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Pentair
PNR

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: 518 → 552 (+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: 3 → 3 (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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$79.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$39.9M
4
PAM
Panagora Asset Management
Massachusetts
+$36.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.6M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$209M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$80.7M
3
KBC Group
KBC Group
Belgium
-$37.1M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$37M
5
Invesco
Invesco
Georgia
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
326
Verition Fund Management
Connecticut
$351K -$54.6K -732 -13%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$350K +$9.7K +130 +3%
MS
328
Maven Securities
Jersey
$350K +$111K +1,488 +45%
GWM
329
Gitterman Wealth Management
New Jersey
$347K +$114K +1,531 +47%
Wealthfront Advisers
330
Wealthfront Advisers
California
$345K +$55.9K +749 +19%
MSFS
331
Main Street Financial Solutions
Pennsylvania
$343K -$18.7K -251 -5%
IRF
332
IBM Retirement Fund
New York
$343K – – –
PAS
333
Park Avenue Securities
New York
$339K -$65.9K -883 -16%
OFA
334
Oak Family Advisors
Illinois
$336K +$346K +4,632 New
OQS
335
Occudo Quantitative Strategies
Florida
$335K -$217K -2,902 -39%
QCM
336
Quantinno Capital Management
New York
$335K +$8.8K +118 +3%
JFGIW
337
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$334K +$2.46K +33 +0.7%
RHBC
338
R.H. Bluestein & Co
Michigan
$327K – – –
BRWA
339
B. Riley Wealth Advisors
Florida
$321K +$1.27K +17 +0.4%
WH
340
Whitcomb & Hess
Ohio
$320K – – –
RC
341
RegentAtlantic Capital
New Jersey
$318K +$2.09K +28 +0.6%
MAFM
342
Mid Atlantic Financial Management
Pennsylvania
$317K -$122K -1,635 -27%
Bank of Nova Scotia
343
Bank of Nova Scotia
Ontario, Canada
$317K – – –
Twin Tree Management
344
Twin Tree Management
Texas
$316K +$324K +4,347 New
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$310K -$3.96K -53 -1%
BFS
346
Bradley Foster & Sargent
Connecticut
$308K +$298 +4 +0.1%
FAFN
347
First Affirmative Financial Network
Colorado
$304K +$312K +4,187 New
FCH
348
Freestone Capital Holdings
Washington
$303K -$29.8K -400 -9%
MYLI
349
Meiji Yasuda Life Insurance
Japan
$302K +$310K +4,160 New
Neuberger Berman Group
350
Neuberger Berman Group
New York
$295K +$349K +4,683 New
12 13
14
15 16

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.