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Pentair
PNR

511 hedge funds and large institutions have $6.56B invested in Pentair in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 191 increasing their positions, 175 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $2.59M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

9% more repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 175

4.03% less ownership

Funds ownership: 90.77% → 86.74% (-4%)

8% less funds holding

Funds holding: 554 → 511 (-43)

18% less capital invested

Capital invested by funds: $8.03B → $6.56B (-$1.47B)

41% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 82

Holders
511
Holders Change
-43
Holders Change %
-7.76%
% of All Funds
8.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
191
Reduced
175
Closed
82
Calls
$12.4M
Puts
$2.59M
Net Calls
+$9.83M
Net Calls Change
+$8.09M

Top Buyers

1
GCM
Gates Capital Management
New York
+$81.8M
2
State Street
State Street
Massachusetts
+$68.4M
3
ProShare Advisors
ProShare Advisors
Maryland
+$38.4M
4
Millennium Management
Millennium Management
New York
+$38.1M
5
Morgan Stanley
Morgan Stanley
New York
+$31.9M

Top Sellers

1
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$133M
2
Parnassus Investments
Parnassus Investments
California
-$128M
3
ClearBridge Investments
ClearBridge Investments
New York
-$104M
4
CIAS
CFS Investment Advisory Services
New Jersey
-$89.9M
5
Norges Bank
Norges Bank
Norway
-$77.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
451
AssetMark Inc
California
$2K – – –
COCM
452
Charter Oak Capital Management
New Hampshire
$2K – – –
FMTCOCP
453
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K – – –
KFP
454
KB Financial Partners
New Jersey
$2K – – –
ZB
455
Zions Bancorporation
Utah
$2K – – –
WT
456
Whittier Trust
California
$2K +$200 +4 +10%
VRM
457
Vectors Research Management
New York
$2K +$250 +5 +17%
DI
458
Disciplined Investments
Oklahoma
$2K +$300 +6 +21%
SC
459
Schubert & Co
Texas
$2K +$1.45K +29 +171%
CAL
460
Capital Advisors Ltd
Ohio
$2K +$1.7K +34 New
JWM
461
Janiczek Wealth Management
Colorado
$2K +$1.7K +34 New
GKIM
462
GW&K Investment Management
Massachusetts
$2K +$2.4K +48 +800%
VCM
463
Vigilant Capital Management
Maine
$2K +$2.55K +51 New
ECM
464
Estabrook Capital Management
New York
$1.83K – – –
FP
465
Financial Perspectives
Minnesota
$1.65K – – –
PP
466
PFS Partners
New Jersey
$1.53K – – –
SWA
467
Sutton Wealth Advisors
Florida
$1.28K -$1K -20 -42%
WPA
468
West Paces Advisors
Georgia
$1.24K – – –
CFO
469
CVA Family Office
Colorado
$1K -$11.3K -225 -95%
EI
470
Ellevest Inc
New York
$1K -$8.71K -174 -91%
CWC
471
Carolinas Wealth Consulting
North Carolina
$1K -$4.41K -88 -76%
SWA
472
SOA Wealth Advisors
New York
$1K -$2.55K -51 -55%
AFG
473
Albion Financial Group
Utah
$1K – – –
AAP
474
Arax Advisory Partners
Colorado
$1K – – –
BWA
475
BDO Wealth Advisors
Florida
$1K – – –
17 18
19
20 21

PNR Hedge Fund Activity: Q2 2022 in Review

511 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2022, worth a combined $6.56B — down 18% from $8.03B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of PNR and 48 opened new positions — a net loss of 34 holders — while 175 trimmed existing stakes and 191 added.

The largest buyer was Gates Capital Management, opening a new position worth an estimated $81.8M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $133M.

  • 511 institutional investors held Pentair (PNR) as of Q2 2022, down from 554 in Q1 2022.
  • Funds reported $6.56B of Pentair stock for Q2 2022, down 18% quarter-over-quarter.
  • 48 funds opened new Pentair positions in Q2 2022 and 82 closed out, a net change of -34 holders.
  • The largest Pentair buyer in Q2 2022 was Gates Capital Management, an estimated $81.8M added.
  • The largest Pentair seller in Q2 2022 was Robeco Institutional Asset Management, an estimated $133M sold.

Based on aggregated 13F filings for Q2 2022.