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517 hedge funds and large institutions have $8.64B invested in Pentair in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 150 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 56

12% more capital invested

Capital invested by funds: $7.71B → $8.64B (+$927M)

2% more funds holding

Funds holding: 508517 (+9)

0.79% less ownership

Funds ownership: 84.28%83.49% (-0.79%)

21% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 189

50% less call options, than puts

Call options by funds: $3.35M | Put options by funds: $6.74M

Holders
517
Holders Change
+9
Holders Change %
+1.77%
% of All Funds
9.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
72
Increased
150
Reduced
189
Closed
56
Calls
$3.35M
Puts
$6.74M
Net Calls
-$3.4M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$70.2M -$12.5M -218,069 -16%
Charles Schwab
27
Charles Schwab
California
$69.5M +$644K +11,227 +1%
RS
28
Robeco Schweiz
Switzerland
$67.4M +$4.66M +81,217 +8%
Victory Capital Management
29
Victory Capital Management
Texas
$61.5M -$13.3M -231,600 -19%
Bank of America
30
Bank of America
North Carolina
$60.8M +$6.33M +110,336 +13%
MWNA
31
Marshall Wace North America
New York
$60.7M -$11.9M -207,819 -18%
First Trust Advisors
32
First Trust Advisors
Illinois
$49.5M +$15.3M +267,305 +51%
JP Morgan Chase
33
JP Morgan Chase
New York
$46.8M +$10.3M +179,115 +31%
AllianceBernstein
34
AllianceBernstein
Tennessee
$45.6M +$23M +400,626 +121%
Primecap Management
35
Primecap Management
California
$44.7M -$734K -12,790 -2%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$40.6M +$3.59M +62,627 +11%
UBS AM
37
UBS AM
Illinois
$40.3M +$1.66M +28,928 +5%
Swiss National Bank
38
Swiss National Bank
Switzerland
$39.8M +$648K +11,300 +2%
Morgan Stanley
39
Morgan Stanley
New York
$35.7M -$8.34M -145,409 -20%
CCMG
40
Clark Capital Management Group
Pennsylvania
$34.1M -$2.42M -42,233 -7%
AQR Capital Management
41
AQR Capital Management
Connecticut
$33.1M -$15.1M -264,039 -33%
SI
42
Scout Investments
Missouri
$33M +$3.29M +57,361 +12%
PPA
43
Parametric Portfolio Associates
Washington
$31.5M -$2.42M -42,156 -8%
US Bancorp
44
US Bancorp
Minnesota
$30.1M +$13.1K +229 +0%
Prudential Financial
45
Prudential Financial
New Jersey
$29M -$43M -749,879 -62%
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$29M +$9.44M +164,547 +55%
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$28.5M +$7.26M +126,492 +38%
MPIA
48
Mountain Pacific Investment Advisers
Idaho
$27.6M +$2.82M +49,235 +12%
RJA
49
Raymond James & Associates
Florida
$25.1M -$22.1K -386 -0.1%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$24.5M -$291K -5,077 -1%

PNR Hedge Fund Activity: Q1 2021 in Review

517 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2021, worth a combined $8.64B — up 12% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PNR positions and 56 closed out — a net gain of 16 holders — while 150 added to existing stakes and 189 trimmed.

The largest buyer was Credit Suisse, adding an estimated $42.5M. The largest seller was Prudential Financial, cutting an estimated $43M.

  • 517 institutional investors held Pentair (PNR) as of Q1 2021, up from 508 in Q4 2020.
  • Funds reported $8.64B of Pentair stock for Q1 2021, up 12% quarter-over-quarter.
  • 72 funds opened new Pentair positions in Q1 2021 and 56 closed out, a net change of +16 holders.
  • The largest Pentair buyer in Q1 2021 was Credit Suisse, an estimated $42.5M added.
  • The largest Pentair seller in Q1 2021 was Prudential Financial, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2021.