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551 hedge funds and large institutions have $9.5B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

684% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $7.47M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $8.26B → $9.5B (+$1.24B)

5% more funds holding

Funds holding: 526551 (+25)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 198

1.63% less ownership

Funds ownership: 91.01%89.38% (-1.6%)

Holders
551
Holders Change
+25
Holders Change %
+4.75%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
68
Increased
180
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$20.3K +$4.26K +74 +31%
AF
452
Allworth Financial
California
$20K +$1.32K +23 +8%
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19.4K
SPIA
454
Steward Partners Investment Advisory
New York
$19K -$9.96K -173 -37%
DGAM
455
Desjardins Global Asset Management
Quebec, Canada
$18.1K -$95.5K -1,660 -86%
Capstone Investment Advisors
456
Capstone Investment Advisors
New York
$17.6K -$138K -2,406 -90%
HNB
457
Huntington National Bank
Ohio
$17.1K -$26K -452 -63%
HPC
458
HM Payson & Co
Maine
$16.8K
PPC
459
Park Place Capital
Alabama
$15.5K
SSG
460
Summit Securities Group
New York
$14K -$6.22K -108 -33%
PFBT
461
Parkside Financial Bank & Trust
Missouri
$13.5K -$1.61K -28 -12%
IA
462
IFP Advisors
Florida
$13.4K +$1.09K +19 +10%
TCOV
463
Trust Company of Vermont
Vermont
$12.9K
SN
464
Sittner & Nelson
Oregon
$12.7K
QC
465
Quent Capital
New York
$12.2K -$1.27K -22 -10%
FFA
466
Farther Finance Advisors
California
$11.4K +$1.5K +26 +17%
GIA
467
GHP Investment Advisors
Colorado
$11K
IUHSA
468
Itau Unibanco Holding S.A.
Brazil
$10.8K -$2.88K -50 -23%
LC
469
Lindbrook Capital
California
$10.2K
SSB
470
Sandy Spring Bank
Maryland
$9.69K
WPA
471
West Paces Advisors
Georgia
$9.69K
JWA
472
JFS Wealth Advisors
Pennsylvania
$9.3K
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$8.46K
HCP
474
Hexagon Capital Partners
Arkansas
$8.46K
AAG
475
Armstrong Advisory Group
Massachusetts
$7.82K +$576 +10 +9%