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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
MAM
601
Meeder Asset Management
Ohio
-$412K -5,667 Closed
GCP
602
GSA Capital Partners
United Kingdom
-$392K -5,395 Closed
NERM
603
New England Research & Management
Illinois
-$375K -5,166 Closed
MS
604
Maven Securities
Jersey
-$350K -4,818 Closed
OQS
605
Occudo Quantitative Strategies
Florida
-$335K -4,616 Closed
OWM
606
OneAscent Wealth Management
Alabama
-$273K -3,763 Closed
Simplex Trading
607
Simplex Trading
Illinois
-$248K -3,372 Closed
CIM
608
Chiron Investment Management
New York
-$244K -3,361 Closed
BC
609
Bridgefront Capital
Texas
-$225K -3,098 Closed
RWM
610
Ritholtz Wealth Management
New York
-$212K -2,922 Closed
CFG
611
Citizens Financial Group
Rhode Island
-$211K -2,910 Closed
Los Angeles Capital Management
612
Los Angeles Capital Management
California
-$203K -2,795 Closed
CAGAS
613
Capital Advisory Group Advisory Services
Minnesota
-$91K -1,250 Closed
SOW
614
State of Wyoming
Wyoming
-$63K -867 Closed
KIG
615
Kowal Investment Group
Wisconsin
-$61K -833 Closed
BAM
616
Barrett Asset Management
New York
-$24K -336 Closed
CI
617
CX Institutional
Indiana
-$24K -328 Closed
HF
618
Halpern Financial
Virginia
-$21.1K -291 Closed
RA
619
Resolute Advisors
California
-$9K -130 Closed
SAI
620
Systematic Alpha Investments
New Jersey
-$9K -122 Closed
JCM
621
Jacobi Capital Management
Pennsylvania
-$8K -116 Closed
CP
622
Corbenic Partners
Pennsylvania
-$6K -89 Closed
GRP
623
Global Retirement Partners
California
-$6K -89 Closed
GWS
624
Glassman Wealth Services
Virginia
-$5K -71 Closed
RCA
625
Ranch Capital Advisors
Florida
-$4K -58 Closed

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.