Bradley Foster & Sargent
Connecticut
$286K
SFO
335
Standard Family Office
South Dakota
$286K
UIM
336
USS Investment Management
United Kingdom
$282K
GG
337
Gofen & Glossberg
Illinois
$277K -$19.8K -300 -7%
FPCM
338
Financial Partners Capital Management
New York
$270K
Wealthfront Advisers
339
Wealthfront Advisers
California
$269K +$20.6K +311 +8%
AWE
340
Avidian Wealth Enterprises
Texas
$266K
IB
341
Intrust Bank
Kansas
$260K
CAG
342
Csenge Advisory Group
Florida
$260K +$8.13K +123 +3%
BAM
343
Berkshire Asset Management
Pennsylvania
$258K -$3.57K -54 -1%
DHFB
344
Dixon Hubard Feinour & Brown
Virginia
$258K +$24.1K +365 +11%
MPPW
345
Mitchell & Pahl Private Wealth
Oklahoma
$257K -$1.79K -27 -0.7%
IRC
346
Investors Research Corp
Georgia
$253K
RIM
347
Redpoint Investment Management
Australia
$243K
Federated Hermes
348
Federated Hermes
Pennsylvania
$242K +$175K +2,643 +278%
BOH
349
Bank of Hawaii
Hawaii
$235K -$112K -1,699 -33%
SWP
350
Stratos Wealth Partners
Ohio
$235K -$66 -1 -0%

PNR Hedge Fund Activity: Q2 2021 in Review

518 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2021, worth a combined $9.38B — up 8.6% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PNR positions and 49 closed out — a net gain of 7 holders — while 173 added to existing stakes and 172 trimmed.

The largest buyer was BlackRock, adding an estimated $33.7M. The largest seller was Wells Fargo, cutting an estimated $78.5M.

  • 518 institutional investors held Pentair (PNR) as of Q2 2021, up from 517 in Q1 2021.
  • Funds reported $9.38B of Pentair stock for Q2 2021, up 8.6% quarter-over-quarter.
  • 56 funds opened new Pentair positions in Q2 2021 and 49 closed out, a net change of +7 holders.
  • The largest Pentair buyer in Q2 2021 was BlackRock, an estimated $33.7M added.
  • The largest Pentair seller in Q2 2021 was Wells Fargo, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2021.