We are live on ! Find out more
PNR icon

Pentair
PNR

518 hedge funds and large institutions have $9.38B invested in Pentair in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 173 increasing their positions, 172 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $8.63M

14% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $8.64B → $9.38B (+$742M)

1% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 172

0.22% more ownership

Funds ownership: 83.49% → 83.72% (+0.22%)

0% more funds holding

Funds holding: 517 → 518 (+1)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
518
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
56
Increased
173
Reduced
172
Closed
49
Calls
$11.7M
Puts
$8.63M
Net Calls
+$3.07M
Net Calls Change
+$6.46M

Top Buyers

1
BlackRock
BlackRock
New York
+$33.7M
2
JAM
Jupiter Asset Management
United Kingdom
+$31.2M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$24.5M
4
Axa
Axa
France
+$24.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$78.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$41.9M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$27.8M
4
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
-$24M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$16M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
526
Pendal Group
Australia
– -$394K -6,326 Closed
CIBC World Market
527
CIBC World Market
Ontario, Canada
– -$385K -6,174 Closed
PF
528
Phoenix Financial
Israel
– -$315K -5,068 Closed
AIC
529
Ameritas Investment Company
Nebraska
– -$302K -4,852 Closed
HBT
530
Heartland Bank & Trust
Illinois
– -$258K -4,147 Closed
Squarepoint
531
Squarepoint
New York
– -$253K -4,054 Closed
BAIA
532
Bel Air Investment Advisors
California
– -$249K -3,996 Closed
BIAS
533
Beacon Investment Advisory Services
New Jersey
– -$227K -3,645 Closed
AC
534
Athanor Capital
New York
– -$226K -3,631 Closed
RJT
535
Raymond James Trust
Florida
– -$203K -3,257 Closed
FC
536
FORA Capital
Florida
– -$84K -1,342 Closed
AA
537
Ancora Advisors
Ohio
– -$56K -900 Closed
AWA
538
Artemis Wealth Advisors
New York
– -$22.7K -364 Closed
RWB
539
RMR Wealth Builders
New Jersey
– -$22K -350 Closed
WAP
540
Wealthcare Advisory Partners
Pennsylvania
– -$20K -327 Closed
IAIM
541
International Assets Investment Management
Florida
– -$17K -292 Closed
SFS
542
Sowell Financial Services
Arkansas
– -$20K -290 Closed
ACM
543
Allred Capital Management
Texas
– -$10.8K -173 Closed
MWP
544
Meridian Wealth Partners
Pennsylvania
– -$5K -83 Closed
Twin Tree Management
545
Twin Tree Management
Texas
– -$5K -80 Closed
GAM
546
Grandview Asset Management
Pennsylvania
– -$4K -69 Closed
VFA
547
Valeo Financial Advisors
Indiana
– -$4K -59 Closed
ADIM
548
Alpha DNA Investment Management
Maryland
– -$2K -48 Closed
HWA
549
HHM Wealth Advisors
Tennessee
– -$2K -35 Closed
WCM
550
Wealthcare Capital Management
Virginia
– -$2K -29 Closed
19 20 21
22
23

PNR Hedge Fund Activity: Q2 2021 in Review

518 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2021, worth a combined $9.38B — up 8.6% from $8.64B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PNR positions and 49 closed out — a net gain of 7 holders — while 173 added to existing stakes and 172 trimmed.

The largest buyer was BlackRock, adding an estimated $33.7M. The largest seller was Wells Fargo, cutting an estimated $78.5M.

  • 518 institutional investors held Pentair (PNR) as of Q2 2021, up from 517 in Q1 2021.
  • Funds reported $9.38B of Pentair stock for Q2 2021, up 8.6% quarter-over-quarter.
  • 56 funds opened new Pentair positions in Q2 2021 and 49 closed out, a net change of +7 holders.
  • The largest Pentair buyer in Q2 2021 was BlackRock, an estimated $33.7M added.
  • The largest Pentair seller in Q2 2021 was Wells Fargo, an estimated $78.5M sold.

Based on aggregated 13F filings for Q2 2021.