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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
KAS
426
Kestra Advisory Services
Texas
$201K -$273K -4,055 -57%
Tudor Investment Corp
427
Tudor Investment Corp
Connecticut
$201K -$1.31M -19,462 -86%
FAFN
428
First Affirmative Financial Network
Colorado
$201K -$5.52K -82 -3%
HI
429
Horizon Investments
North Carolina
$188K -$3.03K -45 -2%
CSPIA
430
Cary Street Partners Investment Advisory
Virginia
$181K +$4.44K +66 +2%
SIA
431
Sit Investment Associates
Minnesota
$180K -$23.6K -350 -11%
WI
432
Wahed Invest
New York
$168K +$174K +2,588 New
LFG
433
Larson Financial Group
Missouri
$167K -$436K -6,481 -71%
SOW
434
State of Wyoming
Wyoming
$167K +$132K +1,968 +321%
BONH
435
Bank of New Hampshire
New Hampshire
$164K
CI Investments Inc
436
CI Investments Inc
Ontario, Canada
$152K -$39.6K -588 -20%
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$152K +$471 +7 +0.3%
Lazard Asset Management
438
Lazard Asset Management
New York
$147K +$30.8K +457 +25%
HFM
439
Harvest Fund Management
China
$140K
NIMI
440
Natixis Investment Managers International
France
$133K -$9.02K -134 -6%
Capstone Investment Advisors
441
Capstone Investment Advisors
New York
$126K +$113K +1,680 +615%
AIP
442
Ameritas Investment Partners
Nebraska
$123K -$40.5K -601 -24%
NA
443
NewEdge Advisors
Louisiana
$123K -$283K -4,200 -69%
OP
444
ORG Partners
Indiana
$115K -$584K -8,681 -83%
MFG
445
Mendota Financial Group
Wisconsin
$111K -$33.9K -503 -23%
QCG
446
Quadrant Capital Group
Ohio
$106K +$3.23K +48 +3%
Credit Agricole
447
Credit Agricole
France
$101K +$105K +1,553 New
PA
448
Parallel Advisors
California
$85.5K
EDRH
449
Edmond de Rothschild Holding
Switzerland
$81.5K
WTC
450
WhitTier Trust Company
Nevada
$75.8K

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.