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599 hedge funds and large institutions have $10.7B invested in Pentair in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 200 increasing their positions, 175 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 48

14% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 175

9% more funds holding

Funds holding: 552599 (+47)

8% more capital invested

Capital invested by funds: $9.92B → $10.7B (+$795M)

6% more ownership

Funds ownership: 83.08%89.08% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $14.4M

Holders
599
Holders Change
+47
Holders Change %
+8.51%
% of All Funds
9.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
105
Increased
200
Reduced
175
Closed
48
Calls
$13.7M
Puts
$14.4M
Net Calls
-$710K
Net Calls Change
+$598K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$24K +$12.2K +166 +106%
AF
477
Advisornet Financial
Minnesota
$23K
LWCFA
478
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
TFO
479
Tarbox Family Office
California
$21K
SCA
480
Snowden Capital Advisors
New York
$21K +$21.4K +291 New
TWA
481
TCI Wealth Advisors
Arizona
$20K
IA
482
IFP Advisors
Florida
$20K +$516 +7 +3%
APA
483
American Portfolios Advisors
New York
$18.3K
AP
484
Atwood & Palmer
Missouri
$18K
CCM
485
Covington Capital Management
California
$18K
IUHSA
486
Itau Unibanco Holding S.A.
Brazil
$17K -$5.38K -73 -24%
FHA
487
First Horizon Advisors
Tennessee
$16K
JFA
488
JNBA Financial Advisors
Minnesota
$16K
HNWA
489
Henrickson Nauta Wealth Advisors
Michigan
$16K +$17.5K +238 New
ZB
490
Zions Bancorporation
Utah
$15K -$11.1K -151 -42%
PG
491
Proffitt & Goodson
Tennessee
$15K
TCOV
492
Trust Company of Vermont
Vermont
$15K +$14.7K +200 New
HNWAG
493
High Net Worth Advisory Group
Florida
$15K +$14.8K +201 New
SFM
494
Signet Financial Management
New Jersey
$15K +$15.2K +206 New
SN
495
Sittner & Nelson
Oregon
$14K
RE
496
RBC Europe
United Kingdom
$9K -$2.95K -40 -24%
GLLW
497
Graves Light Lenhart Wealth
Virginia
$9K
PB
498
Pinnacle Bancorp
Nebraska
$9K
BBPWM
499
Blue Bell Private Wealth Management
Pennsylvania
$9K +$9.14K +124 New
Manulife (Manufacturers Life Insurance)
500
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.81K -$2M -27,155 -18%

PNR Hedge Fund Activity: Q4 2021 in Review

599 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2021, worth a combined $10.7B — up 8% from $9.92B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new PNR positions and 48 closed out — a net gain of 57 holders — while 200 added to existing stakes and 175 trimmed.

The largest buyer was Parnassus Investments, opening a new position worth an estimated $786M. The largest seller was Nordea Investment Management, cutting an estimated $286M.

  • 599 institutional investors held Pentair (PNR) as of Q4 2021, up from 552 in Q3 2021.
  • Funds reported $10.7B of Pentair stock for Q4 2021, up 8% quarter-over-quarter.
  • 105 funds opened new Pentair positions in Q4 2021 and 48 closed out, a net change of +57 holders.
  • The largest Pentair buyer in Q4 2021 was Parnassus Investments, an estimated $786M added.
  • The largest Pentair seller in Q4 2021 was Nordea Investment Management, an estimated $286M sold.

Based on aggregated 13F filings for Q4 2021.