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508 hedge funds and large institutions have $7.71B invested in Pentair in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 153 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

24% more capital invested

Capital invested by funds: $6.24B → $7.71B (+$1.47B)

10% more funds holding

Funds holding: 463508 (+45)

1.98% more ownership

Funds ownership: 82.3%84.28% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 168

17% less call options, than puts

Call options by funds: $4.29M | Put options by funds: $5.15M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
508
Holders Change
+45
Holders Change %
+9.72%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
99
Increased
153
Reduced
168
Closed
49
Calls
$4.29M
Puts
$5.15M
Net Calls
-$864K
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
451
Prestige Wealth Management Group
New Jersey
$3K +$359 +7 +12%
RPWA
452
Regent Peak Wealth Advisors
Georgia
$3K +$2.56K +50 New
RCA
453
Ranch Capital Advisors
Florida
$3K +$2.92K +57 New
AIG
454
American International Group
New York
$2.8K -$93.7K -1,827 -3%
GEA
455
Glen Eagle Advisors
New Jersey
$2.23K +$2.15K +42 New
Twin Tree Management
456
Twin Tree Management
Texas
$2K -$38.4K -748 -95%
TF
457
TimeScale Financial
Massachusetts
$2K -$1.18K -23 -44%
FMTCOCP
458
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K
LC
459
Lindbrook Capital
California
$2K
TFS
460
TrustCore Financial Services
Tennessee
$2K
ZB
461
Zions Bancorporation
Utah
$2K
FMP
462
Financial Management Professionals
Texas
$2K +$51 +1 +2%
DAC
463
Dividend Assets Capital
South Carolina
$2K +$1.59K +31 New
RWA
464
Ropes Wealth Advisors
Massachusetts
$2K +$1.74K +34 +680%
BSSFA
465
Baron Silver Stevens Financial Advisors
Florida
$2K +$2.1K +41 New
Jones Financial Companies
466
Jones Financial Companies
Missouri
$2K +$2.15K +42 New
COCM
467
Charter Oak Capital Management
New Hampshire
$2K +$2.21K +43 New
MFA
468
McClarren Financial Advisors
Pennsylvania
$2K +$2.46K +48 New
SWA
469
SOA Wealth Advisors
New York
$2K +$2.51K +49 New
FP
470
Financial Perspectives
Minnesota
$1.91K
SWA
471
Sutton Wealth Advisors
Florida
$1.49K +$667 +13 +87%
WPA
472
West Paces Advisors
Georgia
$1.22K
AF
473
Allworth Financial
California
$1K
AAP
474
Arax Advisory Partners
Colorado
$1K
Canada Pension Plan Investment Board
475
Canada Pension Plan Investment Board
Ontario, Canada
$1K