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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
HCP
476
Hexagon Capital Partners
Arkansas
$2K
LC
477
Lindbrook Capital
California
$2K
TF
478
TimeScale Financial
Massachusetts
$2K
GI
479
Gradient Investments
Minnesota
$2K +$57 +1 +3%
EFSCE
480
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$803 +14 +67%
AF
481
Allworth Financial
California
$2K +$1.32K +23 +153%
WCM
482
Wealthcare Capital Management
Virginia
$2K +$1.66K +29 New
HWA
483
HHM Wealth Advisors
Tennessee
$2K +$2.01K +35 New
MPWT
484
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.01K +35 New
ADIM
485
Alpha DNA Investment Management
Maryland
$2K +$2.75K +48 New
SWA
486
Sutton Wealth Advisors
Florida
$1.75K
WPA
487
West Paces Advisors
Georgia
$1.43K
TSW
488
Thompson Siegel & Walmsley
Virginia
$1K -$2.51M -43,688 -100%
FF
489
FourThought Financial
Florida
$1K -$1.21K -21 -62%
PFGIA
490
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$746 -13 -54%
DSC
491
Duncker Streett & Co
Missouri
$1K
FFA
492
Freedman Financial Associates
Massachusetts
$1K
LWANC
493
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
OC
494
Oakworth Capital
Alabama
$1K
SL
495
Savior LLC
Massachusetts
$1K
TFM
496
TFC Financial Management
Massachusetts
$1K
BWA
497
BDO Wealth Advisors
Florida
$1K +$861 +15 New
CWP
498
Concord Wealth Partners
Virginia
$1K +$861 +15 New
HFA
499
Hoover Financial Advisors
Pennsylvania
$1K +$861 +15 New
HDIM
500
Hanson & Doremus Investment Management
Vermont
$1K +$918 +16 New

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.