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Pentair
PNR

552 hedge funds and large institutions have $9.92B invested in Pentair in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 170 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 42

7% more funds holding

Funds holding: 518 → 552 (+34)

6% more capital invested

Capital invested by funds: $9.38B → $9.92B (+$543M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.64% less ownership

Funds ownership: 83.72% → 83.08% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 185

15% less call options, than puts

Call options by funds: $7.17M | Put options by funds: $8.47M

Holders
552
Holders Change
+34
Holders Change %
+6.56%
% of All Funds
9.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
83
Increased
170
Reduced
185
Closed
42
Calls
$7.17M
Puts
$8.47M
Net Calls
-$1.31M
Net Calls Change
-$4.38M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$79.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$39.9M
4
PAM
Panagora Asset Management
Massachusetts
+$36.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.6M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$209M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$80.7M
3
KBC Group
KBC Group
Belgium
-$37.1M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$37M
5
Invesco
Invesco
Georgia
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
426
Kowal Investment Group
Wisconsin
$61K +$62.2K +833 New
BG
427
Bollard Group
Massachusetts
$59K +$149 +2 +0.2%
Capstone Investment Advisors
428
Capstone Investment Advisors
New York
$57K +$58.9K +789 New
S
429
SignatureFD
Georgia
$55K +$6.04K +81 +12%
BCA
430
Berman Capital Advisors
Georgia
$51K +$9.4K +126 +22%
HPC
431
HM Payson & Co
Maine
$50K – – –
Group One Trading
432
Group One Trading
Illinois
$49K -$85.2K -1,142 -63%
IFAM
433
Institutional & Family Asset Management
Colorado
$47K – – –
WWM
434
Wolff Wiese Magana
California
$43K – – –
TPCW
435
TD Private Client Wealth
New York
$42.9K +$970 +13 +2%
Koshinski Asset Management
436
Koshinski Asset Management
Illinois
$38.2K +$39.2K +526 New
RCC
437
Red Cedar Capital
Nebraska
$38K – – –
CIA
438
Cascade Investment Advisors
Oregon
$36.3K – – –
OIA
439
Optimum Investment Advisors
Illinois
$36K -$40.3K -540 -52%
SC
440
SouthState Corp
Florida
$36K +$37K +496 New
LFG
441
Larson Financial Group
Missouri
$35K +$75 +1 +0.2%
KFI
442
Key Financial Inc
Pennsylvania
$33K – – –
GAM
443
Gemmer Asset Management
California
$31K – – –
DFCM
444
Dark Forest Capital Management
Puerto Rico
$31K +$149 +2 +0.5%
SPIA
445
Steward Partners Investment Advisory
New York
$28K -$2.54K -34 -8%
AAM
446
Advisors Asset Management
Colorado
$27K -$158K -2,124 -85%
ZB
447
Zions Bancorporation
Utah
$26K +$21K +282 +357%
BAM
448
Barrett Asset Management
New York
$24K – – –
CI
449
CX Institutional
Indiana
$24K +$3.58K +48 +17%
AF
450
Advisornet Financial
Minnesota
$23K +$7.46K +100 +46%
16 17
18
19 20

PNR Hedge Fund Activity: Q3 2021 in Review

552 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q3 2021, worth a combined $9.92B — up 5.8% from $9.38B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PNR positions and 42 closed out — a net gain of 41 holders — while 170 added to existing stakes and 185 trimmed.

The largest buyer was Vanguard Group, adding an estimated $79.4M. The largest seller was Ninety One (UK), cutting an estimated $209M.

  • 552 institutional investors held Pentair (PNR) as of Q3 2021, up from 518 in Q2 2021.
  • Funds reported $9.92B of Pentair stock for Q3 2021, up 5.8% quarter-over-quarter.
  • 83 funds opened new Pentair positions in Q3 2021 and 42 closed out, a net change of +41 holders.
  • The largest Pentair buyer in Q3 2021 was Vanguard Group, an estimated $79.4M added.
  • The largest Pentair seller in Q3 2021 was Ninety One (UK), an estimated $209M sold.

Based on aggregated 13F filings for Q3 2021.