Pentair
599 hedge funds and large institutions have $10.7B invested in Pentair in 2021 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 200 increasing their positions, 175 reducing their positions, and 48 closing their positions.
117% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 48
14% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 175
8% more funds holding
Funds holding: 553 → 599 (+46)
7% more capital invested
Capital invested by funds: $10B → $10.7B (+$709M)
5.74% more ownership
Funds ownership: 83.08% → 88.82% (+5.7%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less call options, than puts
Call options by funds: $13.7M | Put options by funds: $14.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parnassus Investments
San Francisco,
California
|
+$786M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
+$71.6M |
| 3 |
RS
Robeco Schweiz
Zurich,
Switzerland
|
+$49.8M |
| 4 |
Two Sigma Investments
New York
|
+$45.2M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$44.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$286M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$123M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$65.7M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$41.6M |
| 5 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$29.6M |
PNR Hedge Fund Activity: Q4 2021 in Review
599 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2021, worth a combined $10.7B — up 7.1% from $10B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new PNR positions and 48 closed out — a net gain of 56 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 553 in Q3 2021.
- Funds reported $10.7B of Pentair stock for Q4 2021, up 7.1% quarter-over-quarter.
- 104 funds opened new Pentair positions in Q4 2021 and 48 closed out, a net change of +56 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.