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Pentair
PNR

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: 517 → 518 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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

Top Buyers

1
BlackRock
BlackRock
New York
+$33.7M
2
JAM
Jupiter Asset Management
United Kingdom
+$31.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$24.5M
4
Axa
Axa
France
+$24.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$78.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$41.9M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$27.8M
4
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
-$24M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rafferty Asset Management
351
Rafferty Asset Management
New York
$234K +$230K +3,473 New
Simplex Trading
352
Simplex Trading
Illinois
$227K +$57.5K +869 +35%
MS
353
Maven Securities
Jersey
$225K +$220K +3,330 New
GWM
354
Gitterman Wealth Management
New Jersey
$219K +$215K +3,245 New
CIP
355
Convergence Investment Partners
Florida
$216K +$211K +3,196 New
EH
356
Equitable Holdings
New York
$214K -$45.2K -684 -18%
CCP
357
Corient Capital Partners
California
$214K +$209K +3,166 New
ALAM
358
Asahi Life Asset Management
Japan
$212K -$265K -4,000 -56%
CCM
359
Carlson Capital Management
Minnesota
$210K +$206K +3,115 New
QIM
360
Quantitative Investment Management
Virginia
$210K +$206K +3,121 New
Luther King Capital Management (LKCM)
361
Luther King Capital Management (LKCM)
Texas
$208K +$204K +3,084 New
NP
362
NorthRock Partners
Minnesota
$207K +$203K +3,066 New
EWA
363
ERTS Wealth Advisors
Michigan
$206K +$202K +3,052 New
MIS
364
Morningstar Investment Services
Illinois
$204K +$202K +3,053 New
KPWS
365
Kestra Private Wealth Services
Texas
$202K +$198K +2,997 New
VI
366
Vestcor Inc
New Brunswick, Canada
$188K -$22.4K -339 -11%
Bessemer Group
367
Bessemer Group
New Jersey
$176K -$1.59K -24 -0.9%
AAM
368
Advisors Asset Management
Colorado
$168K -$5.22K -79 -3%
BFEC
369
Benjamin F. Edwards & Company
Missouri
$154K – – –
IA
370
IndexIQ Advisors
New York
$138K -$5.29K -80 -4%
TRCT
371
Tower Research Capital (TRC)
New York
$130K -$1.09M -16,545 -90%
Group One Trading
372
Group One Trading
Illinois
$122K +$27.4K +414 +30%
Fifth Third Bancorp
373
Fifth Third Bancorp
Ohio
$120K -$1.85K -28 -2%
AIM
374
Anchor Investment Management
South Carolina
$119K – – –
SIM
375
Sentry Investment Management
Wisconsin
$114K – – –
13 14
15
16 17

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.