We are live on ! Find out more
PNR icon

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
Mercer Global Advisors
301
Mercer Global Advisors
Colorado
$611K +$32K +476 +5%
SB
302
Strategic Blueprint
Georgia
$597K -$9.96K -148 -2%
MC
303
Machina Capital
France
$593K +$287K +4,266 +87%
BCP
304
Blackhawk Capital Partners
Wisconsin
$592K -$89.4K -1,328 -13%
CWM
305
CIBC World Markets
New York
$590K -$687K -10,210 -53%
SP
306
Symmetry Partners
Connecticut
$588K +$47.4K +704 +8%
American Century Companies
307
American Century Companies
Missouri
$577K +$109K +1,626 +22%
AWM
308
Avior Wealth Management
Nebraska
$573K -$27.6K -410 -4%
CWM
309
Cornerstone Wealth Management
Missouri
$571K +$2.63K +39 +0.4%
PP
310
Prudential plc
United Kingdom
$566K +$588K +8,741 New
OAM
311
Ostrum Asset Management
France
$566K -$612K -9,094 -51%
QCM
312
QRG Capital Management
Illinois
$563K +$585K +8,697 New
NMERB
313
New Mexico Educational Retirement Board
New Mexico
$558K +$40.4K +600 +7%
M
314
Mirova
France
$557K -$29.1K -433 -5%
MIM
315
Marco Investment Management
Georgia
$554K
Allspring Global Investments
316
Allspring Global Investments
North Carolina
$548K -$42.7K -634 -7%
SPC
317
Sigma Planning Corp
Michigan
$546K -$81.1K -1,205 -13%
Bank Julius Baer & Co
318
Bank Julius Baer & Co
Switzerland
$536K +$8.28K +123 +2%
Qube Research & Technologies (QRT)
319
Qube Research & Technologies (QRT)
United Kingdom
$533K +$554K +8,236 New
ST
320
Somerset Trust
Pennsylvania
$508K -$24.5K -364 -4%
Walleye Trading
321
Walleye Trading
New York
$502K +$522K +7,751 New
BFM
322
Boothbay Fund Management
New York
$480K +$225K +3,338 +82%
IA
323
Inspire Advisors
Idaho
$466K -$33K -491 -6%
GS
324
GTS Securities
New York
$455K -$213K -3,168 -31%
VanEck Associates
325
VanEck Associates
New York
$454K +$26.9K +400 +6%

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.