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491 hedge funds and large institutions have $6.12B invested in Pentair in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $9.93M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 153

4.92% more ownership

Funds ownership: 86.74%91.66% (+4.9%)

4% less funds holding

Funds holding: 511491 (-20)

7% less capital invested

Capital invested by funds: $6.56B → $6.12B (-$431M)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

Holders
491
Holders Change
-20
Holders Change %
-3.91%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
49
Increased
194
Reduced
153
Closed
63
Calls
$17.8M
Puts
$9.93M
Net Calls
+$7.83M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
426
Lowe Wealth Advisors
Maryland
$3K
SC
427
Seldon Capital
California
$3K
VCM
428
Versant Capital Management
Arizona
$3K +$278 +6 +8%
MCM
429
MV Capital Management
Maryland
$3K +$3.34K +72 +800%
LC
430
Lindbrook Capital
California
$2K -$2.37K -51 -46%
MPWT
431
MassMutual Private Wealth & Trust
Connecticut
$2K -$1.3K -28 -42%
AWM
432
AllSquare Wealth Management
New York
$2K
AssetMark Inc
433
AssetMark Inc
California
$2K
FMTCOCP
434
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
KFP
435
KB Financial Partners
New Jersey
$2K
VCM
436
Vigilant Capital Management
Maine
$2K
WT
437
Whittier Trust
California
$2K
ZB
438
Zions Bancorporation
Utah
$2K
SC
439
Schubert & Co
Texas
$2K +$93 +2 +4%
CAL
440
Capital Advisors Ltd
Ohio
$2K +$510 +11 +32%
BTI
441
Blue Trust Inc
Georgia
$2K +$696 +15 +94%
CAL
442
Capital Analysts LLC
Pennsylvania
$2K +$1.48K +32 +178%
EI
443
Ellevest Inc
New York
$2K +$1.81K +39 +229%
DIP
444
DT Investment Partners
Pennsylvania
$2K +$2.04K +44 New
MFA
445
McClarren Financial Advisors
Pennsylvania
$2K +$2.27K +49 New
HWMA
446
Heritage Wealth Management (Arizona)
Arizona
$2K +$2.46K +53 New
GEA
447
Glen Eagle Advisors
New Jersey
$1.71K -$278 -6 -13%
ECM
448
Estabrook Capital Management
New York
$1.63K
FP
449
Financial Perspectives
Minnesota
$1.46K
PP
450
PFS Partners
New Jersey
$1.36K +$46 +1 +3%