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551 hedge funds and large institutions have $9.5B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

684% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $7.47M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $8.26B → $9.5B (+$1.24B)

5% more funds holding

Funds holding: 526551 (+25)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 198

1.63% less ownership

Funds ownership: 91.01%89.38% (-1.6%)

Holders
551
Holders Change
+25
Holders Change %
+4.75%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
68
Increased
180
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
476
First Horizon Advisors
Tennessee
$6.93K +$1.44K +25 +30%
BBPWM
477
Blue Bell Private Wealth Management
Pennsylvania
$6.78K
CT
478
Colonial Trust
South Carolina
$6.46K +$5.76K +100 New
Loomis, Sayles & Company
479
Loomis, Sayles & Company
Massachusetts
$6K -$12.5K -218 -71%
ME
480
McIlrath & Eck
Washington
$5.94K
BIA
481
Bell Investment Advisors
California
$5.88K -$2.07K -36 -28%
HIA
482
Harbor Investment Advisory
Maryland
$5.88K
PWMG
483
Prestige Wealth Management Group
New Jersey
$5.14K
ST
484
Smithfield Trust
Pennsylvania
$5K
EARNEST Partners
485
EARNEST Partners
Georgia
$4.97K
LWA
486
Lowe Wealth Advisors
Maryland
$4.97K
BBHC
487
Brown Brothers Harriman & Co
New York
$4.78K -$518 -9 -11%
VCM
488
Versant Capital Management
Arizona
$4.52K
GI
489
Gradient Investments
Minnesota
$4.11K +$1.9K +33 +106%
BWAM
490
Boyd Watterson Asset Management
Ohio
$3.62K
CIA
491
Cape Investment Advisory
Georgia
$3.36K +$863 +15 +41%
FCAG
492
First Capital Advisors Group
New Jersey
$3.36K +$2.99K +52 New
WTG
493
West Tower Group
Virginia
$3.23K +$2.88K +50 New
AWM
494
AllSquare Wealth Management
New York
$3.2K
HF
495
Halpern Financial
Virginia
$3.17K +$2.82K +49 New
GEA
496
Glen Eagle Advisors
New Jersey
$3.1K +$345 +6 +14%
DIP
497
DT Investment Partners
Pennsylvania
$3.08K
DAC
498
Dividend Assets Capital
South Carolina
$3K
FMTCOCP
499
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
KFP
500
KB Financial Partners
New Jersey
$3K