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551 hedge funds and large institutions have $9.5B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

684% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $7.47M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $8.26B → $9.5B (+$1.24B)

5% more funds holding

Funds holding: 526551 (+25)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 198

1.63% less ownership

Funds ownership: 91.01%89.38% (-1.6%)

Holders
551
Holders Change
+25
Holders Change %
+4.75%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
68
Increased
180
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
376
Boothbay Fund Management
New York
$263K +$234K +4,070 New
IC
377
IEQ Capital
California
$259K +$14.2K +246 +7%
SSW
378
Smith Shellnut Wilson
Mississippi
$256K -$2.07K -36 -0.9%
AWM
379
AE Wealth Management
Kansas
$256K +$228K +3,959 New
PCM
380
Prelude Capital Management
New York
$252K -$50K -869 -18%
FMLI
381
Fukoku Mutual Life Insurance
Japan
$250K -$70.3K -1,221 -24%
VI
382
Vestcor Inc
New Brunswick, Canada
$248K -$137K -2,374 -38%
BCI
383
Brinker Capital Investments
Pennsylvania
$247K -$151K -2,626 -41%
OPS
384
Orion Portfolio Solutions
Nebraska
$247K -$151K -2,626 -41%
IIM
385
INTECH Investment Management
Florida
$247K -$6.67M -115,961 -97%
GWM
386
Gitterman Wealth Management
New Jersey
$245K +$219K +3,797 New
VFA
387
Values First Advisors
Tennessee
$242K -$18.3K -318 -8%
CB
388
Commerce Bank
Missouri
$242K -$9.79K -170 -4%
BFEC
389
Benjamin F. Edwards & Company
Missouri
$241K -$110K -1,914 -34%
Bank of Nova Scotia
390
Bank of Nova Scotia
Ontario, Canada
$240K
BWP
391
BSW Wealth Partners
Colorado
$233K -$1.5K -26 -0.7%
OWM
392
OneAscent Wealth Management
Alabama
$232K -$2.88K -50 -1%
AWM
393
Axxcess Wealth Management
California
$232K -$37.1K -644 -15%
GRP
394
Global Retirement Partners
California
$230K +$19.6K +341 +11%
FTDI
395
First Trust Direct Indexing
Massachusetts
$229K +$204K +3,541 New
YIH
396
Y-Intercept (HK)
Hong Kong
$228K +$203K +3,532 New
GCP
397
GSA Capital Partners
United Kingdom
$227K +$202K +3,517 New
WEG
398
World Equity Group
Illinois
$224K +$200K +3,474 New
PK
399
Pflug Koory
Nebraska
$222K -$61.9K -1,075 -24%
GWAM
400
Guardian Wealth Advisors (Minnesota)
Minnesota
$220K +$196K +3,411 New