Pentair
551 hedge funds and large institutions have $9.5B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 42 closing their positions.
684% more call options, than puts
Call options by funds: $58.6M | Put options by funds: $7.47M
62% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 42
15% more capital invested
Capital invested by funds: $8.26B → $9.5B (+$1.24B)
5% more funds holding
Funds holding: 526 → 551 (+25)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 198
1.63% less ownership
Funds ownership: 91.01% → 89.38% (-1.6%)
Top Buyers
| 1 |
Parnassus Investments
San Francisco,
California
|
+$33.9M |
| 2 |
BlackRock
New York
|
+$25.7M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$24.7M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$23.2M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$22.7M |
Top Sellers
| 1 |
Impax Asset Management Group
London,
United Kingdom
|
-$105M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$73.1M |
| 3 |
State Street
Boston,
Massachusetts
|
-$69.6M |
| 4 |
Renaissance Technologies
New York
|
-$26.6M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$25.8M |
PNR Hedge Fund Activity: Q2 2023 in Review
551 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2023, worth a combined $9.5B — up 15% from $8.26B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new PNR positions and 42 closed out — a net gain of 26 holders — while 180 added to existing stakes and 198 trimmed.
The largest buyer was Parnassus Investments, adding an estimated $33.9M. The largest seller was Impax Asset Management Group, cutting an estimated $105M.
- 551 institutional investors held Pentair (PNR) as of Q2 2023, up from 526 in Q1 2023.
- Funds reported $9.5B of Pentair stock for Q2 2023, up 15% quarter-over-quarter.
- 68 funds opened new Pentair positions in Q2 2023 and 42 closed out, a net change of +26 holders.
- The largest Pentair buyer in Q2 2023 was Parnassus Investments, an estimated $33.9M added.
- The largest Pentair seller in Q2 2023 was Impax Asset Management Group, an estimated $105M sold.
Based on aggregated 13F filings for Q2 2023.