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Pentair

581 hedge funds and large institutions have $9.55B invested in Pentair in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 196 increasing their positions, 199 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 32

5% more funds holding

Funds holding: 551581 (+30)

0% more capital invested

Capital invested by funds: $9.5B → $9.55B (+$44.4M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.08% less ownership

Funds ownership: 89.38%89.3% (-0.08%)

2% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 199

4% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $18.1M

Holders
581
Holders Change
+30
Holders Change %
+5.44%
% of All Funds
9.22%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
67
Increased
196
Reduced
199
Closed
32
Calls
$17.4M
Puts
$18.1M
Net Calls
-$654K
Net Calls Change
-$51.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
251
Sound Financial Strategies Group
Mississippi
$1.01M -$88.2K -1,310 -8%
GIBU
252
Gulf International Bank (UK)
United Kingdom
$998K -$86.9K -1,291 -8%
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$989K +$190K +2,818 +23%
TC
254
TownSquare Capital
Utah
$981K +$176K +2,619 +21%
GWM
255
Greenwich Wealth Management
Connecticut
$972K -$12.5K -185 -1%
BCIM
256
British Columbia Investment Management
British Columbia, Canada
$968K
TRSOTSOK
257
Teachers Retirement System of the State of Kentucky
Kentucky
$960K
PSB
258
Piscataqua Savings Bank
New Hampshire
$949K
MHC
259
Meyer Handelman Company
New York
$930K
MCM
260
Manchester Capital Management
Vermont
$930K +$135 +2 +0%
Creative Planning
261
Creative Planning
Kansas
$905K +$8.41K +125 +0.9%
SMDAM
262
Sumitomo Mitsui DS Asset Management
Japan
$902K +$7.13K +106 +0.8%
KRS
263
Kentucky Retirement Systems
Kentucky
$894K +$37K +549 +4%
EMPI
264
Elo Mutual Pension Insurance
Finland
$894K +$36.4K +541 +4%
QCM
265
Qsemble Capital Management
New York
$894K +$929K +13,800 New
TI
266
Tidal Investments
Wisconsin
$890K +$392K +5,818 +73%
MMA
267
Miracle Mile Advisors
California
$884K +$60.6K +900 +7%
IAA
268
Independent Advisor Alliance
North Carolina
$877K +$942 +14 +0.1%
AM
269
AGF Management
Ontario, Canada
$874K +$909K +13,500 New
PAM
270
Palisade Asset Management
Minnesota
$853K -$10.4K -155 -1%
AS
271
Altshuler Shaham
Israel
$835K
FDCDDQ
272
Federation des caisses Desjardins du Quebec
Quebec, Canada
$830K -$104K -1,543 -11%
MSRPS
273
Maryland State Retirement & Pension System
Maryland
$818K
IWC
274
Integrated Wealth Concepts
Massachusetts
$799K +$5.99K +89 +0.7%
PAM
275
Panagora Asset Management
Massachusetts
$798K -$67 -1 -0%

PNR Hedge Fund Activity: Q3 2023 in Review

581 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q3 2023, worth a combined $9.55B — up 0.47% from $9.5B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PNR positions and 32 closed out — a net gain of 35 holders — while 196 added to existing stakes and 199 trimmed.

The largest buyer was Select Equity Group, opening a new position worth an estimated $120M. The largest seller was Impax Asset Management Group, cutting an estimated $78.7M.

  • 581 institutional investors held Pentair (PNR) as of Q3 2023, up from 551 in Q2 2023.
  • Funds reported $9.55B of Pentair stock for Q3 2023, up 0.47% quarter-over-quarter.
  • 67 funds opened new Pentair positions in Q3 2023 and 32 closed out, a net change of +35 holders.
  • The largest Pentair buyer in Q3 2023 was Select Equity Group, an estimated $120M added.
  • The largest Pentair seller in Q3 2023 was Impax Asset Management Group, an estimated $78.7M sold.

Based on aggregated 13F filings for Q3 2023.