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Pentair

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 %
SCM
426
Stevens Capital Management
Pennsylvania
$229K -$10.9K -150 -5%
WPC
427
Wedmont Private Capital
Pennsylvania
$227K +$3.7K +53 +2%
FI
428
FJ Investments
Utah
$226K +$226K +3,106 New
Fifth Third Bancorp
429
Fifth Third Bancorp
Ohio
$224K -$15.1K -208 -6%
GRP
430
Global Retirement Partners
California
$224K -$32.7K -462 -13%
CGL
431
Clarius Group LLC
Washington
$223K -$19.6K -270 -8%
EWA
432
ERTS Wealth Advisors
Michigan
$222K +$222K +3,052 New
MFG
433
Merit Financial Group
Georgia
$221K +$221K +3,046 New
FCH
434
Freestone Capital Holdings
Washington
$219K -$18.9K -260 -8%
EH
435
Equitable Holdings
New York
$219K +$219K +3,008 New
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$216K +$45.1K +620 +26%
GT
437
Glenmede Trust
Pennsylvania
$216K +$216K +2,966 New
CCM
438
Coldstream Capital Management
Washington
$215K +$215K +2,958 New
LA
439
LVW Advisors
New York
$213K +$213K +2,925 New
SPC
440
Sigma Planning Corp
Michigan
$210K -$403K -5,539 -66%
SWM
441
Seed Wealth Management
Illinois
$208K +$208K +2,929 New
FFM
442
Forum Financial Management
Illinois
$204K +$204K +2,805 New
CSPIA
443
Cary Street Partners Investment Advisory
Virginia
$202K -$1.02K -14 -0.5%
SIA
444
Sit Investment Associates
Minnesota
$202K
VanEck Associates
445
VanEck Associates
New York
$192K -$318K -4,375 -62%
HI
446
Horizon Investments
North Carolina
$188K -$23.2K -320 -11%
BONH
447
Bank of New Hampshire
New Hampshire
$185K
LFG
448
Larson Financial Group
Missouri
$179K -$8.51K -117 -5%
CI Investments Inc
449
CI Investments Inc
Ontario, Canada
$176K +$4.52K +62 +3%
AssetMark Inc
450
AssetMark Inc
California
$171K +$144K +1,975 +516%