607 hedge funds and large institutions have $11.4B invested in Pentair in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 213 increasing their positions, 203 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
86
Increased
213
Reduced
203
Closed
52
Calls
$53.1M
Puts
$28.8M
Net Calls
+$24.3M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Shares
Change %
MIC
376
Meridian Investment Counsel
California
$322K
SWP
377
Stratos Wealth Partners
Ohio
$320K -$45.1K -620 -12%
NERM
378
New England Research & Management
Illinois
$320K +$320K +4,400 New
ABLA
379
Alan B. Lancz & Associates
Ohio
$316K
SC
380
Steph & Co
Wisconsin
$315K
BC
381
Bridgefront Capital
Texas
$314K -$98.7K -1,358 -24%
RRA
382
Round Rock Advisors
Connecticut
$313K +$313K +4,300 New
MAM
383
Meeder Asset Management
Ohio
$312K
FTA
384
Financial & Tax Architects
Missouri
$310K -$19.1K -262 -6%
CA
385
Cetera Advisors
Colorado
$307K -$96.8K -1,331 -24%
WH
386
Whitcomb & Hess
Ohio
$305K
SWM
387
SeaCrest Wealth Management
New York
$303K -$151K -2,192 -33%
AWM
388
AE Wealth Management
Kansas
$300K -$13.9K -192 -4%
HBCM
389
Heron Bay Capital Management
Michigan
$298K -$40.1K -552 -12%
CC
390
Cipher Capital
New York
$298K +$22.6K +311 +8%
CF
391
Copperwynd Financial
Arizona
$298K +$3.42K +47 +1%
IGAM
392
iA Global Asset Management
Quebec, Canada
$295K +$295K +4,057 New
PAG
393
Private Advisor Group
New Jersey
$292K +$6.62K +91 +2%
SSW
394
Smith Shellnut Wilson
Mississippi
$284K -$4.51K -62 -2%
CIA
395
Concurrent Investment Advisors
Florida
$284K +$284K +3,903 New
FMLI
396
Fukoku Mutual Life Insurance
Japan
$281K
IMCOOI
397
Investment Management Corp of Ontario (IMCO)
Canada
$280K +$280K +3,853 New
VI
398
Vestcor Inc
New Brunswick, Canada
$280K
Public Sector Pension Investment Board (PSP Investments)
399
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$275K -$1.01M -13,876 -79%
BCI
400
Brinker Capital Investments
Pennsylvania
$274K +$10.1K +145 +4%