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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
CA
351
Cetera Advisors
Colorado
$360K +$24.6K +366 +7%
TMAM
352
Tokio Marine Asset Management
Japan
$349K +$50.1K +744 +16%
FA
353
FDx Advisors
Illinois
$348K -$29.5K -439 -8%
First Manhattan
354
First Manhattan
New York
$346K
BAM
355
Blueshift Asset Management
New Jersey
$336K +$349K +5,192 New
GC
356
Guggenheim Capital
Illinois
$332K -$374K -5,555 -52%
PCIA
357
Prime Capital Investment Advisors
Kansas
$328K -$25.5K -379 -7%
SWP
358
Stratos Wealth Partners
Ohio
$325K +$22.2K +330 +7%
RMDI
359
R.M. Davis Inc
Maine
$324K
SWM
360
Shakespeare Wealth Management
Wisconsin
$322K
VFA
361
Values First Advisors
Tennessee
$322K +$82.5K +1,225 +33%
PF
362
Phoenix Financial
Israel
$321K -$42.9K -637 -12%
BCV
363
Banque Cantonale Vaudoise
Switzerland
$319K
AIM
364
Aigen Investment Management
New York
$319K +$331K +4,924 New
HNW
365
High Note Wealth
Minnesota
$317K
AC
366
AXQ Capital
New Jersey
$317K +$329K +4,890 New
PFO
367
Pathstone Family Office
New Jersey
$316K +$329K +4,886 New
CIM
368
Contravisory Investment Management
Massachusetts
$313K +$326K +4,836 New
PCM
369
Prelude Capital Management
New York
$308K +$57.6K +856 +22%
ASA
370
Armstrong Shaw Associates
Connecticut
$307K
PAM
371
Paradigm Asset Management
New York
$304K
HBCM
372
Heron Bay Capital Management
Michigan
$301K +$28.9K +429 +10%
FTA
373
Financial & Tax Architects
Missouri
$293K -$49K -728 -14%
MHIC
374
Marble Harbor Investment Counsel
Massachusetts
$287K
MIC
375
Meridian Investment Counsel
California
$286K

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.