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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
JWA
501
JFS Wealth Advisors
Pennsylvania
$9.32K
SFG
502
Steward Financial Group
Texas
$9K +$9.36K +139 New
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$8.48K
HCP
504
Hexagon Capital Partners
Arkansas
$8.48K
AAG
505
Armstrong Advisory Group
Massachusetts
$7.83K
FHA
506
First Horizon Advisors
Tennessee
$6.95K
BBPWM
507
Blue Bell Private Wealth Management
Pennsylvania
$6.8K
CT
508
Colonial Trust
South Carolina
$6.47K
QL
509
Quarry LP
New York
$6.22K +$6.46K +96 New
ME
510
McIlrath & Eck
Washington
$5.96K
HIA
511
Harbor Investment Advisory
Maryland
$5.89K
OLVIG
512
Oliver Lagore Vanvalin Investment Group
Michigan
$5.5K +$5.72K +85 New
PWMG
513
Prestige Wealth Management Group
New Jersey
$5.15K
ST
514
Smithfield Trust
Pennsylvania
$5K
BTI
515
Blue Trust Inc
Georgia
$5K +$3.03K +45 +141%
EARNEST Partners
516
EARNEST Partners
Georgia
$4.99K
LWA
517
Lowe Wealth Advisors
Maryland
$4.99K
BIA
518
Bell Investment Advisors
California
$4.92K -$1.01K -15 -16%
BBHC
519
Brown Brothers Harriman & Co
New York
$4.79K
VCM
520
Versant Capital Management
Arizona
$4.53K
AGWCA
521
Annis Gardner Whiting Capital Advisors
Florida
$3.88K +$4.04K +60 New
AWM
522
AllSquare Wealth Management
New York
$3.63K
BWAM
523
Boyd Watterson Asset Management
Ohio
$3.63K
SWA
524
Sutton Wealth Advisors
Florida
$3.63K +$1.89K +28 +100%
WT
525
Whittier Trust
California
$3.43K +$673 +10 +23%

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.