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526 hedge funds and large institutions have $8.26B invested in Pentair in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

882% more call options, than puts

Call options by funds: $69.3M | Put options by funds: $7.06M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

52% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 58

24% more capital invested

Capital invested by funds: $6.67B → $8.26B (+$1.59B)

4% more funds holding

Funds holding: 504526 (+22)

9% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 158

0.73% less ownership

Funds ownership: 91.74%91.01% (-0.73%)

Holders
526
Holders Change
+22
Holders Change %
+4.37%
% of All Funds
8.38%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
88
Increased
172
Reduced
158
Closed
58
Calls
$69.3M
Puts
$7.06M
Net Calls
+$62.3M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
501
BDO Wealth Advisors
Florida
$830
PTC
502
Private Trust Company
Ohio
$774 -$4.41K -83 -86%
CFFP
503
Center for Financial Planning
Michigan
$774
MA
504
MCF Advisors
Kentucky
$774
ECM
505
Everence Capital Management
Indiana
$670
CA
506
Clearstead Advisors
Ohio
$664 +$637 +12 New
NSIM
507
North Star Investment Management
Illinois
$663
AAP
508
Arax Advisory Partners
Colorado
$608
DWA
509
Delos Wealth Advisors
Texas
$498
RF
510
Robbins Farley
New Hampshire
$443 +$425 +8 New
FWM
511
Focused Wealth Management
New York
$396
BAAM
512
Baker Avenue Asset Management
California
$387
UFF
513
USA Financial Formulas
Michigan
$387 +$372 +7 New
TWD
514
True Wealth Design
Ohio
$332
KLWA
515
Kelly Lawrence W & Associates
California
$276
SWA
516
SOA Wealth Advisors
New York
$113
CT
517
Cambridge Trust
Massachusetts
$111
HCM
518
Hollencrest Capital Management
California
$111
TWP
519
TFO Wealth Partners
Ohio
$111 +$53 +1 +100%
AWM
520
Abound Wealth Management
Tennessee
$111 +$106 +2 New
CFGS
521
Concourse Financial Group Securities
Alabama
$110 -$2.92K -55 -96%
KFS
522
Kelly Financial Services
Massachusetts
$55
SWM
523
Sugarloaf Wealth Management
Georgia
$55
Voloridge Investment Management
524
Voloridge Investment Management
Florida
-$19.9M -443,289 Closed
JGC
525
J. Goldman & Co
New York
-$15.9M -353,210 Closed