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491 hedge funds and large institutions have $6.12B invested in Pentair in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $9.93M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 153

4.92% more ownership

Funds ownership: 86.74%91.66% (+4.9%)

4% less funds holding

Funds holding: 511491 (-20)

7% less capital invested

Capital invested by funds: $6.56B → $6.12B (-$431M)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

Holders
491
Holders Change
-20
Holders Change %
-3.91%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
49
Increased
194
Reduced
153
Closed
63
Calls
$17.8M
Puts
$9.93M
Net Calls
+$7.83M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
326
Inspire Advisors
Idaho
$249K +$42K +905 +17%
FL
327
Fort LP
Maryland
$246K -$161K -3,461 -36%
BCI
328
Brinker Capital Investments
Pennsylvania
$245K -$10.1K -218 -3%
RC
329
RBF Capital
California
$244K
KRSITF
330
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$239K +$11.3K +243 +4%
VHAM
331
Van Hulzen Asset Management
California
$236K +$24.4K +526 +10%
AAS
332
Annex Advisory Services
Wisconsin
$230K -$30.4K -656 -10%
CAM
333
Cresset Asset Management
Illinois
$230K +$262K +5,655 New
Simplex Trading
334
Simplex Trading
Illinois
$229K +$262K +5,658 New
BCM
335
Bayesian Capital Management
New York
$228K +$260K +5,600 New
MSFS
336
Main Street Financial Solutions
Pennsylvania
$224K +$19.2K +413 +8%
MIS
337
Morningstar Investment Services
Illinois
$223K -$93 -2 -0%
FTDI
338
First Trust Direct Indexing
Massachusetts
$220K +$251K +5,417 New
First Manhattan
339
First Manhattan
New York
$218K
PCA
340
Pallas Capital Advisors
Massachusetts
$216K +$3.48K +75 +1%
TC
341
TownSquare Capital
Utah
$214K +$244K +5,264 New
CWM
342
Cornerstone Wealth Management
Missouri
$213K -$7K -151 -3%
Rafferty Asset Management
343
Rafferty Asset Management
New York
$213K +$243K +5,239 New
Northwestern Mutual Wealth Management
344
Northwestern Mutual Wealth Management
Wisconsin
$211K +$5.61K +121 +2%
BFM
345
Boothbay Fund Management
New York
$208K -$428K -9,233 -64%
LWP
346
Lumature Wealth Partners
Georgia
$204K +$13.5K +290 +6%
ACM
347
Aquatic Capital Management
Illinois
$203K -$176K -3,800 -43%
RMDI
348
R.M. Davis Inc
Maine
$203K
HNW
349
High Note Wealth
Minnesota
$202K -$114K -2,466 -33%
SWM
350
Shakespeare Wealth Management
Wisconsin
$202K