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552 hedge funds and large institutions have $9.92B invested in Pentair in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 170 increasing their positions, 185 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 42

7% more funds holding

Funds holding: 518552 (+34)

6% more capital invested

Capital invested by funds: $9.38B → $9.92B (+$543M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.64% less ownership

Funds ownership: 83.72%83.08% (-0.64%)

8% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 185

15% less call options, than puts

Call options by funds: $7.17M | Put options by funds: $8.47M

Holders
552
Holders Change
+34
Holders Change %
+6.56%
% of All Funds
9.66%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
83
Increased
170
Reduced
185
Closed
42
Calls
$7.17M
Puts
$8.47M
Net Calls
-$1.31M
Net Calls Change
-$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
476
Reilly Financial Advisors
California
$7K -$13.5K -181 -64%
BCFD
477
Boit C.F. David
$7K
HIA
478
Harbor Investment Advisory
Maryland
$7K
LCM
479
Logan Capital Management
Pennsylvania
$7K
ME
480
McIlrath & Eck
Washington
$7K
AssetMark Inc
481
AssetMark Inc
California
$7K +$1.86K +25 +34%
GRP
482
Global Retirement Partners
California
$6K -$1.72K -23 -21%
EARNEST Partners
483
EARNEST Partners
Georgia
$6K
EW
484
Evoke Wealth
California
$6K
LWA
485
Lowe Wealth Advisors
Maryland
$6K
CFA
486
Carroll Financial Associates
North Carolina
$6K +$522 +7 +8%
MPWT
487
MassMutual Private Wealth & Trust
Connecticut
$6K +$2.16K +29 +48%
SWA
488
SOA Wealth Advisors
New York
$6K +$3.36K +45 +94%
CP
489
Corbenic Partners
Pennsylvania
$6K +$6.64K +89 New
EBA
490
Eagle Bay Advisors
New York
$5K -$12.5K -168 -73%
AFS
491
Annapolis Financial Services
Maryland
$5K
GWS
492
Glassman Wealth Services
Virginia
$5K
PWMG
493
Prestige Wealth Management Group
New Jersey
$5K
VCM
494
Versant Capital Management
Arizona
$5K
Nisa Investment Advisors
495
Nisa Investment Advisors
Missouri
$4.68K
AWM
496
AllSquare Wealth Management
New York
$4K
RCA
497
Ranch Capital Advisors
Florida
$4K +$75 +1 +2%
WQ
498
Wealth Quarterback
New Jersey
$4K +$672 +9 +24%
GEA
499
Glen Eagle Advisors
New Jersey
$3.05K
Ninety One (UK)
500
Ninety One (UK)
United Kingdom
$3K -$209M -2,801,186 -100%

PNR Hedge Fund Activity: Q3 2021 in Review

552 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q3 2021, worth a combined $9.92B — up 5.8% from $9.38B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new PNR positions and 42 closed out — a net gain of 41 holders — while 170 added to existing stakes and 185 trimmed.

The largest buyer was Vanguard Group, adding an estimated $79.4M. The largest seller was Ninety One (UK), cutting an estimated $209M.

  • 552 institutional investors held Pentair (PNR) as of Q3 2021, up from 518 in Q2 2021.
  • Funds reported $9.92B of Pentair stock for Q3 2021, up 5.8% quarter-over-quarter.
  • 83 funds opened new Pentair positions in Q3 2021 and 42 closed out, a net change of +41 holders.
  • The largest Pentair buyer in Q3 2021 was Vanguard Group, an estimated $79.4M added.
  • The largest Pentair seller in Q3 2021 was Ninety One (UK), an estimated $209M sold.

Based on aggregated 13F filings for Q3 2021.