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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
BWA
501
BDO Wealth Advisors
Florida
$830 – – –
PTC
502
Private Trust Company
Ohio
$774 -$4.41K -83 -86%
CFFP
503
Center for Financial Planning
Michigan
$774 – – –
MA
504
MCF Advisors
Kentucky
$774 – – –
ECM
505
Everence Capital Management
Indiana
$670 – – –
CA
506
Clearstead Advisors
Ohio
$664 +$637 +12 New
NSIM
507
North Star Investment Management
Illinois
$663 – – –
AAP
508
Arax Advisory Partners
Colorado
$608 – – –
DWA
509
Delos Wealth Advisors
Texas
$498 – – –
RF
510
Robbins Farley
New Hampshire
$443 +$425 +8 New
FWM
511
Focused Wealth Management
New York
$396 – – –
BAAM
512
Baker Avenue Asset Management
California
$387 – – –
UFF
513
USA Financial Formulas
Michigan
$387 +$372 +7 New
TWD
514
True Wealth Design
Ohio
$332 – – –
KLWA
515
Kelly Lawrence W & Associates
California
$276 – – –
SWA
516
SOA Wealth Advisors
New York
$113 – – –
CT
517
Cambridge Trust
Massachusetts
$111 – – –
HCM
518
Hollencrest Capital Management
California
$111 – – –
TWP
519
TFO Wealth Partners
Ohio
$111 +$53 +1 +100%
AWM
520
Abound Wealth Management
Tennessee
$111 +$106 +2 New
CFGS
521
Concourse Financial Group Securities
Alabama
$110 -$2.92K -55 -96%
KFS
522
Kelly Financial Services
Massachusetts
$55 – – –
SWM
523
Sugarloaf Wealth Management
Georgia
$55 – – –
Voloridge Investment Management
524
Voloridge Investment Management
Florida
– -$19.9M -443,289 Closed
JGC
525
J. Goldman & Co
New York
– -$15.9M -353,210 Closed
19 20
21
22 23

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.