We are live on ! Find out more

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
GT
401
Greenleaf Trust
Michigan
$219K +$195K +3,386 New
B
402
Bailard
California
$217K +$193K +3,360 New
CGL
403
Clarius Group LLC
Washington
$216K +$193K +3,347 New
FCH
404
Freestone Capital Holdings
Washington
$216K +$192K +3,340 New
BP
405
Ballentine Partners
Massachusetts
$213K +$190K +3,300 New
OFS
406
OneAscent Financial Services
Alabama
$213K +$190K +3,299 New
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$208K +$11.7K +203 +7%
LIM
408
Leavell Investment Management
Alabama
$207K +$184K +3,200 New
FAFN
409
First Affirmative Financial Network
Colorado
$206K -$44K -765 -19%
CAM
410
Cubic Asset Management
Massachusetts
$204K +$182K +3,160 New
WPC
411
Wedmont Private Capital
Pennsylvania
$204K +$178K +3,090 New
SIA
412
Sit Investment Associates
Minnesota
$202K
KPWS
413
Kestra Private Wealth Services
Texas
$201K +$179K +3,106 New
SA
414
Syntax Advisors
New York
$200K -$30.5K -530 -15%
VCG
415
Vantage Consulting Group
Virginia
$200K -$30.5K -530 -15%
HI
416
Horizon Investments
North Carolina
$191K -$11.9K -207 -7%
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$190K +$1.5K +26 +0.9%
CSPIA
418
Cary Street Partners Investment Advisory
Virginia
$177K +$156K +2,717 +16,981%
BONH
419
Bank of New Hampshire
New Hampshire
$164K
AIP
420
Ameritas Investment Partners
Nebraska
$162K -$805K -13,983 -85%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$151K -$2.3K -40 -2%
MFG
422
Mendota Financial Group
Wisconsin
$143K +$127K +2,210 New
NIMI
423
Natixis Investment Managers International
France
$141K -$7.77K -135 -6%
HFM
424
Harvest Fund Management
China
$140K +$60.1K +1,044 +93%
Lazard Asset Management
425
Lazard Asset Management
New York
$117K -$518 -9 -0.5%