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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
SC
551
Sierra Capital
Florida
$2K +$1.7K +23 New
WB
552
West Bancorporation
Iowa
$2K +$1.77K +24 New
LWA
553
Lenox Wealth Advisors
New York
$2K +$1.92K +26 +433%
SC
554
Schubert & Co
Texas
$2K +$1.99K +27 New
EWA
555
EverSource Wealth Advisors
Alabama
$2K +$2.14K +29 New
WPA
556
West Paces Advisors
Georgia
$1.68K
EBA
557
Eagle Bay Advisors
New York
$1K -$3.54K -48 -79%
FFA
558
Freedman Financial Associates
Massachusetts
$1K -$1.55K -21 -55%
SCA
559
Stonebridge Capital Advisors
Minnesota
$1K -$811 -11 -38%
AFG
560
Albion Financial Group
Utah
$1K
AAP
561
Arax Advisory Partners
Colorado
$1K
BWA
562
BDO Wealth Advisors
Florida
$1K
CI Investments Inc
563
CI Investments Inc
Ontario, Canada
$1K
FF
564
FourThought Financial
Florida
$1K
HDIM
565
Hanson & Doremus Investment Management
Vermont
$1K
LWANC
566
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
MA
567
MCF Advisors
Kentucky
$1K
PFGIA
568
Patriot Financial Group Insurance Agency
Massachusetts
$1K
SQA
569
Simon Quick Advisors
New Jersey
$1K
TFM
570
TFC Financial Management
Massachusetts
$1K
TSW
571
Thompson Siegel & Walmsley
Virginia
$1K
UFF
572
USA Financial Formulas
Michigan
$1K
CWP
573
Concord Wealth Partners
Virginia
$1K +$147 +2 +13%
CAL
574
Capital Advisors Ltd
Ohio
$1K +$516 +7 New
CFFP
575
Center for Financial Planning
Michigan
$1K +$1.03K +14 New