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463 hedge funds and large institutions have $6.24B invested in Pentair in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 112 increasing their positions, 175 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

43% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 56

39% more call options, than puts

Call options by funds: $6.38M | Put options by funds: $4.59M

19% more capital invested

Capital invested by funds: $5.25B → $6.24B (+$987M)

5% more funds holding

Funds holding: 440463 (+23)

0.75% less ownership

Funds ownership: 83.05%82.3% (-0.75%)

36% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 175

Holders
463
Holders Change
+23
Holders Change %
+5.23%
% of All Funds
9.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
80
Increased
112
Reduced
175
Closed
56
Calls
$6.38M
Puts
$4.59M
Net Calls
+$1.79M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$789M -$34.6M -793,619 -4%
BlackRock
2
BlackRock
New York
$598M -$26.2M -600,992 -4%
State Street
3
State Street
Massachusetts
$467M -$28.9M -664,140 -6%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$383M -$1.52M -34,896 -0.4%
Invesco
5
Invesco
Georgia
$281M -$2.69M -61,845 -1%
Franklin Resources
6
Franklin Resources
California
$243M -$493K -11,315 -0.2%
PAMU
7
Pictet Asset Management (UK)
United Kingdom
$193M +$7.65M +175,641 +4%
ClearBridge Investments
8
ClearBridge Investments
New York
$129M -$2.83M -64,955 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$126M +$387K +8,897 +0.3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$124M -$316K -7,247 -0.3%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$119M -$81.3M -1,866,671 -42%
ProShare Advisors
12
ProShare Advisors
Maryland
$102M -$16.3M -374,065 -14%
AAMU
13
Amundi Asset Management US
Massachusetts
$102M +$10.4M +237,860 +12%
Wells Fargo
14
Wells Fargo
California
$101M +$16.7M +383,590 +21%
Ninety One (UK)
15
Ninety One (UK)
United Kingdom
$96.1M +$91.4M +2,099,605 New
Northern Trust
16
Northern Trust
Illinois
$86.8M +$580K +13,317 +0.7%
Norges Bank
17
Norges Bank
Norway
$81.8M -$2.64M -60,621 -3%
MWNA
18
Marshall Wace North America
New York
$78.6M +$9.18M +210,843 +14%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$73.6M -$7.17M -164,579 -9%
KBC Group
20
KBC Group
Belgium
$62.1M +$8.07M +185,342 +16%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$59.2M -$5.02M -115,361 -8%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$53.6M -$10.1M -232,878 -17%
Fidelity International
23
Fidelity International
Bermuda
$53M +$3.96M +91,042 +9%
Legal & General Group
24
Legal & General Group
United Kingdom
$52.2M -$2.71M -62,213 -5%
RS
25
Robeco Schweiz
Switzerland
$51.8M +$8.39M +192,700 +21%

PNR Hedge Fund Activity: Q3 2020 in Review

463 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q3 2020, worth a combined $6.24B — up 19% from $5.25B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new PNR positions and 56 closed out — a net gain of 24 holders — while 112 added to existing stakes and 175 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $91.4M. The largest seller was Nordea Investment Management, cutting an estimated $81.3M.

  • 463 institutional investors held Pentair (PNR) as of Q3 2020, up from 440 in Q2 2020.
  • Funds reported $6.24B of Pentair stock for Q3 2020, up 19% quarter-over-quarter.
  • 80 funds opened new Pentair positions in Q3 2020 and 56 closed out, a net change of +24 holders.
  • The largest Pentair buyer in Q3 2020 was Ninety One (UK), an estimated $91.4M added.
  • The largest Pentair seller in Q3 2020 was Nordea Investment Management, an estimated $81.3M sold.

Based on aggregated 13F filings for Q3 2020.