Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pentair plc (PNR)

713 + Investors. Track Smart Money conviction in PNR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -16
Streak
2Q ▼
Buyers last Q
49%

Smart Money Signals — PNR

Based on 716 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PNR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
716 funds currently hold this stock — 93% of the 3.0-year high of 774 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PNR is almost the same as a year ago (-17 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

359 buying371 selling
Last quarter: 371 funds reduced or exited vs 359 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new PNR position: 113 → 121 → 88 → 99. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
483 out of 716 hedge funds have held PNR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

95 → 113 → 121 → 88 → 99 new funds/Q
New funds entering each quarter: 113 → 121 → 88 → 99. PNR is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 72% veterans vs 18% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 18% new
Entry-cohort mix of 730 holders: 525 (72%) are 2+ year veterans, 74 entered 1–2 years ago, and 131 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 59% AUM from top-100 funds

59% from top-100 AUM funds
65 of 713 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in PNR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PNR

In 2026 Q2, 359 hedge funds were net buyers of PNR (99 opened a new position, 260 added to an existing one), while 371 reduced or exited (256 trimmed, 115 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 59% of total institutional value in PNR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -16 funds (more exits than new entries). Total institutional holders: 716.

Hedge Fund Ownership: PNR

How many hedge funds hold PNR — quarterly history vs. share price
Quarterly hedge fund ownership of PNR vs. share price

Market Analysis: PNR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PNR

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: PNR
713 + Investors

Track Smart Money conviction in PNR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 713 732 -2.6%
13F Shares 153M 153M -0.31%
Total Value $10.89B $12.02B -9.4%
New Positions 99 88 +11
Increased Positions 257 226 +31
Closed Positions 115 130 -15
Reduced Positions 251 288 -37
Total Calls 7 9 -22.22%
Total Puts 9 9 -
PUT/CALL Ratio 1.29 1.0 Bearish

Statistics: PNR

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Institutional Holders (2026 Q2)

713 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PNR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PNR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clean Energy Transition LLP 4.15% 778,135 $59.7M
2 Gates Capital Management, Inc. 3.09% 1,675,515 $128.4M
3 FinArc Investments, Inc. 2.18% 31,437 $2.4M
4 Zuckerman Investment Group, LLC 1.53% 236,525 $18.1M
5 Charter Oak Advisors LP 1.18% 27,976 $2.1M
6 Mcdonald Partners LLC 1.14% 61,213 $4.7M
7 ClearAlpha Technologies LP 1.13% 8,617 $661K
8 Outfitters Financial LLC 1.06% 19,710 $1.5M
9 Impax Asset Management Group plc 1.04% 2,087,003 $160.0M
10 Stance Capital LLC 0.84% 36,156 $2.8M
11 Loudon Investment Management, LLC 0.79% 21,117 $1.6M
12 Mirova 0.79% 280,319 $21.5M
13 Piscataqua Savings Bank 0.73% 14,177 $1.1M
14 Lecap Asset Management Ltd 0.73% 22,212 $1.7M
15 Zimmer Partners, LP 0.66% 375,000 $28.7M
16 Barnes Dennig Private Wealth Management LLC 0.66% 10,692 $820K
17 Board of the Pension Protection Fund 0.54% 7,400 $567K
18 Uncommon Cents Investing LLC 0.52% 31,352 $2.4M
19 Qsemble Capital Management, LP 0.51% 51,605 $4.0M
20 Robeco Schweiz AG 0.50% 404,137 $31.0M
21 Sienna Gestion 0.49% 109,203 $8.4M
22 Bfsg, LLC 0.47% 69,320 $5.3M
23 Numerai GP LLC 0.46% 73,974 $5.7M
24 New England Research & Management, Inc. 0.45% 15,225 $1.2M
25 MQS Management LLC 0.45% 4,801 $368K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pentair plc (PNR)

What does the Smart Money Trend signal show for PNR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PNR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PNR?

More sellers than buyers — 49% buying: Last quarter: 371 funds reduced or exited vs 359 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PNR holders?

Elite ownership — 59% AUM from top-100 funds: 65 of 713 holders are among the 100 largest funds by AUM, controlling 59% of total institutional value in PNR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PNR?

67% of holders stayed for 2+ years: 483 out of 716 hedge funds have held PNR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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