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Pentair
PNR

508 hedge funds and large institutions have $7.71B invested in Pentair in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 153 increasing their positions, 168 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 49

24% more capital invested

Capital invested by funds: $6.24B → $7.71B (+$1.47B)

10% more funds holding

Funds holding: 463 → 508 (+45)

1.98% more ownership

Funds ownership: 82.3% → 84.28% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 168

17% less call options, than puts

Call options by funds: $4.29M | Put options by funds: $5.15M

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
508
Holders Change
+45
Holders Change %
+9.72%
% of All Funds
8.99%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
99
Increased
153
Reduced
168
Closed
49
Calls
$4.29M
Puts
$5.15M
Net Calls
-$864K
Net Calls Change
-$2.66M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$164M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$50.6M
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
+$42.6M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$39M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$30.2M

Top Sellers

1
State Street
State Street
Massachusetts
-$46.2M
2
CVA
Ceredex Value Advisors
Florida
-$42.4M
3
SG Americas Securities
SG Americas Securities
New York
-$27.7M
4
MWNA
Marshall Wace North America
New York
-$27.5M
5
GLA
Great Lakes Advisors
Illinois
-$24.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
501
Penn Capital Management
Pennsylvania
– -$3.29M -71,753 Closed
SSA
502
Schonfeld Strategic Advisors
New York
– -$2.39M -52,197 Closed
ACM
503
Arosa Capital Management
Florida
– -$2.06M -45,000 Closed
HP
504
Harvey Partners
New York
– -$1.52M -33,272 Closed
A
505
AustralianSuper
Australia
– -$1.38M -30,202 Closed
TCM
506
Tandem Capital Management
New Jersey
– -$1.32M -28,755 Closed
Assenagon Asset Management
507
Assenagon Asset Management
Luxembourg
– -$1.13M -24,697 Closed
LCM
508
Laurion Capital Management
New York
– -$1.02M -22,300 Closed
DTL
509
Dynamic Technology Lab
Singapore
– -$696K -15,204 Closed
BC
510
Brookfield Corp
Ontario, Canada
– -$687K -15,000 Closed
Verition Fund Management
511
Verition Fund Management
Connecticut
– -$391K -8,548 Closed
LI
512
Lafayette Investments
Maryland
– -$373K -8,145 Closed
ONB
513
Old National Bancorp
Indiana
– -$341K -7,454 Closed
LOAMS
514
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$341K -7,448 Closed
ECM
515
Everence Capital Management
Indiana
– -$313K -6,840 Closed
E
516
Ergoteles
New York
– -$302K -6,600 Closed
AG
517
Algert Global
California
– -$285K -6,237 Closed
LOAME
518
Lombard Odier Asset Management (Europe)
United Kingdom
– -$280K -6,108 Closed
Lido Advisors
519
Lido Advisors
California
– -$263K -5,742 Closed
OAM
520
Oppenheimer Asset Management
New York
– -$241K -5,272 Closed
BRWA
521
B. Riley Wealth Advisors
Florida
– -$232K -5,078 Closed
Acadian Asset Management
522
Acadian Asset Management
Massachusetts
– -$228K -4,992 Closed
Wolverine Trading
523
Wolverine Trading
Illinois
– -$208K -4,544 Closed
RIM
524
Rampart Investment Management
Connecticut
– -$26K -577 Closed
HCA
525
Horan Capital Advisors
Ohio
– -$23K -500 Closed
18 19 20
21
22

PNR Hedge Fund Activity: Q4 2020 in Review

508 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2020, worth a combined $7.71B — up 24% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new PNR positions and 49 closed out — a net gain of 50 holders — while 153 added to existing stakes and 168 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $164M. The largest seller was State Street, cutting an estimated $46.2M.

  • 508 institutional investors held Pentair (PNR) as of Q4 2020, up from 463 in Q3 2020.
  • Funds reported $7.71B of Pentair stock for Q4 2020, up 24% quarter-over-quarter.
  • 99 funds opened new Pentair positions in Q4 2020 and 49 closed out, a net change of +50 holders.
  • The largest Pentair buyer in Q4 2020 was Fidelity Investments, an estimated $164M added.
  • The largest Pentair seller in Q4 2020 was State Street, an estimated $46.2M sold.

Based on aggregated 13F filings for Q4 2020.