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Pentair
PNR

Overview Fund Activity

515 hedge funds and large institutions have $8.62B invested in Pentair in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 150 increasing their positions, 188 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+9
Holders Change %
+1.78%
% of All Funds
9.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
72
Increased
150
Reduced
188
Closed
56
Calls
$3.35M
Puts
$6.74M
Net Calls
-$3.4M
Net Calls Change
-$2.53M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$46.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.5M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$31M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$25M
5
First Trust Advisors
First Trust Advisors
Illinois
+$16.7M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
-$46.7M
2
Ameriprise
Ameriprise
Minnesota
-$25.5M
3
Jennison Associates
Jennison Associates
New York
-$21.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$16.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$16.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
401
Trust Company of Vermont
Vermont
$31K – – –
LFG
402
Larson Financial Group
Missouri
$29K +$123 +2 +0.4%
GAM
403
Gemmer Asset Management
California
$27K – – –
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$27K +$6.18K +100 +30%
AWA
405
Artemis Wealth Advisors
New York
$22.7K +$22.7K +364 New
RWB
406
RMR Wealth Builders
New Jersey
$22K +$22K +350 New
BAM
407
Barrett Asset Management
New York
$21K – – –
SFS
408
Sowell Financial Services
Arkansas
$20K -$759 -11 -4%
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$20K +$20K +327 New
TFO
410
Tarbox Family Office
California
$18K – – –
SWM
411
Spire Wealth Management
Virginia
$18K +$18K +287 New
TWA
412
TCI Wealth Advisors
Arizona
$17K – – –
IAIM
413
International Assets Investment Management
Florida
$17K +$8.15K +140 +92%
CCM
414
Covington Capital Management
California
$16K – – –
AP
415
Atwood & Palmer
Missouri
$16K – – –
KFI
416
Key Financial Inc
Pennsylvania
$16K – – –
APA
417
American Portfolios Advisors
New York
$15.6K – – –
WT
418
Whittier Trust
California
$15K – – –
AF
419
Advisornet Financial
Minnesota
$14K – – –
JFA
420
JNBA Financial Advisors
Minnesota
$14K – – –
PG
421
Proffitt & Goodson
Tennessee
$14K – – –
CI
422
CX Institutional
Indiana
$14K +$3.19K +51 +29%
IA
423
IFP Advisors
Florida
$13K +$1.76K +28 +16%
PFBT
424
Parkside Financial Bank & Trust
Missouri
$13K +$2.93K +46 +29%
SN
425
Sittner & Nelson
Oregon
$12K – – –
15 16
17
18 19