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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
OPS
401
Orion Portfolio Solutions
Nebraska
$245K -$3.23K -48 -1%
OWM
402
OneAscent Wealth Management
Alabama
$238K +$5.65K +84 +2%
MA
403
Mutual Advisors
Nebraska
$233K +$243K +3,604 New
GRP
404
Global Retirement Partners
California
$232K +$4.44K +66 +2%
Bank of Nova Scotia
405
Bank of Nova Scotia
Ontario, Canada
$231K -$10.8K -160 -4%
CB
406
Commerce Bank
Missouri
$230K -$13.5K -201 -5%
BC
407
Burney Company
Virginia
$229K -$40.7K -605 -15%
Northwestern Mutual Wealth Management
408
Northwestern Mutual Wealth Management
Wisconsin
$225K -$134K -1,996 -36%
WEG
409
World Equity Group
Illinois
$225K
GWM
410
Gitterman Wealth Management
New Jersey
$223K -$23.8K -354 -9%
GT
411
Greenleaf Trust
Michigan
$223K +$3.77K +56 +2%
BWP
412
BSW Wealth Partners
Colorado
$222K -$12.3K -182 -5%
PK
413
Pflug Koory
Nebraska
$221K -$1.35K -20 -0.6%
GWAM
414
Guardian Wealth Advisors (Minnesota)
Minnesota
$220K -$808 -12 -0.4%
BP
415
Ballentine Partners
Massachusetts
$217K +$3.23K +48 +1%
CGL
416
Clarius Group LLC
Washington
$216K -$337 -5 -0.1%
BFEC
417
Benjamin F. Edwards & Company
Missouri
$215K -$27.2K -404 -11%
FTDI
418
First Trust Direct Indexing
Massachusetts
$215K -$14.9K -221 -6%
Fifth Third Bancorp
419
Fifth Third Bancorp
Ohio
$213K +$5.25K +78 +2%
SCM
420
Stevens Capital Management
Pennsylvania
$213K -$312K -4,636 -58%
FCH
421
Freestone Capital Holdings
Washington
$212K -$4.71K -70 -2%
FHA
422
Flagship Harbor Advisors
Massachusetts
$207K +$215K +3,200 New
LIM
423
Leavell Investment Management
Alabama
$207K
WPC
424
Wedmont Private Capital
Pennsylvania
$203K +$7.07K +105 +3%
BSW
425
Buckingham Strategic Wealth
Missouri
$203K +$211K +3,139 New

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.