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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
LWCFA
451
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K -$5.75K -77 -20%
IUHSA
452
Itau Unibanco Holding S.A.
Brazil
$22K +$22.6K +303 New
HF
453
Halpern Financial
Virginia
$21.1K +$21.7K +291 New
TFO
454
Tarbox Family Office
California
$21K – – –
TWA
455
TCI Wealth Advisors
Arizona
$20K +$224 +3 +1%
IA
456
IFP Advisors
Florida
$20K +$2.46K +33 +16%
APA
457
American Portfolios Advisors
New York
$18.2K – – –
AP
458
Atwood & Palmer
Missouri
$18K – – –
CCM
459
Covington Capital Management
California
$18K – – –
JFA
460
JNBA Financial Advisors
Minnesota
$16K – – –
FHA
461
First Horizon Advisors
Tennessee
$16K +$10.7K +144 +192%
PG
462
Proffitt & Goodson
Tennessee
$15K -$895 -12 -6%
SN
463
Sittner & Nelson
Oregon
$14K – – –
PFBT
464
Parkside Financial Bank & Trust
Missouri
$13K -$1.19K -16 -8%
RE
465
RBC Europe
United Kingdom
$12.2K – – –
SWM
466
Spire Wealth Management
Virginia
$11K – – –
GLLW
467
Graves Light Lenhart Wealth
Virginia
$9K – – –
PB
468
Pinnacle Bancorp
Nebraska
$9K – – –
RA
469
Resolute Advisors
California
$9K – – –
SAI
470
Systematic Alpha Investments
New Jersey
$9K +$9.1K +122 New
CWC
471
Carolinas Wealth Consulting
North Carolina
$8K – – –
FMII
472
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
JCM
473
Jacobi Capital Management
Pennsylvania
$8K – – –
PCG
474
Private Capital Group
Connecticut
$8K – – –
WT
475
Washington Trust
Rhode Island
$8K – – –
17 18
19
20 21

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.