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 %
OPS
401
Orion Portfolio Solutions
Nebraska
$274K +$10.1K +145 +4%
FAFN
402
First Affirmative Financial Network
Colorado
$272K +$46.5K +639 +21%
BC
403
Burney Company
Virginia
$272K +$14.6K +201 +6%
OAM
404
Ostrum Asset Management
France
$270K -$365K -5,020 -57%
CAMG
405
CWA Asset Management Group
Florida
$268K +$268K +3,686 New
KAS
406
Kestra Advisory Services
Texas
$265K +$39.3K +541 +17%
OWM
407
OneAscent Wealth Management
Alabama
$257K -$10.9K -150 -4%
I
408
InceptionR
California
$256K +$256K +3,524 New
ACIM
409
Azimuth Capital Investment Management
Michigan
$254K -$244K -3,357 -49%
GT
410
Greenleaf Trust
Michigan
$253K +$2.84K +39 +1%
WEG
411
World Equity Group
Illinois
$253K
Bank of Nova Scotia
412
Bank of Nova Scotia
Ontario, Canada
$252K -$6.98K -96 -3%
GWAM
413
Guardian Wealth Advisors (Minnesota)
Minnesota
$250K +$2.84K +39 +1%
FTDI
414
First Trust Direct Indexing
Massachusetts
$249K +$7.13K +98 +3%
BFEC
415
Benjamin F. Edwards & Company
Missouri
$248K +$6.39K +88 +3%
TSS
416
Two Sigma Securities
New York
$247K +$247K +3,397 New
BP
417
Ballentine Partners
Massachusetts
$244K +$218 +3 +0.1%
PK
418
Pflug Koory
Nebraska
$241K -$6.54K -90 -3%
BWP
419
BSW Wealth Partners
Colorado
$238K -$11.1K -152 -4%
Northwestern Mutual Wealth Management
420
Northwestern Mutual Wealth Management
Wisconsin
$238K -$14.8K -203 -6%
ASN
421
Advisory Services Network
Georgia
$238K -$216K -2,973 -48%
FA
422
FDx Advisors
Illinois
$233K -$158K -2,171 -40%
LIM
423
Leavell Investment Management
Alabama
$233K
HAG
424
HighPoint Advisor Group
Illinois
$233K +$233K +2,820 New
BSW
425
Buckingham Strategic Wealth
Missouri
$231K +$2.91K +40 +1%