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551 hedge funds and large institutions have $9.5B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

684% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $7.47M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $8.26B → $9.5B (+$1.24B)

5% more funds holding

Funds holding: 526551 (+25)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 198

1.63% less ownership

Funds ownership: 91.01%89.38% (-1.6%)

Holders
551
Holders Change
+25
Holders Change %
+4.75%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
68
Increased
180
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMLT
501
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.91K
WT
502
Whittier Trust
California
$2.78K
ECM
503
Estabrook Capital Management
New York
$2.58K
Optiver Holding
504
Optiver Holding
Netherlands
$2.58K +$2.3K +40 New
MFT
505
Moisand Fitzgerald Tamayo
Florida
$2.52K
SIC
506
SJS Investment Consulting
Ohio
$2.46K +$58 +1 +3%
AssetMark Inc
507
AssetMark Inc
California
$2.39K
FP
508
Financial Perspectives
Minnesota
$2.33K
ZB
509
Zions Bancorporation
Utah
$2.26K
DI
510
Disciplined Investments
Oklahoma
$2.26K +$58 +1 +3%
PP
511
PFS Partners
New Jersey
$2.19K
BTI
512
Blue Trust Inc
Georgia
$2K -$5.29K -92 -74%
TF
513
TimeScale Financial
Massachusetts
$1.96K
CWC
514
Carolinas Wealth Consulting
North Carolina
$1.81K
SWA
515
Sutton Wealth Advisors
Florida
$1.81K
TIM
516
Tortoise Investment Management
New York
$1.61K +$1.44K +25 New
MCM
517
MV Capital Management
Maryland
$1.55K
CFS
518
CGC Financial Services
Oregon
$1.49K +$1.32K +23 New
IBOK
519
Independence Bank of Kentucky
Kentucky
$1.29K +$1.15K +20 New
LWANC
520
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.23K
TAM
521
Tucker Asset Management
Colorado
$1.16K
HCM
522
Hollencrest Capital Management
California
$1.1K +$863 +15 +750%
CFO
523
CVA Family Office
Colorado
$1.03K
TCA
524
Trifecta Capital Advisors
Illinois
$1.03K
VAG
525
VisionPoint Advisory Group
Texas
$1.03K +$921 +16 New