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455 hedge funds and large institutions have $5.61B invested in Pentair in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 162 increasing their positions, 163 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $13.5M | Put options by funds: $4.07M

0.32% less ownership

Funds ownership: 85.42%85.1% (-0.32%)

1% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 163

12% less funds holding

Funds holding: 515455 (-60)

14% less capital invested

Capital invested by funds: $6.53B → $5.61B (-$921M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

57% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 97

Holders
455
Holders Change
-60
Holders Change %
-11.65%
% of All Funds
9.88%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
42
Increased
162
Reduced
163
Closed
97
Calls
$13.5M
Puts
$4.07M
Net Calls
+$9.44M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
401
Lowe Wealth Advisors
Maryland
$3K
ST
402
Smithfield Trust
Pennsylvania
$3K
TFO
403
Tarbox Family Office
California
$3K +$190 +5 +8%
GWS
404
Glassman Wealth Services
Virginia
$3K +$1.52K +40 +83%
ZB
405
Zions Bancorporation
Utah
$2K -$4.59K -121 -72%
VCM
406
Versant Capital Management
Arizona
$2K -$3.68K -97 -61%
WEC
407
Winslow Evans & Crocker
Massachusetts
$2K -$607 -16 -38%
AWM
408
AllSquare Wealth Management
New York
$2K
AssetMark Inc
409
AssetMark Inc
California
$2K
Bessemer Group
410
Bessemer Group
New Jersey
$2K
BAMG
411
Brand Asset Management Group
Missouri
$2K
EFSCE
412
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
FMTCOCP
413
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
HR
414
Howe & Rusling
New York
$2K
QAM
415
QCI Asset Management
New York
$2K
TFS
416
TrustCore Financial Services
Tennessee
$2K
BC
417
Bartlett & Co
Ohio
$2K +$1.71K +45 New
EWA
418
Evolution Wealth Advisors
Florida
$2K +$2.01K +53 New
CBT
419
Capital Bank & Trust
California
$2K +$2.39K +63 New
M
420
MOTCO
Texas
$2K +$2.54K +67 New
BCWM
421
Bartlett & Co Wealth Management
Ohio
$1.67K +$1.71K +45 New
SF
422
Synovus Financial
Georgia
$1K -$1.14K -30 -46%
CI
423
CX Institutional
Indiana
$1K -$531 -14 -34%
TWA
424
TCI Wealth Advisors
Arizona
$1K -$38 -1 -4%
BWM
425
Baystate Wealth Management
Massachusetts
$1K