We are live on ! Find out more
PNR icon

Pentair
PNR

508 hedge funds and large institutions have $7.71B invested in Pentair in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 153 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

24% more capital invested

Capital invested by funds: $6.24B → $7.71B (+$1.47B)

10% more funds holding

Funds holding: 463 → 508 (+45)

1.98% more ownership

Funds ownership: 82.3% → 84.28% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 168

17% less call options, than puts

Call options by funds: $4.29M | Put options by funds: $5.15M

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
508
Holders Change
+45
Holders Change %
+9.72%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
99
Increased
153
Reduced
168
Closed
49
Calls
$4.29M
Puts
$5.15M
Net Calls
-$864K
Net Calls Change
-$2.66M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$164M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$50.6M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$42.6M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$39M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$30.2M

Top Sellers

1
State Street
State Street
Massachusetts
-$46.2M
2
CVA
Ceredex Value Advisors
Florida
-$42.4M
3
SG Americas Securities
SG Americas Securities
New York
-$27.7M
4
MWNA
Marshall Wace North America
New York
-$27.5M
5
GLA
Great Lakes Advisors
Illinois
-$24.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
476
Creative Financial Designs
Indiana
$1K – – –
DSC
477
Duncker Streett & Co
Missouri
$1K – – –
EFSCE
478
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
GI
479
Gradient Investments
Minnesota
$1K – – –
HCP
480
Hexagon Capital Partners
Arkansas
$1K – – –
LWANC
481
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
OC
482
Oakworth Capital
Alabama
$1K – – –
PFGIA
483
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SL
484
Savior LLC
Massachusetts
$1K – – –
TFM
485
TFC Financial Management
Massachusetts
$1K – – –
WEC
486
Winslow Evans & Crocker
Massachusetts
$1K – – –
MLFP
487
MPS Loria Financial Planners
Illinois
$1K +$410 +8 +267%
AFG
488
Albion Financial Group
Utah
$1K +$769 +15 New
FFA
489
Freedman Financial Associates
Massachusetts
$1K +$872 +17 New
PMFA
490
Plante Moran Financial Advisors
Michigan
$1K +$923 +18 New
BBHBI
491
B, B, H, & B Inc
Alabama
$1K +$1.49K +29 New
FF
492
FourThought Financial
Florida
$1K +$1.74K +34 New
BFG
493
Baron Financial Group
New Jersey
$425 – – –
KFS
494
Kelly Financial Services
Massachusetts
$53 – – –
Select Equity Group
495
Select Equity Group
New York
– -$14.8M -324,059 Closed
WHG
496
Westwood Holdings Group
Texas
– -$11.9M -259,485 Closed
Marshall Wace
497
Marshall Wace
United Kingdom
– -$7.97M -174,031 Closed
CCM
498
Cinctive Capital Management
New York
– -$7.72M -168,663 Closed
Hudson Bay Capital Management
499
Hudson Bay Capital Management
Connecticut
– -$4.29M -93,697 Closed
IP
500
Interval Partners
New York
– -$3.66M -80,011 Closed
18 19
20
21 22

PNR Hedge Fund Activity: Q4 2020 in Review

508 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2020, worth a combined $7.71B — up 24% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new PNR positions and 49 closed out — a net gain of 50 holders — while 153 added to existing stakes and 168 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $164M. The largest seller was State Street, cutting an estimated $46.2M.

  • 508 institutional investors held Pentair (PNR) as of Q4 2020, up from 463 in Q3 2020.
  • Funds reported $7.71B of Pentair stock for Q4 2020, up 24% quarter-over-quarter.
  • 99 funds opened new Pentair positions in Q4 2020 and 49 closed out, a net change of +50 holders.
  • The largest Pentair buyer in Q4 2020 was Fidelity Investments, an estimated $164M added.
  • The largest Pentair seller in Q4 2020 was State Street, an estimated $46.2M sold.

Based on aggregated 13F filings for Q4 2020.