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Pentair
PNR

609 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, 214 increasing their positions, 204 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $53.1M | Put options by funds: $28.8M

65% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 52

19% more capital invested

Capital invested by funds: $9.55B → $11.4B (+$1.85B)

5.69% more ownership

Funds ownership: 89.3% → 94.99% (+5.7%)

5% more funds holding

Funds holding: 581 → 609 (+28)

5% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 204

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
609
Holders Change
+28
Holders Change %
+4.82%
% of All Funds
8.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
86
Increased
214
Reduced
204
Closed
52
Calls
$53.1M
Puts
$28.8M
Net Calls
+$24.3M
Net Calls Change
+$25M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$369M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$66.5M
3
BlackRock
BlackRock
New York
+$54.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$41M
5
SCA
Southpoint Capital Advisors
New York
+$32.3M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$87.1M
2
GCM
Gates Capital Management
New York
-$30.3M
3
Fidelity International
Fidelity International
Bermuda
-$30.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$28.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
26
KBC Group
Belgium
$86.6M -$4.43M -68,582 -5%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$86M +$6.4M +99,133 +9%
Deutsche Bank
28
Deutsche Bank
Germany
$84.6M +$2.6M +40,366 +4%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$80.6M -$1.02M -15,868 -1%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$66.1M -$547K -8,480 -0.9%
First Trust Advisors
31
First Trust Advisors
Illinois
$62.4M -$1.14M -17,702 -2%
Goldman Sachs
32
Goldman Sachs
New York
$60.7M +$31.3M +484,810 +139%
CS
33
Credit Suisse
Switzerland
$60.5M -$3.58M -55,410 -6%
Nomura Asset Management
34
Nomura Asset Management
Japan
$57.8M -$6.12M -94,893 -11%
WP
35
Woodline Partners
California
$57.2M -$14.5M -224,786 -22%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$55.7M +$41M +634,688 +496%
JP Morgan Chase
37
JP Morgan Chase
New York
$54.4M +$8.65M +134,132 +22%
N
38
Nuveen
North Carolina
$52.8M +$4.77M +73,847 +11%
Aberdeen Group
39
Aberdeen Group
United Kingdom
$46.7M +$5.15M +79,809 +14%
Barclays
40
Barclays
United Kingdom
$44M +$20.3M +314,550 +108%
SSA
41
Schonfeld Strategic Advisors
New York
$42.5M -$2.71M -41,979 -7%
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$38.6M -$6.6M -102,343 -16%
Swiss National Bank
43
Swiss National Bank
Switzerland
$37.5M -$916K -14,200 -3%
SCA
44
Southpoint Capital Advisors
New York
$36.4M +$32.3M +500,000 New
UBS Group
45
UBS Group
Switzerland
$34.8M +$1.52M +23,494 +5%
Zurich Cantonal Bank
46
Zurich Cantonal Bank
Switzerland
$34.8M +$3.68M +57,010 +14%
Victory Capital Management
47
Victory Capital Management
Texas
$34.1M +$2.13M +33,039 +8%
VF
48
Vest Financial
Virginia
$32.8M +$7M +108,560 +32%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$32.5M -$880K -13,635 -3%
Fidelity International
50
Fidelity International
Bermuda
$30.7M -$30.3M -469,855 -53%
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PNR Hedge Fund Activity: Q4 2023 in Review

609 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2023, worth a combined $11.4B — up 19% from $9.55B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PNR positions and 52 closed out — a net gain of 34 holders — while 214 added to existing stakes and 204 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $369M. The largest seller was Balyasny Asset Management, cutting an estimated $87.1M.

  • 609 institutional investors held Pentair (PNR) as of Q4 2023, up from 581 in Q3 2023.
  • Funds reported $11.4B of Pentair stock for Q4 2023, up 19% quarter-over-quarter.
  • 86 funds opened new Pentair positions in Q4 2023 and 52 closed out, a net change of +34 holders.
  • The largest Pentair buyer in Q4 2023 was Morgan Stanley, an estimated $369M added.
  • The largest Pentair seller in Q4 2023 was Balyasny Asset Management, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2023.