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Pentair
PNR

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: 518 → 552 (+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: 3 → 3 (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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$79.4M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$39.9M
4
PAM
Panagora Asset Management
Massachusetts
+$36.2M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.6M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$209M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$80.7M
3
KBC Group
KBC Group
Belgium
-$37.1M
4
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$37M
5
Invesco
Invesco
Georgia
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
501
Whittier Trust
California
$3K -$15.2K -204 -84%
COCM
502
Charter Oak Capital Management
New Hampshire
$3K -$149 -2 -4%
AF
503
Allworth Financial
California
$3K – – –
FMTCOCP
504
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
FMP
505
Financial Management Professionals
Texas
$3K – – –
LC
506
Lindbrook Capital
California
$3K – – –
MFA
507
McClarren Financial Advisors
Pennsylvania
$3K – – –
SIM
508
Sonora Investment Management
Arizona
$3K – – –
FFA
509
Freedman Financial Associates
Massachusetts
$3K +$1.57K +21 +124%
BIA
510
Bell Investment Advisors
California
$3K +$2.83K +38 New
TFA
511
Toth Financial Advisory
Virginia
$3K +$3.13K +42 New
HWA
512
Heritage Wealth Advisors
Virginia
$2.9K – – –
FP
513
Financial Perspectives
Minnesota
$2.62K – – –
SWA
514
Sutton Wealth Advisors
Florida
$2.03K – – –
SCA
515
Stonebridge Capital Advisors
Minnesota
$2K -$1.34K -18 -38%
CFD
516
Creative Financial Designs
Indiana
$2K – – –
DAC
517
Dividend Assets Capital
South Carolina
$2K – – –
GI
518
Gradient Investments
Minnesota
$2K – – –
HCP
519
Hexagon Capital Partners
Arkansas
$2K – – –
TF
520
TimeScale Financial
Massachusetts
$2K – – –
SSC
521
Syverson Strege & Co
Iowa
$2K +$2.16K +29 +2,900%
Walleye Capital
522
Walleye Capital
New York
$1.97K +$2.03M +27,185 New
WPA
523
West Paces Advisors
Georgia
$1.67K – – –
UFF
524
USA Financial Formulas
Michigan
$1K -$1.36M -18,162 -100%
CAL
525
Capital Analysts LLC
Pennsylvania
$1K -$1.34K -18 -67%
19 20
21
22 23

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.