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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
AC
351
Athanor Capital
New York
$226K +$208K +3,631 New
RIM
352
Redpoint Investment Management
Australia
$224K +$206K +3,596 New
SWP
353
Stratos Wealth Partners
Ohio
$217K +$200K +3,483 New
DHFB
354
Dixon Hubard Feinour & Brown
Virginia
$216K +$198K +3,460 New
QI
355
Qtron Investments
Massachusetts
$213K -$289K -5,032 -60%
VPIM
356
Vanguard Personalized Indexing Management
California
$207K +$191K +3,328 New
RJT
357
Raymond James Trust
Florida
$203K -$56.9K -991 -23%
IFAM
358
Institutional & Family Asset Management
Colorado
$196K -$17.2K -300 -9%
VI
359
Vestcor Inc
New Brunswick, Canada
$195K -$2.58K -45 -1%
Bessemer Group
360
Bessemer Group
New Jersey
$163K +$2.58K +45 +2%
AAM
361
Advisors Asset Management
Colorado
$160K
Simplex Trading
362
Simplex Trading
Illinois
$155K -$182K -3,171 -56%
BFEC
363
Benjamin F. Edwards & Company
Missouri
$142K -$2.06K -36 -2%
CAL
364
Capital Analysts LLC
Pennsylvania
$142K +$131K +2,277 New
IA
365
IndexIQ Advisors
New York
$132K +$7.23K +126 +6%
RFA
366
Reilly Financial Advisors
California
$122K
DCM
367
Dupont Capital Management
Delaware
$120K -$34.1K -595 -24%
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$112K -$9.06K -158 -8%
AIM
369
Anchor Investment Management
South Carolina
$110K -$2.87K -50 -3%
SIM
370
Sentry Investment Management
Wisconsin
$105K -$466K -8,128 -83%
FMT
371
First Mercantile Trust
Tennessee
$96K -$7.8K -136 -8%
WTC
372
WhitTier Trust Company
Nevada
$93K
CIA
373
CSat Investment Advisory
Michigan
$87K +$4.13K +72 +5%
Group One Trading
374
Group One Trading
Illinois
$87K +$80.3K +1,400 New
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$85.7K

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.