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508 hedge funds and large institutions have $7.71B invested in Pentair in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 153 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

24% more capital invested

Capital invested by funds: $6.24B → $7.71B (+$1.47B)

10% more funds holding

Funds holding: 463508 (+45)

1.98% more ownership

Funds ownership: 82.3%84.28% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 168

17% less call options, than puts

Call options by funds: $4.29M | Put options by funds: $5.15M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
508
Holders Change
+45
Holders Change %
+9.72%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
99
Increased
153
Reduced
168
Closed
49
Calls
$4.29M
Puts
$5.15M
Net Calls
-$864K
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
401
Cascade Investment Advisors
Oregon
$26.5K
BCA
402
Berman Capital Advisors
Georgia
$25K -$205 -4 -0.8%
LFG
403
Larson Financial Group
Missouri
$25K +$103 +2 +0.4%
GAM
404
Gemmer Asset Management
California
$23K +$154 +3 +0.7%
CCA
405
Childress Capital Advisors
Texas
$21K +$20.6K +402 New
JCM
406
Jacobi Capital Management
Pennsylvania
$20K
DWM
407
Defined Wealth Management
Oregon
$20K +$19.6K +383 New
BAM
408
Barrett Asset Management
New York
$18K
LWCFA
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K +$1.64K +32 +11%
OSAM
410
O'Shaughnessy Asset Management
Connecticut
$18K +$6.62K +129 +62%
SFS
411
Sowell Financial Services
Arkansas
$16K +$51 +1 +0.3%
PWPS
412
Pinnacle Wealth Planning Services
Ohio
$16K +$14.6K +284 New
TFO
413
Tarbox Family Office
California
$15K
TWA
414
TCI Wealth Advisors
Arizona
$15K
APA
415
American Portfolios Advisors
New York
$13.3K
WT
416
Whittier Trust
California
$13K
CCM
417
Covington Capital Management
California
$13K +$51 +1 +0.4%
AP
418
Atwood & Palmer
Missouri
$13K +$12.8K +250 New
KFI
419
Key Financial Inc
Pennsylvania
$13K +$12.8K +250 New
JFA
420
JNBA Financial Advisors
Minnesota
$12K -$5.74K -112 -33%
PG
421
Proffitt & Goodson
Tennessee
$12K +$718 +14 +7%
AF
422
Advisornet Financial
Minnesota
$12K +$2.87K +56 +35%
BBHC
423
Brown Brothers Harriman & Co
New York
$12K +$4.87K +95 +68%
TPWA
424
TRUE Private Wealth Advisors
Oregon
$12K +$10.5K +204 +756%
GRP
425
Global Retirement Partners
California
$11K +$6.36K +124 +165%