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Pentair
PNR

526 hedge funds and large institutions have $8.26B invested in Pentair in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

882% more call options, than puts

Call options by funds: $69.3M | Put options by funds: $7.06M

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

52% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 58

24% more capital invested

Capital invested by funds: $6.67B → $8.26B (+$1.59B)

4% more funds holding

Funds holding: 504 → 526 (+22)

9% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 158

0.73% less ownership

Funds ownership: 91.74% → 91.01% (-0.73%)

Holders
526
Holders Change
+22
Holders Change %
+4.37%
% of All Funds
8.38%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
88
Increased
172
Reduced
158
Closed
58
Calls
$69.3M
Puts
$7.06M
Net Calls
+$62.3M
Net Calls Change
+$51.9M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$110M
2
Millennium Management
Millennium Management
New York
+$92M
3
BlackRock
BlackRock
New York
+$81.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$54.8M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$47.7M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$118M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$75.7M
3
Renaissance Technologies
Renaissance Technologies
New York
-$51.6M
4
Parnassus Investments
Parnassus Investments
California
-$48.3M
5
Invesco
Invesco
Georgia
-$41.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
476
SJS Investment Consulting
Ohio
$2.04K +$159 +3 +9%
CIA
477
Cape Investment Advisory
Georgia
$2.04K +$1.97K +37 New
DAC
478
Dividend Assets Capital
South Carolina
$2K – – –
HGERS
479
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
KFP
480
KB Financial Partners
New Jersey
$2K – – –
FP
481
Financial Perspectives
Minnesota
$1.99K – – –
ZB
482
Zions Bancorporation
Utah
$1.93K – – –
CAC
483
Core Alternative Capital
Georgia
$1.93K +$1.86K +35 New
Commonwealth Equity Services
484
Commonwealth Equity Services
Massachusetts
$1.89K -$13.7K -257 -0.7%
DI
485
Disciplined Investments
Oklahoma
$1.88K +$106 +2 +6%
PP
486
PFS Partners
New Jersey
$1.87K – – –
GI
487
Gradient Investments
Minnesota
$1.74K – – –
TF
488
TimeScale Financial
Massachusetts
$1.67K – – –
CWC
489
Carolinas Wealth Consulting
North Carolina
$1.55K – – –
SWA
490
Sutton Wealth Advisors
Florida
$1.55K – – –
MCM
491
MV Capital Management
Maryland
$1.33K +$106 +2 +9%
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.05K – – –
CA
493
Centerpoint Advisors
Massachusetts
$1K +$690 +13 New
TAM
494
Tucker Asset Management
Colorado
$995 – – –
TFM
495
TFC Financial Management
Massachusetts
$944 +$212 +4 +31%
TCA
496
Trifecta Capital Advisors
Illinois
$885 – – –
CSPIA
497
Cary Street Partners Investment Advisory
Virginia
$884 – – –
EBA
498
Eagle Bay Advisors
New York
$884 – – –
CFO
499
CVA Family Office
Colorado
$884 +$266 +5 +45%
AFG
500
Albion Financial Group
Utah
$830 – – –
18 19
20
21 22

PNR Hedge Fund Activity: Q1 2023 in Review

526 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2023, worth a combined $8.26B — up 24% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new PNR positions and 58 closed out — a net gain of 30 holders — while 172 added to existing stakes and 158 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $110M. The largest seller was Franklin Resources, cutting an estimated $118M.

  • 526 institutional investors held Pentair (PNR) as of Q1 2023, up from 504 in Q4 2022.
  • Funds reported $8.26B of Pentair stock for Q1 2023, up 24% quarter-over-quarter.
  • 88 funds opened new Pentair positions in Q1 2023 and 58 closed out, a net change of +30 holders.
  • The largest Pentair buyer in Q1 2023 was Balyasny Asset Management, an estimated $110M added.
  • The largest Pentair seller in Q1 2023 was Franklin Resources, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2023.