632 hedge funds and large institutions have $13B invested in Pentair in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+25
Holders Change %
+4.12%
% of All Funds
9.16%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
76
Increased
196
Reduced
238
Closed
47
Calls
$115M
Puts
$37.5M
Net Calls
+$77.8M
Net Calls Change
+$53.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
451
Creative Financial Designs
Indiana
$245K +$158K +1,847 +182%
FFM
452
Forum Financial Management
Illinois
$243K +$2.99K +35 +1%
TW
453
Trajan Wealth
Arizona
$242K +$242K +2,833 New
OMC
454
Old Mission Capital
Illinois
$242K +$242K +2,827 New
CSPIA
455
Cary Street Partners Investment Advisory
Virginia
$239K +$940 +11 +0.4%
HWM
456
HB Wealth Management
Georgia
$238K +$238K +2,781 New
HAG
457
HighPoint Advisor Group
Illinois
$235K +$1.82K +22 +0.8%
PA
458
Profund Advisors
Maryland
$234K +$234K +2,744 New
MM
459
MQS Management
New York
$232K +$232K +2,713 New
CI Investments Inc
460
CI Investments Inc
Ontario, Canada
$231K +$24.7K +289 +12%
SWM
461
SeaCrest Wealth Management
New York
$231K -$146K -1,710 -39%
IMCOOI
462
Investment Management Corp of Ontario (IMCO)
Canada
$227K -$103K -1,200 -31%
JF
463
Jump Financial
Illinois
$223K -$293K -3,428 -57%
SFA
464
Sequoia Financial Advisors
Ohio
$218K -$182K -2,132 -46%
BONH
465
Bank of New Hampshire
New Hampshire
$217K
PWG
466
Portside Wealth Group
Utah
$214K +$214K +2,501 New
HI
467
Horizon Investments
North Carolina
$213K -$8.52K -100 -4%
DA
468
Duality Advisers
Florida
$211K -$276K -3,236 -57%
SIA
469
Sit Investment Associates
Minnesota
$206K -$31.2K -365 -13%
LFG
470
Larson Financial Group
Missouri
$204K -$6.75K -79 -3%
BFS
471
Bradley Foster & Sargent
Connecticut
$203K +$203K +2,375 New
AAS
472
Avantax Advisory Services
Texas
$203K +$203K +2,372 New
HAIM
473
Hunter Associates Investment Management
Pennsylvania
$201K +$201K +2,361 New
AF
474
Affiance Financial
Minnesota
$201K +$201K +2,351 New
VFA
475
Values First Advisors
Tennessee
$201K +$201K +2,350 New