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Pentair
PNR

Overview Fund Activity

579 hedge funds and large institutions have $9.52B invested in Pentair in 2023 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 194 increasing their positions, 199 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
579
Holders Change
+30
Holders Change %
+5.46%
% of All Funds
9.23%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
67
Increased
194
Reduced
199
Closed
32
Calls
$17.4M
Puts
$18.1M
Net Calls
-$654K
Net Calls Change
-$51.8M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$116M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$195M
3
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$30.2M
4
KBC Group
4
KBC Group
Belgium
$81.6M
5
Amundi
5
Amundi
France
$323M

Top Sellers

1
Impax Asset Management Group
1
Impax Asset Management Group
United Kingdom
$631M
2
RS
2
Robeco Schweiz
Switzerland
$117M
3
Parnassus Investments
3
Parnassus Investments
California
$85.5M
4
BlackRock
4
BlackRock
New York
$1.02B
5
Millennium Management
5
Millennium Management
New York
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
526
Dividend Assets Capital
South Carolina
$3K – – –
FMTCOCP
527
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
KFP
528
KB Financial Partners
New Jersey
$3K – – –
CAL
529
Capital Analysts LLC
Pennsylvania
$3K +$3K +40 New
BCMLT
530
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.91K – – –
DIP
531
DT Investment Partners
Pennsylvania
$2.85K – – –
HGERS
532
Householder Group Estate & Retirement Specialist
Arizona
$2.72K +$2.72K +42 New
ECM
533
Estabrook Capital Management
New York
$2.59K – – –
Optiver Holding
534
Optiver Holding
Netherlands
$2.59K – – –
M
535
MOTCO
Texas
$2.59K +$2.53K +39 +3,900%
PCA
536
Providence Capital Advisors
North Carolina
$2.59K +$2.59K +40 New
MFT
537
Moisand Fitzgerald Tamayo
Florida
$2.53K – – –
SIC
538
SJS Investment Consulting
Ohio
$2.53K +$65 +1 +3%
FP
539
Financial Perspectives
Minnesota
$2.33K – – –
ZB
540
Zions Bancorporation
Utah
$2.27K – – –
SS
541
Sunbelt Securities
Texas
$2.27K +$2.27K +35 New
PP
542
PFS Partners
New Jersey
$2.2K – – –
IG
543
ING Group
Netherlands
$1.88K -$1.52M -23,534 -100%
CWC
544
Carolinas Wealth Consulting
North Carolina
$1.63K – – –
TIM
545
Tortoise Investment Management
New York
$1.62K – – –
MIM
546
Macroview Investment Management
Maryland
$1.62K +$1.62K +25 New
MCM
547
MV Capital Management
Maryland
$1.55K – – –
CFS
548
CGC Financial Services
Oregon
$1.49K – – –
IBOK
549
Independence Bank of Kentucky
Kentucky
$1.3K – – –
VWM
550
Venturi Wealth Management
Texas
$1.3K +$1.1K +17 +567%
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