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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
GC
326
Globeflex Capital
California
$449K
EP
327
Edgestream Partners
New Jersey
$449K -$1.02M -15,206 -69%
SM
328
Sciencast Management
New Jersey
$446K +$464K +6,893 New
ACIM
329
Azimuth Capital Investment Management
Michigan
$444K -$26.9K -400 -6%
MLICM
330
Metropolitan Life Insurance Company (MetLife)
New York
$442K -$24K -357 -5%
TRCT
331
Tower Research Capital (TRC)
New York
$441K -$90.2K -1,340 -16%
SWM
332
SeaCrest Wealth Management
New York
$428K -$47.3K -703 -10%
APG Asset Management
333
APG Asset Management
Netherlands
$421K +$67.3K +1,000 +18%
BRWA
334
B. Riley Wealth Advisors
Florida
$419K +$153K +2,274 +54%
NB
335
Norinchukin Bank
Japan
$419K -$530K -7,874 -55%
GIM
336
Granahan Investment Management
Massachusetts
$418K +$435K +6,460 New
MIS
337
Morningstar Investment Services
Illinois
$410K +$22.2K +330 +6%
ASN
338
Advisory Services Network
Georgia
$404K +$1.55K +23 +0.4%
MML Investors Services
339
MML Investors Services
Massachusetts
$400K +$5.12K +76 +1%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$399K +$16.5K +245 +4%
MSFS
341
Main Street Financial Solutions
Pennsylvania
$396K -$20.7K -307 -5%
HI
342
Harbour Investments
Wisconsin
$390K -$942 -14 -0.2%
RC
343
RBF Capital
California
$389K
Mackenzie Financial
344
Mackenzie Financial
Ontario, Canada
$387K +$39.3K +584 +11%
RWM
345
Revisor Wealth Management
Ohio
$385K +$44.4K +660 +12%
AAS
346
Annex Advisory Services
Wisconsin
$382K
Voloridge Investment Management
347
Voloridge Investment Management
Florida
$377K +$392K +5,829 New
DWT
348
Dorsey & Whitney Trust
South Dakota
$376K -$17.7K -263 -4%
SFI
349
Siemens Fonds Invest
Germany
$376K -$200K -2,968 -34%
BC
350
Bridgefront Capital
Texas
$367K -$240K -3,572 -39%

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.