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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
FC
376
FORA Capital
Florida
$84K -$192K -3,343 -71%
CAGAS
377
Capital Advisory Group Advisory Services
Minnesota
$78K -$17.2K -300 -19%
SPIA
378
Steward Partners Investment Advisory
New York
$77.8K +$15.3K +266 +27%
AWM
379
Avior Wealth Management
Nebraska
$73K +$57 +1 +0.1%
NFG
380
Next Financial Group
Texas
$72K -$344 -6 -0.5%
HNB
381
Huntington National Bank
Ohio
$70K
OIA
382
Optimum Investment Advisors
Illinois
$65K +$115 +2 +0.2%
NO
383
Ninety One
South Africa
$63K
Lazard Asset Management
384
Lazard Asset Management
New York
$61K +$10.3K +180 +22%
Federated Hermes
385
Federated Hermes
Pennsylvania
$59K -$626K -10,912 -92%
AA
386
Ancora Advisors
Ohio
$56K -$2.37M -41,296 -98%
CTC
387
Central Trust Company
Missouri
$54K
QCG
388
Quadrant Capital Group
Ohio
$54K
VanEck Associates
389
VanEck Associates
New York
$53K -$15.6K -272 -24%
BG
390
Bollard Group
Massachusetts
$50K
Carson Wealth (CWM LLC)
391
Carson Wealth (CWM LLC)
Nebraska
$49K
HPC
392
HM Payson & Co
Maine
$43K
S
393
SignatureFD
Georgia
$42K -$4.19K -73 -10%
PA
394
Parallel Advisors
California
$41K +$2.35K +41 +7%
EI
395
Ellevest Inc
New York
$38K +$4.88K +85 +16%
TPCW
396
TD Private Client Wealth
New York
$37.3K +$631 +11 +2%
WWM
397
Wolff Wiese Magana
California
$37K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
398
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$37K +$34K +593 New
FP
399
Financial Perspectives
Minnesota
$36K +$127K +2,208 +6,133%
BCA
400
Berman Capital Advisors
Georgia
$35K +$5.39K +94 +20%

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.