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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
MFA
526
McClarren Financial Advisors
Pennsylvania
$4K +$147 +2 +4%
AWA
527
Amplius Wealth Advisors
Pennsylvania
$4K +$4.2K +57 New
SIS
528
Sound Income Strategies
Florida
$4K +$4.2K +57 New
GEA
529
Glen Eagle Advisors
New Jersey
$3.07K
SC
530
Stephens Consulting
Michigan
$3.07K +$3.1K +42 New
AF
531
Allworth Financial
California
$3K
COCM
532
Charter Oak Capital Management
New Hampshire
$3K
FMTCOCP
533
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
FMP
534
Financial Management Professionals
Texas
$3K
HWA
535
Heritage Wealth Advisors
Virginia
$3K
TFA
536
Toth Financial Advisory
Virginia
$3K
WT
537
Whittier Trust
California
$3K
LC
538
Lindbrook Capital
California
$3K +$811 +11 +31%
JWA
539
JFS Wealth Advisors
Pennsylvania
$3K +$3.02K +41 New
KFP
540
KB Financial Partners
New Jersey
$3K +$3.02K +41 New
ECM
541
Estabrook Capital Management
New York
$2.92K +$2.95K +40 New
FP
542
Financial Perspectives
Minnesota
$2.63K
PP
543
PFS Partners
New Jersey
$2.42K +$2.43K +33 New
SWA
544
Sutton Wealth Advisors
Florida
$2.04K
Ninety One (UK)
545
Ninety One (UK)
United Kingdom
$2K -$1.62K -22 -48%
GI
546
Gradient Investments
Minnesota
$2K
HCP
547
Hexagon Capital Partners
Arkansas
$2K
TF
548
TimeScale Financial
Massachusetts
$2K +$74 +1 +3%
CAL
549
Capital Analysts LLC
Pennsylvania
$2K +$1.33K +18 +200%
SSB
550
Sandy Spring Bank
Maryland
$2K +$1.62K +22 New

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.