632 hedge funds and large institutions have $13B invested in Pentair in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+25
Holders Change %
+4.12%
% of All Funds
9.16%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
76
Increased
196
Reduced
238
Closed
47
Calls
$115M
Puts
$37.5M
Net Calls
+$77.8M
Net Calls Change
+$53.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Walleye Trading
426
Walleye Trading
New York
$277K -$964K -11,286 -78%
WPC
427
Wedmont Private Capital
Pennsylvania
$274K +$2.26K +27 +0.8%
BSW
428
Buckingham Strategic Wealth
Missouri
$274K +$2.05K +24 +0.8%
WI
429
Wahed Invest
New York
$273K +$273K +3,201 New
LIM
430
Leavell Investment Management
Alabama
$273K
VIM
431
Vinva Investment Management
Australia
$272K +$272K +3,179 New
Northwestern Mutual Wealth Management
432
Northwestern Mutual Wealth Management
Wisconsin
$269K -$10.8K -126 -4%
OWM
433
OneAscent Wealth Management
Alabama
$266K -$35.8K -419 -12%
ACA
434
Aptus Capital Advisors
Alabama
$266K +$266K +3,110 New
EH
435
Equitable Holdings
New York
$262K +$4.61K +54 +2%
MFG
436
Merit Financial Group
Georgia
$261K +$18.4K +231 +8%
EWA
437
ERTS Wealth Advisors
Michigan
$261K
NRD
438
Nebula Research & Development
New York
$261K +$261K +3,049 New
FAFN
439
First Affirmative Financial Network
Colorado
$259K -$60.8K -712 -19%
NIM
440
NEOS Investment Management
Connecticut
$259K +$259K +3,028 New
FCH
441
Freestone Capital Holdings
Washington
$257K
CGL
442
Clarius Group LLC
Washington
$256K -$5.98K -70 -2%
GRP
443
Global Retirement Partners
California
$254K -$16.1K -189 -6%
CCM
444
Coldstream Capital Management
Washington
$251K -$2.14K -25 -0.8%
DC
445
Davenport & Co
Virginia
$250K +$250K +2,927 New
LA
446
LVW Advisors
New York
$250K
SWM
447
Seed Wealth Management
Illinois
$247K
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$246K -$7.96K -93 -3%
GT
449
Glenmede Trust
Pennsylvania
$245K -$8.2K -96 -3%
BWP
450
BSW Wealth Partners
Colorado
$245K -$35.5K -415 -13%