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Pentair
PNR

Overview Fund Activity

549 hedge funds and large institutions have $9.48B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 178 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+25
Holders Change %
+4.77%
% of All Funds
8.66%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
68
Increased
178
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M

Top Buyers

1
Parnassus Investments
Parnassus Investments
California
$128M
2
BlackRock
BlackRock
New York
$1.06B
3
Allianz Asset Management
Allianz Asset Management
Germany
$88.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
$115M
5
SSA
Schonfeld Strategic Advisors
New York
$48.4M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$705M
2
State Street
State Street
Massachusetts
$617M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$6.46M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
526
SkyView Investment Advisors
New Jersey
$1K +$500 +6 +100%
BG
527
Bollard Group
Massachusetts
$1K +$1K +10 New
BWA
528
BDO Wealth Advisors
Florida
$969 – – –
AFG
529
Albion Financial Group
Utah
$969 – – –
MA
530
MCF Advisors
Kentucky
$905 – – –
CFFP
531
Center for Financial Planning
Michigan
$905 – – –
TFM
532
TFC Financial Management
Massachusetts
$844 -$260 -4 -24%
NSIM
533
North Star Investment Management
Illinois
$775 – – –
PTC
534
Private Trust Company
Ohio
$711 -$194 -3 -21%
AAP
535
Arax Advisory Partners
Colorado
$711 – – –
DWA
536
Delos Wealth Advisors
Texas
$582 – – –
FWM
537
Focused Wealth Management
New York
$465 – – –
BAAM
538
Baker Avenue Asset Management
California
$452 – – –
UFF
539
USA Financial Formulas
Michigan
$452 – – –
TWD
540
True Wealth Design
Ohio
$388 – – –
RG
541
Retirement Group
California
$323 – – –
KLWA
542
Kelly Lawrence W & Associates
California
$304 – – –
VWM
543
Venturi Wealth Management
Texas
$194 +$194 +3 New
SWA
544
SOA Wealth Advisors
New York
$133 – – –
CFGS
545
Concourse Financial Group Securities
Alabama
$129 – – –
TWP
546
TFO Wealth Partners
Ohio
$129 – – –
KFS
547
Kelly Financial Services
Massachusetts
$65 – – –
SWM
548
Sugarloaf Wealth Management
Georgia
$65 – – –
M
549
MOTCO
Texas
$65 +$65 +1 New
Citadel Advisors
550
Citadel Advisors
Florida
– -$70.2M -1,269,492 Closed
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