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517 hedge funds and large institutions have $8.64B invested in Pentair in 2021 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 150 increasing their positions, 189 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)

29% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 56

12% more capital invested

Capital invested by funds: $7.71B → $8.64B (+$927M)

2% more funds holding

Funds holding: 508517 (+9)

0.79% less ownership

Funds ownership: 84.28%83.49% (-0.79%)

21% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 189

50% less call options, than puts

Call options by funds: $3.35M | Put options by funds: $6.74M

Holders
517
Holders Change
+9
Holders Change %
+1.77%
% of All Funds
9.08%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
72
Increased
150
Reduced
189
Closed
56
Calls
$3.35M
Puts
$6.74M
Net Calls
-$3.4M
Net Calls Change
-$2.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.08B +$4.37M +76,189 +0.4%
BlackRock
2
BlackRock
New York
$851M +$15M +261,154 +2%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$604M +$28.6M +498,868 +5%
State Street
4
State Street
Massachusetts
$584M +$3.61M +62,930 +0.7%
Invesco
5
Invesco
Georgia
$409M +$6.51M +113,547 +2%
Franklin Resources
6
Franklin Resources
California
$325M -$6.74M -117,510 -2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$309M +$33.6M +586,175 +13%
PAMU
8
Pictet Asset Management (UK)
United Kingdom
$271M -$4.53M -79,029 -2%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$222M +$11.9M +207,432 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$180M +$1.18M +20,538 +0.7%
Ninety One (UK)
11
Ninety One (UK)
United Kingdom
$175M +$8.92M +155,440 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$170M +$1.28M +22,266 +0.8%
ClearBridge Investments
13
ClearBridge Investments
New York
$168M +$222K +3,866 +0.1%
ProShare Advisors
14
ProShare Advisors
Maryland
$123M -$1.77M -30,857 -2%
CS
15
Credit Suisse
Switzerland
$120M +$42.5M +741,309 +63%
AAMU
16
Amundi Asset Management US
Massachusetts
$116M -$9.6M -167,305 -8%
Wells Fargo
17
Wells Fargo
California
$116M -$1.41M -24,519 -1%
Norges Bank
18
Norges Bank
Norway
$115M -$1.49M -26,038 -1%
Northern Trust
19
Northern Trust
Illinois
$111M -$530K -9,246 -0.5%
Deutsche Bank
20
Deutsche Bank
Germany
$79.2M +$14.6M +253,767 +25%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$76.6M -$2.42M -42,241 -3%
KBC Group
22
KBC Group
Belgium
$76M +$5.04M +87,912 +8%
Fidelity International
23
Fidelity International
Bermuda
$75.4M -$1.05M -18,261 -1%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$73.6M +$5.01M +87,367 +8%
Legal & General Group
25
Legal & General Group
United Kingdom
$73.6M +$1.69M +29,476 +3%

PNR Hedge Fund Activity: Q1 2021 in Review

517 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2021, worth a combined $8.64B — up 12% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new PNR positions and 56 closed out — a net gain of 16 holders — while 150 added to existing stakes and 189 trimmed.

The largest buyer was Credit Suisse, adding an estimated $42.5M. The largest seller was Prudential Financial, cutting an estimated $43M.

  • 517 institutional investors held Pentair (PNR) as of Q1 2021, up from 508 in Q4 2020.
  • Funds reported $8.64B of Pentair stock for Q1 2021, up 12% quarter-over-quarter.
  • 72 funds opened new Pentair positions in Q1 2021 and 56 closed out, a net change of +16 holders.
  • The largest Pentair buyer in Q1 2021 was Credit Suisse, an estimated $42.5M added.
  • The largest Pentair seller in Q1 2021 was Prudential Financial, an estimated $43M sold.

Based on aggregated 13F filings for Q1 2021.