We are live on ! Find out more

491 hedge funds and large institutions have $6.12B invested in Pentair in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 194 increasing their positions, 153 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $17.8M | Put options by funds: $9.93M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 153

4.92% more ownership

Funds ownership: 86.74%91.66% (+4.9%)

4% less funds holding

Funds holding: 511491 (-20)

7% less capital invested

Capital invested by funds: $6.56B → $6.12B (-$431M)

22% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 63

Holders
491
Holders Change
-20
Holders Change %
-3.91%
% of All Funds
8.46%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
49
Increased
194
Reduced
153
Closed
63
Calls
$17.8M
Puts
$9.93M
Net Calls
+$7.83M
Net Calls Change
-$2.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
451
Sutton Wealth Advisors
Florida
$1.14K
WPA
452
West Paces Advisors
Georgia
$1.1K
DI
453
Disciplined Investments
Oklahoma
$1K -$325 -7 -20%
TF
454
TimeScale Financial
Massachusetts
$1K -$46 -1 -3%
AFG
455
Albion Financial Group
Utah
$1K
BWA
456
BDO Wealth Advisors
Florida
$1K
CWC
457
Carolinas Wealth Consulting
North Carolina
$1K
CFFP
458
Center for Financial Planning
Michigan
$1K
CA
459
Clearstead Advisors
Ohio
$1K
EBA
460
Eagle Bay Advisors
New York
$1K
GI
461
Gradient Investments
Minnesota
$1K
HCP
462
Hexagon Capital Partners
Arkansas
$1K
LWANC
463
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
MA
464
MCF Advisors
Kentucky
$1K
SWA
465
SOA Wealth Advisors
New York
$1K
SWM
466
Sugarloaf Wealth Management
Georgia
$1K
TFM
467
TFC Financial Management
Massachusetts
$1K
WB
468
West Bancorporation
Iowa
$1K
EC
469
EdgeRock Capital
Colorado
$1K +$696 +15 New
SIC
470
SJS Investment Consulting
Ohio
$1K +$742 +16 New
CT
471
Cambridge Trust
Massachusetts
$1K +$1.48K +32 +1,600%
HGERS
472
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.95K +42 New
TAM
473
Tucker Asset Management
Colorado
$773 +$835 +18 New
BSSFA
474
Baron Silver Stevens Financial Advisors
Florida
$568 +$1.9K +41 New
KFS
475
Kelly Financial Services
Massachusetts
$41