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Pentair

554 hedge funds and large institutions have $8.03B invested in Pentair in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 198 increasing their positions, 178 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $9.07M

11% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 178

1.69% more ownership

Funds ownership: 89.08%90.77% (+1.7%)

8% less funds holding

Funds holding: 599554 (-45)

25% less capital invested

Capital invested by funds: $10.7B → $8.03B (-$2.69B)

36% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 96

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
554
Holders Change
-45
Holders Change %
-7.51%
% of All Funds
8.74%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
61
Increased
198
Reduced
178
Closed
96
Calls
$10.8M
Puts
$9.07M
Net Calls
+$1.74M
Net Calls Change
+$2.45M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
576
Corient Capital Partners
California
-$235K -3,214 Closed
NP
577
NorthRock Partners
Minnesota
-$234K -3,211 Closed
CCM
578
Coldstream Capital Management
Washington
-$233K -3,189 Closed
AP
579
Advisor Partners
California
-$231K -3,150 Closed
MPPW
580
Mitchell & Pahl Private Wealth
Oklahoma
-$230K -3,149 Closed
GT
581
Greenleaf Trust
Michigan
-$229K -3,129 Closed
CCM
582
Carlson Capital Management
Minnesota
-$228K -3,128 Closed
Luther King Capital Management (LKCM)
583
Luther King Capital Management (LKCM)
Texas
-$225K -3,084 Closed
EWA
584
ERTS Wealth Advisors
Michigan
-$223K -3,052 Closed
EH
585
Equitable Holdings
New York
-$222K -3,035 Closed
BOH
586
Bank of Hawaii
Hawaii
-$220K -3,011 Closed
WTB
587
Washington Trust Bank
Washington
-$220K -3,006 Closed
LIM
588
Leavell Investment Management
Alabama
-$214K -2,935 Closed
RJT
589
Raymond James Trust
Florida
-$208K -2,850 Closed
AWM
590
Alterna Wealth Management
Texas
-$206K -2,825 Closed
GWM
591
Gitterman Wealth Management
New Jersey
-$206K -2,823 Closed
CCM
592
Cullen Capital Management
New York
-$204K -2,798 Closed
FFM
593
Forum Financial Management
Illinois
-$204K -2,794 Closed
IRF
594
IBM Retirement Fund
New York
-$202K -2,762 Closed
V
595
Veritable
Delaware
-$202K -2,761 Closed
SA
596
Syntax Advisors
New York
-$201K -2,752 Closed
VCG
597
Vantage Consulting Group
Virginia
-$201K -2,752 Closed
VFA
598
Values First Advisors
Tennessee
-$201K -2,751 Closed
YIH
599
Y-Intercept (HK)
Hong Kong
-$200K -2,744 Closed
Credit Agricole
600
Credit Agricole
France
-$177K -2,425 Closed

PNR Hedge Fund Activity: Q1 2022 in Review

554 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2022, worth a combined $8.03B — down 25% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of PNR and 61 opened new positions — a net loss of 35 holders — while 178 trimmed existing stakes and 198 added.

The largest buyer was Impax Asset Management Group, adding an estimated $142M. The largest seller was Parnassus Investments, cutting an estimated $366M.

  • 554 institutional investors held Pentair (PNR) as of Q1 2022, down from 599 in Q4 2021.
  • Funds reported $8.03B of Pentair stock for Q1 2022, down 25% quarter-over-quarter.
  • 61 funds opened new Pentair positions in Q1 2022 and 96 closed out, a net change of -35 holders.
  • The largest Pentair buyer in Q1 2022 was Impax Asset Management Group, an estimated $142M added.
  • The largest Pentair seller in Q1 2022 was Parnassus Investments, an estimated $366M sold.

Based on aggregated 13F filings for Q1 2022.