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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
CWC
501
Carolinas Wealth Consulting
North Carolina
$8K
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$8K
PCG
503
Private Capital Group
Connecticut
$8K
AssetMark Inc
504
AssetMark Inc
California
$8K +$1.1K +15 +15%
CFA
505
Carroll Financial Associates
North Carolina
$8K +$1.7K +23 +26%
CFO
506
CVA Family Office
Colorado
$8K +$8.18K +111 New
BCFD
507
Boit C.F. David
$7K
EW
508
Evoke Wealth
California
$7K
HIA
509
Harbor Investment Advisory
Maryland
$7K
ME
510
McIlrath & Eck
Washington
$7K
RFA
511
Reilly Financial Advisors
California
$7K
AP
512
Arlington Partners
Alabama
$7K +$7.15K +97 New
EARNEST Partners
513
EARNEST Partners
Georgia
$6K
LWA
514
Lowe Wealth Advisors
Maryland
$6K
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$6K
SWA
516
SOA Wealth Advisors
New York
$6K
SC
517
Seldon Capital
California
$6K +$5.6K +76 New
CP
518
Castleview Partners
Texas
$5.84K +$31.4M +426,446 New
Group One Trading
519
Group One Trading
Illinois
$5K -$44.2K -600 -89%
AFS
520
Annapolis Financial Services
Maryland
$5K
PWMG
521
Prestige Wealth Management Group
New Jersey
$5K
VCM
522
Versant Capital Management
Arizona
$5K
BIA
523
Bell Investment Advisors
California
$5K +$2.58K +35 +92%
LCM
524
Logan Capital Management
Pennsylvania
$4K -$3.17K -43 -42%
AWM
525
AllSquare Wealth Management
New York
$4K

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.