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Pentair
PNR

Overview Fund Activity

607 hedge funds and large institutions have $11.4B invested in Pentair in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 213 increasing their positions, 203 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
86
Increased
213
Reduced
203
Closed
52
Calls
$53.1M
Puts
$28.8M
Net Calls
+$24.3M
Net Calls Change
+$25M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$416M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$75M
3
BlackRock
BlackRock
New York
+$61.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$46.3M
5
SCA
Southpoint Capital Advisors
New York
+$36.4M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$98.2M
2
GCM
Gates Capital Management
New York
-$34.2M
3
Fidelity International
Fidelity International
Bermuda
-$34.2M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$31.8M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IG
226
ING Group
Netherlands
$1.65M +$1.64M +22,601 +77,934%
CAN
227
Cetera Advisor Networks
California
$1.63M -$199K -2,732 -11%
MOACM
228
Mutual of America Capital Management
New York
$1.62M -$71.7K -986 -4%
VHAM
229
Van Hulzen Asset Management
California
$1.59M +$47.5K +653 +3%
DADC
230
D.A. Davidson & Co
Montana
$1.57M -$18.2K -250 -1%
CWM
231
CIBC World Markets
New York
$1.55M +$884K +12,158 +133%
APM
232
Advanced Portfolio Management
New York
$1.53M +$1.53M +21,034 New
TRCT
233
Tower Research Capital (TRC)
New York
$1.52M +$1.03M +14,127 +207%
X
234
Xponance
Pennsylvania
$1.5M -$161K -2,221 -10%
LOAME
235
Lombard Odier Asset Management (Europe)
United Kingdom
$1.49M -$3.86M -53,103 -72%
Public Employees Retirement Association of Colorado
236
Public Employees Retirement Association of Colorado
Colorado
$1.48M -$18.8K -258 -1%
CGH
237
Crossmark Global Holdings
Texas
$1.45M +$579K +7,960 +66%
Rafferty Asset Management
238
Rafferty Asset Management
New York
$1.44M +$73.6K +1,012 +5%
Nomura Holdings
239
Nomura Holdings
Japan
$1.44M +$1.12M +15,425 +354%
Lido Advisors
240
Lido Advisors
California
$1.42M -$1.55M -21,376 -52%
VIG
241
Vienna Insurance Group
Poland
$1.41M -$555K -7,627 -28%
Corient Private Wealth
242
Corient Private Wealth
Florida
$1.41M +$109K +1,503 +8%
RJFSA
243
Raymond James Financial Services Advisors
Florida
$1.4M +$25.5K +351 +2%
OPERF
244
Oregon Public Employees Retirement Fund
Oregon
$1.39M -$509K -7,000 -27%
BCIM
245
British Columbia Investment Management
British Columbia, Canada
$1.38M +$295K +4,053 +27%
TC
246
TownSquare Capital
Utah
$1.36M +$256K +3,517 +23%
Neuberger Berman Group
247
Neuberger Berman Group
New York
$1.35M +$170K +2,333 +14%
IMRF
248
Illinois Municipal Retirement Fund
Illinois
$1.33M – – –
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$1.31M -$50.8K -699 -4%
PAS
250
Park Avenue Securities
New York
$1.31M -$174K -2,391 -12%
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