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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
AFS
476
Annapolis Financial Services
Maryland
$22.7K +$23.6K +350 New
AF
477
Allworth Financial
California
$21.8K +$1.82K +27 +9%
MPWT
478
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$1.08K +16 +5%
NECFA
479
New England Capital Financial Advisors
Connecticut
$21K
ATC
480
Adirondack Trust Company
New York
$19.4K +$20.2K +300 New
SPIA
481
Steward Partners Investment Advisory
New York
$19K -$135 -2 -0.7%
RCA
482
Reitz Capital Advisors
Michigan
$18.7K +$20.2K +300 New
PFBT
483
Parkside Financial Bank & Trust
Missouri
$18.5K +$5.18K +77 +37%
HNB
484
Huntington National Bank
Ohio
$18.2K +$1.08K +16 +6%
Loomis, Sayles & Company
485
Loomis, Sayles & Company
Massachusetts
$16K +$10K +149 +164%
PPC
486
Park Place Capital
Alabama
$15.5K
MRC
487
Millburn Ridgefield Corp
New York
$14.6K +$15.1K +225 New
CCA
488
Catalyst Capital Advisors
New York
$14.6K +$15.1K +225 New
FFA
489
Farther Finance Advisors
California
$13.8K +$2.36K +35 +20%
TCOV
490
Trust Company of Vermont
Vermont
$12.9K
SN
491
Sittner & Nelson
Oregon
$12.7K
QC
492
Quent Capital
New York
$12.2K
LC
493
Lindbrook Capital
California
$12.1K +$1.95K +29 +18%
GIA
494
GHP Investment Advisors
Colorado
$11.2K +$1.48K +22 +14%
IUHSA
495
Itau Unibanco Holding S.A.
Brazil
$10.8K
DGAM
496
Desjardins Global Asset Management
Quebec, Canada
$10.2K -$8.21K -122 -44%
CIA
497
Cape Investment Advisory
Georgia
$9.84K +$6.73K +100 +192%
GWSA
498
Global Wealth Strategies & Associates
Colorado
$9.84K +$10.2K +152 New
SSB
499
Sandy Spring Bank
Maryland
$9.71K
WPA
500
West Paces Advisors
Georgia
$9.71K

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.