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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
JFG
276
Jefferies Financial Group
New York
$796K +$828K +12,300 New
DC
277
Diametric Capital
Massachusetts
$789K +$3.37K +50 +0.4%
Cambridge Investment Research Advisors
278
Cambridge Investment Research Advisors
Iowa
$781K +$48K +713 +6%
HF
279
HRT Financial
New York
$777K +$456K +6,769 +129%
CGH
280
Crossmark Global Holdings
Texas
$772K +$218K +3,237 +37%
SAM
281
Securian Asset Management
Minnesota
$762K -$110K -1,630 -12%
UAS
282
United Asset Strategies
New York
$754K +$19.2K +285 +3%
JC
283
Jacobs & Co
California
$749K -$27.8K -413 -3%
TCA
284
Tortoise Capital Advisors
Kansas
$745K
EAM
285
EdenTree Asset Management
United Kingdom
$745K
ANBT
286
American National Bank & Trust
Texas
$740K +$10.1K +150 +1%
II
287
Inspire Investing
Idaho
$732K +$761K +11,302 New
TCM
288
Teza Capital Management
Illinois
$729K +$758K +11,266 New
CAG
289
Csenge Advisory Group
Florida
$714K +$37.2K +552 +5%
QCM
290
Quantinno Capital Management
New York
$710K -$3.84K -57 -0.5%
OFA
291
Oak Family Advisors
Illinois
$702K
MC
292
Moors & Cabot
Massachusetts
$701K +$6.73K +100 +0.9%
LNWWM
293
Laird Norton Wetherby Wealth Management
California
$701K -$2.02K -30 -0.3%
PA
294
Pinnacle Associates
New York
$673K -$7.47K -111 -1%
LSERS
295
Louisiana State Employees Retirement System
Louisiana
$660K
GCM
296
Graham Capital Management
Connecticut
$658K -$290K -4,311 -30%
CC
297
Centiva Capital
New York
$651K +$677K +10,060 New
ACM
298
Argyle Capital Management
Pennsylvania
$648K
GLA
299
Great Lakes Advisors
Illinois
$627K +$63.1K +937 +11%
Truist Financial
300
Truist Financial
North Carolina
$623K +$1.28K +19 +0.2%

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.