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Pentair
PNR

Overview Fund Activity

607 hedge funds and large institutions have $11.4B invested in Pentair in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 213 increasing their positions, 203 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
86
Increased
213
Reduced
203
Closed
52
Calls
$53.1M
Puts
$28.8M
Net Calls
+$24.3M
Net Calls Change
+$25M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$543M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$351M
3
BlackRock
3
BlackRock
New York
$1.21B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$55.7M
5
SCA
5
Southpoint Capital Advisors
New York
$36.4M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$121M
2
GCM
2
Gates Capital Management
New York
$112M
3
Fidelity International
3
Fidelity International
Bermuda
$30.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$16.2M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
26
KBC Group
Belgium
$86.6M -$4.99M -68,582 -5%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$86M +$7.21M +99,133 +9%
Deutsche Bank
28
Deutsche Bank
Germany
$84.6M +$2.94M +40,366 +4%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$80.6M -$1.15M -15,868 -1%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$66.1M -$617K -8,480 -0.9%
First Trust Advisors
31
First Trust Advisors
Illinois
$62.4M -$1.29M -17,702 -2%
Goldman Sachs
32
Goldman Sachs
New York
$60.7M +$35.3M +484,810 +139%
CS
33
Credit Suisse
Switzerland
$60.5M -$4.03M -55,410 -6%
Nomura Asset Management
34
Nomura Asset Management
Japan
$57.8M -$6.9M -94,893 -11%
WP
35
Woodline Partners
California
$57.2M -$16.3M -224,786 -22%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$55.7M +$46.3M +634,688 +496%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$54.4M +$9.75M +134,132 +22%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$52.8M +$5.37M +73,847 +11%
Aberdeen Group
39
Aberdeen Group
United Kingdom
$46.7M +$5.8M +79,809 +14%
Barclays
40
Barclays
United Kingdom
$44M +$22.9M +314,550 +108%
SSA
41
Schonfeld Strategic Advisors
New York
$42.5M -$3.05M -41,979 -7%
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$38.6M -$7.44M -102,343 -16%
Swiss National Bank
43
Swiss National Bank
Switzerland
$37.5M -$1.03M -14,200 -3%
SCA
44
Southpoint Capital Advisors
New York
$36.4M +$36.4M +500,000 New
UBS Group
45
UBS Group
Switzerland
$34.8M +$1.71M +23,494 +5%
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$34.8M +$4.15M +57,010 +14%
Victory Capital Management
47
Victory Capital Management
Texas
$34.1M +$2.4M +33,039 +8%
VF
48
Vest Financial
Virginia
$32.8M +$7.89M +108,560 +32%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$32.5M -$991K -13,635 -3%
Fidelity International
50
Fidelity International
Bermuda
$30.7M -$34.2M -469,855 -53%
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