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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 %
SOADOR
251
State of Alaska Department of Revenue
Alaska
$1.3M -$128K -1,760 -9%
AI
252
Atria Investments
North Carolina
$1.3M -$468K -6,441 -27%
RP
253
Rowlandmiller & Partners
Georgia
$1.28M -$7.27K -100 -0.6%
AC
254
AXQ Capital
New Jersey
$1.2M +$845K +11,625 +238%
Marshall Wace
255
Marshall Wace
United Kingdom
$1.18M +$1.18M +16,181 New
Macquarie Group
256
Macquarie Group
Australia
$1.17M – – –
Cetera Investment Advisers
257
Cetera Investment Advisers
Illinois
$1.14M +$30.6K +421 +3%
Pacer Advisors
258
Pacer Advisors
Pennsylvania
$1.13M -$5.46M -75,153 -83%
PS
259
Principal Securities
Iowa
$1.12M +$1.12M +15,423 New
EAM
260
EdenTree Asset Management
United Kingdom
$1.09M +$259K +3,562 +31%
GLA
261
Great Lakes Advisors
Illinois
$1.08M +$379K +5,219 +54%
PSB
262
Piscataqua Savings Bank
New Hampshire
$1.07M – – –
Walleye Trading
263
Walleye Trading
New York
$1.06M +$493K +6,782 +87%
VPIM
264
Vanguard Personalized Indexing Management
California
$1.05M -$406K -5,590 -28%
ANBT
265
American National Bank & Trust
Texas
$1.05M +$220K +3,021 +26%
EMPI
266
Elo Mutual Pension Insurance
Finland
$1.05M +$44.4K +611 +4%
MHC
267
Meyer Handelman Company
New York
$1.04M – – –
MCM
268
Manchester Capital Management
Vermont
$1.04M +$364 +5 +0%
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$1.03M -$45K -619 -4%
Creative Planning
270
Creative Planning
Kansas
$1.02M +$8.14K +112 +0.8%
TC
271
Taika Capital
Florida
$1.02M +$1.02M +14,000 New
Qube Research & Technologies (QRT)
272
Qube Research & Technologies (QRT)
United Kingdom
$1.01M +$415K +5,713 +69%
SMDAM
273
Sumitomo Mitsui DS Asset Management
Japan
$1.01M – – –
GIBU
274
Gulf International Bank (UK)
United Kingdom
$989K -$132K -1,813 -12%
IEFM
275
IQ EQ Fund Management
Ireland
$968K +$968K +13,314 New
9 10
11
12 13