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
B
376
Bailard
California
$284K +$69.1K +1,027 +31%
VA
377
Vident Advisory
Georgia
$282K +$293K +4,360 New
Nomura Holdings
378
Nomura Holdings
Japan
$282K -$485K -7,199 -62%
ABLA
379
Alan B. Lancz & Associates
Ohio
$281K
AWM
380
AE Wealth Management
Kansas
$281K +$25.4K +378 +10%
SC
381
Steph & Co
Wisconsin
$280K
API
382
Advisor Partners II
California
$280K +$8.55K +127 +3%
MAM
383
Meeder Asset Management
Ohio
$278K
IC
384
IEQ Capital
California
$273K +$13.9K +206 +5%
WH
385
Whitcomb & Hess
Ohio
$271K
VSQM
386
V-Square Quantitative Management
Illinois
$267K +$194K +2,880 +230%
SI
387
Stephens Inc
Arkansas
$263K -$72.3K -1,074 -21%
CF
388
Copperwynd Financial
Arizona
$262K -$11.3K -168 -4%
UFF
389
USA Financial Formulas
Michigan
$259K +$269K +3,996 +57,086%
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$257K +$267K +3,974 New
SSW
391
Smith Shellnut Wilson
Mississippi
$257K
CCIA
392
Campbell & Co Investment Adviser
Maryland
$255K -$165K -2,446 -38%
OFS
393
OneAscent Financial Services
Alabama
$255K +$42.7K +634 +19%
PAG
394
Private Advisor Group
New Jersey
$254K +$264K +3,928 New
FMLI
395
Fukoku Mutual Life Insurance
Japan
$251K
Arrowstreet Capital
396
Arrowstreet Capital
Massachusetts
$250K +$260K +3,863 New
VI
397
Vestcor Inc
New Brunswick, Canada
$249K
CCM
398
Cullen Capital Management
New York
$246K +$256K +3,806 New
CC
399
Cipher Capital
New York
$245K -$2.4M -35,630 -90%
BCI
400
Brinker Capital Investments
Pennsylvania
$245K -$3.23K -48 -1%

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.