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526 hedge funds and large institutions have $8.26B invested in Pentair in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

882% more call options, than puts

Call options by funds: $69.3M | Put options by funds: $7.06M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

52% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 58

24% more capital invested

Capital invested by funds: $6.67B → $8.26B (+$1.59B)

4% more funds holding

Funds holding: 504526 (+22)

9% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 158

0.73% less ownership

Funds ownership: 91.74%91.01% (-0.73%)

Holders
526
Holders Change
+22
Holders Change %
+4.37%
% of All Funds
8.38%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
88
Increased
172
Reduced
158
Closed
58
Calls
$69.3M
Puts
$7.06M
Net Calls
+$62.3M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
551
Stevens Capital Management
Pennsylvania
-$337K -7,482 Closed
BOH
552
Bank of Hawaii
Hawaii
-$317K -7,046 Closed
CA
553
Cullinan Associates
Kentucky
-$309K -6,874 Closed
Connor, Clark & Lunn Investment Management (CC&L)
554
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$297K -6,612 Closed
JMPWA
555
JP Morgan Private Wealth Advisors
California
-$225K -5,009 Closed
CM
556
Capula Management
Cayman Islands
-$218K -4,840 Closed
BC
557
Bridgefront Capital
Texas
-$218K -4,837 Closed
Marshall Wace
558
Marshall Wace
United Kingdom
-$211K -4,700 Closed
SLG
559
Stanley-Laman Group
Pennsylvania
-$211K -4,694 Closed
GCP
560
GSA Capital Partners
United Kingdom
-$208K -4,627 Closed
PMAM
561
Picton Mahoney Asset Management
Ontario, Canada
-$149K -3,296 Closed
AF
562
Affiance Financial
Minnesota
-$106K -2,351 Closed
MFG
563
Mendota Financial Group
Wisconsin
-$99.4K -2,210 Closed
DCM
564
Dupont Capital Management
Delaware
-$64.4K -1,431 Closed
ZIG
565
Zullo Investment Group
Pennsylvania
-$18.2K -404 Closed
HNWAG
566
High Net Worth Advisory Group
Florida
-$6.75K -150 Closed
MPCL
567
My Personal CFO LLC
Washington
-$5.67K -126 Closed
FWA
568
Freedom Wealth Alliance
Wisconsin
-$4.5K -100 Closed
TCWA
569
Ten Capital Wealth Advisors
Washington
-$4.5K -100 Closed
SC
570
Seldon Capital
California
-$3.42K -76 Closed
CA
571
Crewe Advisors
Utah
-$2.7K -60 Closed
CWP
572
Concord Wealth Partners
Virginia
-$2.4K -53 Closed
VCM
573
Vigilant Capital Management
Maine
-$2K -51 Closed
LS
574
Leelyn Smith
Illinois
-$270 -12 Closed
TSW
575
Thompson Siegel & Walmsley
Virginia
-$1K -12 Closed