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Pentair

554 hedge funds and large institutions have $8.03B invested in Pentair in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 198 increasing their positions, 178 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $9.07M

11% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 178

1.69% more ownership

Funds ownership: 89.08%90.77% (+1.7%)

8% less funds holding

Funds holding: 599554 (-45)

25% less capital invested

Capital invested by funds: $10.7B → $8.03B (-$2.69B)

36% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 96

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
554
Holders Change
-45
Holders Change %
-7.51%
% of All Funds
8.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
61
Increased
198
Reduced
178
Closed
96
Calls
$10.8M
Puts
$9.07M
Net Calls
+$1.74M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
NICM
376
Neo Ivy Capital Management
New York
$240K +$22.4K +370 +9%
BFS
377
Bradley Foster & Sargent
Connecticut
$239K
WH
378
Whitcomb & Hess
Ohio
$239K
RC
379
RegentAtlantic Capital
New Jersey
$237K -$2.12K -35 -0.8%
BRWA
380
B. Riley Wealth Advisors
Florida
$235K +$5.14K +85 +2%
Mackenzie Financial
381
Mackenzie Financial
Ontario, Canada
$229K +$52.2K +863 +26%
FAFN
382
First Affirmative Financial Network
Colorado
$228K +$4.72K +78 +2%
Bessemer Group
383
Bessemer Group
New Jersey
$228K +$93.6K +1,548 +58%
OWM
384
OneAscent Wealth Management
Alabama
$228K +$254K +4,199 New
SWP
385
Stratos Wealth Partners
Ohio
$226K +$40.2K +665 +19%
Bank of Nova Scotia
386
Bank of Nova Scotia
Ontario, Canada
$224K -$1.94K -32 -0.8%
FPCM
387
Financial Partners Capital Management
New York
$217K
FMLI
388
Fukoku Mutual Life Insurance
Japan
$216K -$152K -2,510 -39%
FFN
389
Focus Financial Network
Minnesota
$215K +$10.3K +170 +4%
SP
390
Symmetry Partners
Connecticut
$214K -$403K -6,656 -63%
LWP
391
Lumature Wealth Partners
Georgia
$213K +$237K +3,925 New
GG
392
Gofen & Glossberg
Illinois
$211K
CWM
393
Cornerstone Wealth Management
Missouri
$209K -$12.2K -201 -5%
IB
394
Intrust Bank
Kansas
$209K
OFS
395
OneAscent Financial Services
Alabama
$206K +$20.1K +332 +10%
Wolverine Trading
396
Wolverine Trading
Illinois
$204K +$218K +3,611 New
JMPWA
397
JP Morgan Private Wealth Advisors
California
$203K +$227K +3,751 New
FI
398
Fractal Investments
Connecticut
$202K
Capstone Investment Advisors
399
Capstone Investment Advisors
New York
$199K +$180K +2,971 +430%
ED
400
Exane Derivatives
France
$147K -$24.3K -402 -13%

PNR Hedge Fund Activity: Q1 2022 in Review

554 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2022, worth a combined $8.03B — down 25% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of PNR and 61 opened new positions — a net loss of 35 holders — while 178 trimmed existing stakes and 198 added.

The largest buyer was Impax Asset Management Group, adding an estimated $142M. The largest seller was Parnassus Investments, cutting an estimated $366M.

  • 554 institutional investors held Pentair (PNR) as of Q1 2022, down from 599 in Q4 2021.
  • Funds reported $8.03B of Pentair stock for Q1 2022, down 25% quarter-over-quarter.
  • 61 funds opened new Pentair positions in Q1 2022 and 96 closed out, a net change of -35 holders.
  • The largest Pentair buyer in Q1 2022 was Impax Asset Management Group, an estimated $142M added.
  • The largest Pentair seller in Q1 2022 was Parnassus Investments, an estimated $366M sold.

Based on aggregated 13F filings for Q1 2022.