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517 hedge funds and large institutions have $8.64B invested in Pentair in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 150 increasing their positions, 189 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

29% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 56

12% more capital invested

Capital invested by funds: $7.71B → $8.64B (+$927M)

2% more funds holding

Funds holding: 508517 (+9)

0.79% less ownership

Funds ownership: 84.28%83.49% (-0.79%)

21% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 189

50% less call options, than puts

Call options by funds: $3.35M | Put options by funds: $6.74M

Holders
517
Holders Change
+9
Holders Change %
+1.77%
% of All Funds
9.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
72
Increased
150
Reduced
189
Closed
56
Calls
$3.35M
Puts
$6.74M
Net Calls
-$3.4M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
501
Stonebridge Capital Advisors
Minnesota
$1K +$1.03K +18 New
BFG
502
Baron Financial Group
New Jersey
$499
SIS
503
Sound Income Strategies
Florida
$187 +$172 +3 New
KFS
504
Kelly Financial Services
Massachusetts
$62
BBHC
505
Brown Brothers Harriman & Co
New York
$19 +$3.96K +69 +29%
Jennison Associates
506
Jennison Associates
New York
-$21.3M -401,987 Closed
Arrowstreet Capital
507
Arrowstreet Capital
Massachusetts
-$16.9M -317,578 Closed
CVA
508
Ceredex Value Advisors
Florida
-$13.4M -251,536 Closed
Two Sigma Investments
509
Two Sigma Investments
New York
-$10.4M -195,551 Closed
Two Sigma Advisers
510
Two Sigma Advisers
New York
-$9.82M -184,900 Closed
Renaissance Technologies
511
Renaissance Technologies
New York
-$4.87M -91,764 Closed
BCM
512
BTR Capital Management
California
-$4.43M -83,433 Closed
MSE
513
MUFG Securities EMEA
United Kingdom
-$3.57M -67,300 Closed
DA
514
Duality Advisers
Florida
-$3.44M -64,884 Closed
BA
515
Bridgewater Associates
Connecticut
-$2.29M -43,158 Closed
MC
516
Maverick Capital
Texas
-$1.55M -29,299 Closed
WBC
517
Westpac Banking Corp
Australia
-$1.38M -25,960 Closed
MSA
518
Mason Street Advisors
Wisconsin
-$1.22M -22,947 Closed
BPM
519
Bowling Portfolio Management
Ohio
-$1.01M -18,957 Closed
QI
520
QS Investors
New York
-$951K -17,921 Closed
BFM
521
Boothbay Fund Management
New York
-$923K -17,391 Closed
DCM
522
Dean Capital Management
Kansas
-$852K -16,053 Closed
SC
523
SRB Corp
Massachusetts
-$788K -14,843 Closed
BWM
524
BNC Wealth Management
Oregon
-$787K -14,825 Closed
WI
525
WBI Investments
New Jersey
-$774K -14,580 Closed

PNR Hedge Fund Activity: Q1 2021 in Review

517 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2021, worth a combined $8.64B — up 12% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PNR positions and 56 closed out — a net gain of 16 holders — while 150 added to existing stakes and 189 trimmed.

The largest buyer was Credit Suisse, adding an estimated $42.5M. The largest seller was Prudential Financial, cutting an estimated $43M.

  • 517 institutional investors held Pentair (PNR) as of Q1 2021, up from 508 in Q4 2020.
  • Funds reported $8.64B of Pentair stock for Q1 2021, up 12% quarter-over-quarter.
  • 72 funds opened new Pentair positions in Q1 2021 and 56 closed out, a net change of +16 holders.
  • The largest Pentair buyer in Q1 2021 was Credit Suisse, an estimated $42.5M added.
  • The largest Pentair seller in Q1 2021 was Prudential Financial, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2021.