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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$72.8M -$2.04M -30,369 -3%
Deutsche Bank
27
Deutsche Bank
Germany
$72.7M -$1.18M -17,566 -2%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$70.2M +$5.36M +79,585 +8%
WP
29
Woodline Partners
California
$65.5M -$525K -7,797 -0.8%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$59.4M +$4.68M +69,472 +8%
Fidelity International
31
Fidelity International
Bermuda
$57.8M -$5.13M -76,163 -8%
Nomura Asset Management
32
Nomura Asset Management
Japan
$57.6M -$6.36M -94,492 -10%
CS
33
Credit Suisse
Switzerland
$57.5M -$7.41M -110,048 -11%
First Trust Advisors
34
First Trust Advisors
Illinois
$56.7M -$12.4M -184,539 -17%
AllianceBernstein
35
AllianceBernstein
Tennessee
$42.7M +$20.3M +301,856 +84%
N
36
Nuveen
North Carolina
$42.2M -$273K -4,053 -0.6%
BNP Paribas Asset Management
37
BNP Paribas Asset Management
France
$41M -$3.05M -45,259 -7%
SSA
38
Schonfeld Strategic Advisors
New York
$40.5M -$8.27M -122,886 -16%
JP Morgan Chase
39
JP Morgan Chase
New York
$39.7M -$13M -193,839 -24%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$36.4M +$3.49M +51,783 +10%
Swiss National Bank
41
Swiss National Bank
Switzerland
$34.4M -$4.38M -65,000 -11%
PAMP
42
Polar Asset Management Partners
Ontario, Canada
$30.2M +$31.4M +466,500 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$30.2M -$1.03M -15,282 -3%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$29.8M -$786K -11,671 -2%
UBS Group
45
UBS Group
Switzerland
$29.5M +$3.79M +56,262 +14%
Victory Capital Management
46
Victory Capital Management
Texas
$28.2M +$1.22M +18,185 +4%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$28.1M -$4.08M -60,665 -12%
Bank of America
48
Bank of America
North Carolina
$27.6M -$352K -5,225 -1%
Zurich Cantonal Bank
49
Zurich Cantonal Bank
Switzerland
$27.3M +$534K +7,928 +2%
MPIA
50
Mountain Pacific Investment Advisers
Idaho
$27.1M -$290K -4,309 -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.