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551 hedge funds and large institutions have $9.5B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

684% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $7.47M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $8.26B → $9.5B (+$1.24B)

5% more funds holding

Funds holding: 526551 (+25)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 198

1.63% less ownership

Funds ownership: 91.01%89.38% (-1.6%)

Holders
551
Holders Change
+25
Holders Change %
+4.75%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
68
Increased
180
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$68.5M -$169K -2,933 -0.3%
WP
27
Woodline Partners
California
$65.8M -$16.2M -280,613 -22%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$64.9M +$3.6M +62,595 +7%
CS
29
Credit Suisse
Switzerland
$64.5M -$1.15M -20,032 -2%
Nomura Asset Management
30
Nomura Asset Management
Japan
$63.6M +$3.67M +63,685 +7%
Fidelity International
31
Fidelity International
Bermuda
$62.6M -$19.3M -334,944 -26%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$54.8M +$3.73M +64,809 +8%
JP Morgan Chase
33
JP Morgan Chase
New York
$52.1M +$15.5M +269,853 +50%
KBC Group
34
KBC Group
Belgium
$51.6M +$318K +5,527 +0.7%
SSA
35
Schonfeld Strategic Advisors
New York
$48.4M +$22.7M +395,108 +112%
BNP Paribas Asset Management
36
BNP Paribas Asset Management
France
$43.8M +$833K +14,470 +2%
N
37
Nuveen
North Carolina
$42.4M +$1.49M +25,806 +4%
Swiss National Bank
38
Swiss National Bank
Switzerland
$38.5M -$3.19M -55,500 -9%
Goldman Sachs
39
Goldman Sachs
New York
$33.6M +$13.7M +238,686 +85%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$33M +$3.03M +52,606 +11%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$31.9M -$1.67M -28,980 -6%
PI
42
PGGM Investments
Netherlands
$31.5M -$139K -2,422 -0.5%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$31.1M -$4.6M -79,857 -14%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$30.5M -$3.3M -57,293 -11%
NEI
45
Northwest & Ethical Investments
Ontario, Canada
$29.4M
Bank of America
46
Bank of America
North Carolina
$27.9M -$12.9M -224,770 -34%
MPIA
47
Mountain Pacific Investment Advisers
Idaho
$27.3M -$232K -4,025 -0.9%
Victory Capital Management
48
Victory Capital Management
Texas
$27M -$1.07M -18,519 -4%
Zurich Cantonal Bank
49
Zurich Cantonal Bank
Switzerland
$26.7M +$17.4M +302,310 +271%
UBS Group
50
UBS Group
Switzerland
$25.8M +$6.35M +110,332 +38%