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Pentair
PNR

518 hedge funds and large institutions have $9.38B invested in Pentair in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 173 increasing their positions, 172 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $8.63M

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $8.64B → $9.38B (+$742M)

1% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 172

0.22% more ownership

Funds ownership: 83.49% → 83.72% (+0.22%)

0% more funds holding

Funds holding: 517 → 518 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
518
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
56
Increased
173
Reduced
172
Closed
49
Calls
$11.7M
Puts
$8.63M
Net Calls
+$3.07M
Net Calls Change
+$6.46M

Top Buyers

1
BlackRock
BlackRock
New York
+$33.7M
2
JAM
Jupiter Asset Management
United Kingdom
+$31.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$24.5M
4
Axa
Axa
France
+$24.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$78.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$41.9M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$27.8M
4
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
-$24M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
476
Charter Oak Capital Management
New Hampshire
$3K +$265 +4 +10%
SCA
477
Stonebridge Capital Advisors
Minnesota
$3K +$1.92K +29 +161%
WQ
478
Wealth Quarterback
New Jersey
$3K +$2.45K +37 New
GEA
479
Glen Eagle Advisors
New Jersey
$2.83K – – –
HWA
480
Heritage Wealth Advisors
Virginia
$2.7K – – –
FP
481
Financial Perspectives
Minnesota
$2.43K -$146K -2,208 -98%
CAL
482
Capital Analysts LLC
Pennsylvania
$2K -$149K -2,250 -99%
HCP
483
Hexagon Capital Partners
Arkansas
$2K -$529 -8 -22%
CFD
484
Creative Financial Designs
Indiana
$2K – – –
DAC
485
Dividend Assets Capital
South Carolina
$2K – – –
EFSCE
486
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
GI
487
Gradient Investments
Minnesota
$2K – – –
LC
488
Lindbrook Capital
California
$2K – – –
TF
489
TimeScale Financial
Massachusetts
$2K – – –
CA
490
Clearstead Advisors
Ohio
$2K +$1.92K +29 New
VRM
491
Vectors Research Management
New York
$2K +$1.98K +30 New
SIM
492
Sonora Investment Management
Arizona
$2K +$2.31K +35 New
SWA
493
Sutton Wealth Advisors
Florida
$1.89K – – –
WPA
494
West Paces Advisors
Georgia
$1.55K – – –
BWA
495
BDO Wealth Advisors
Florida
$1K – – –
CWP
496
Concord Wealth Partners
Virginia
$1K – – –
FF
497
FourThought Financial
Florida
$1K – – –
FFA
498
Freedman Financial Associates
Massachusetts
$1K – – –
HFA
499
Hoover Financial Advisors
Pennsylvania
$1K – – –
LWANC
500
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
18 19
20
21 22

PNR Hedge Fund Activity: Q2 2021 in Review

518 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2021, worth a combined $9.38B — up 8.6% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PNR positions and 49 closed out — a net gain of 7 holders — while 173 added to existing stakes and 172 trimmed.

The largest buyer was BlackRock, adding an estimated $33.7M. The largest seller was Wells Fargo, cutting an estimated $78.5M.

  • 518 institutional investors held Pentair (PNR) as of Q2 2021, up from 517 in Q1 2021.
  • Funds reported $9.38B of Pentair stock for Q2 2021, up 8.6% quarter-over-quarter.
  • 56 funds opened new Pentair positions in Q2 2021 and 49 closed out, a net change of +7 holders.
  • The largest Pentair buyer in Q2 2021 was BlackRock, an estimated $33.7M added.
  • The largest Pentair seller in Q2 2021 was Wells Fargo, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2021.