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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
S
451
SignatureFD
Georgia
$71.9K +$7.2K +107 +11%
AIM
452
Anchor Investment Management
South Carolina
$71.9K
Bessemer Group
453
Bessemer Group
New Jersey
$69K -$3.5K -52 -5%
FMB
454
Field & Main Bank
Kentucky
$68.3K +$71K +1,055 New
IRC
455
Investors Research Corp
Georgia
$64.8K
JWM
456
Janiczek Wealth Management
Colorado
$64.8K +$67.3K +1,000 New
SIM
457
Sentry Investment Management
Wisconsin
$62K -$6.87K -102 -10%
PCM
458
Penserra Capital Management
California
$59K -$9.83K -146 -14%
HPC
459
HM Payson & Co
Maine
$49.2K +$33.7K +500 +192%
NS
460
NBC Securities
Alabama
$46K +$48.6K +722 New
EWA
461
EverSource Wealth Advisors
Alabama
$45.5K +$18.2K +271 +63%
C
462
Covestor
United Kingdom
$42K -$23.6K -350 -35%
RA
463
Rational Advisors
New York
$41K +$42.6K +633 New
CTC
464
Central Trust Company
Missouri
$40.8K
AF
465
Advisornet Financial
Minnesota
$39.6K +$942 +14 +2%
GWMIA
466
Global Wealth Management Investment Advisory
Florida
$38.9K
CFD
467
Creative Financial Designs
Indiana
$34.8K +$4.71K +70 +15%
OA
468
Operose Advisors
Wisconsin
$33.7K +$35K +520 New
SCA
469
Stonebridge Capital Advisors
Minnesota
$30.6K +$4.91K +73 +18%
BWM
470
Baystate Wealth Management
Massachusetts
$30.4K +$31.6K +469 New
KFI
471
Key Financial Inc
Pennsylvania
$30K
IA
472
IFP Advisors
Florida
$26.5K +$13.6K +202 +98%
WT
473
Washington Trust
Rhode Island
$26.4K
AssetMark Inc
474
AssetMark Inc
California
$24.8K +$23.3K +346 +935%
TPCW
475
TD Private Client Wealth
New York
$24K -$269 -4 -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.