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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
AFG
526
Albion Financial Group
Utah
$1K – – –
AAP
527
Arax Advisory Partners
Colorado
$1K – – –
BWM
528
Baystate Wealth Management
Massachusetts
$1K – – –
BWA
529
BDO Wealth Advisors
Florida
$1K – – –
CWP
530
Concord Wealth Partners
Virginia
$1K – – –
FF
531
FourThought Financial
Florida
$1K – – –
LWANC
532
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K – – –
TFM
533
TFC Financial Management
Massachusetts
$1K – – –
TSW
534
Thompson Siegel & Walmsley
Virginia
$1K – – –
PFGIA
535
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$75 +1 +9%
CI Investments Inc
536
CI Investments Inc
Ontario, Canada
$1K +$672 +9 New
MA
537
MCF Advisors
Kentucky
$1K +$1.04K +14 New
DOA
538
D'Orazio & Associates
Virginia
$1K +$1.12K +15 New
HDIM
539
Hanson & Doremus Investment Management
Vermont
$1K +$1.19K +16 New
BBHC
540
Brown Brothers Harriman & Co
New York
$500 +$491K +6,576 +2,114%
MGIM
541
M&G Investment Management
United Kingdom
$259 +$265K +3,547 New
KFS
542
Kelly Financial Services
Massachusetts
$73 -$4.92K -66 -99%
Victory Capital Management
543
Victory Capital Management
Texas
– -$23.8M -353,329 Closed
BGIM
544
Brandywine Global Investment Management
Pennsylvania
– -$12.2M -181,335 Closed
MCM
545
McKinley Capital Management
Alaska
– -$6.96M -103,090 Closed
NONA
546
Ninety One North America
New York
– -$3.2M -47,415 Closed
BA
547
Bridgewater Associates
Connecticut
– -$2.89M -42,865 Closed
SAM
548
Scopus Asset Management
New York
– -$2.7M -40,000 Closed
CIM
549
Corbyn Investment Management
Maryland
– -$1.44M -21,309 Closed
EGM
550
Engineers Gate Manager
New York
– -$1.39M -20,570 Closed
20 21
22
23 24

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.