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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
GI
526
Gradient Investments
Minnesota
$3.22K -$942 -14 -22%
GEA
527
Glen Eagle Advisors
New Jersey
$3.11K
DAC
528
Dividend Assets Capital
South Carolina
$3K
FMTCOCP
529
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
KFP
530
KB Financial Partners
New Jersey
$3K
CAL
531
Capital Analysts LLC
Pennsylvania
$3K +$2.69K +40 New
BCMLT
532
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.91K
DIP
533
DT Investment Partners
Pennsylvania
$2.85K
HGERS
534
Householder Group Estate & Retirement Specialist
Arizona
$2.72K +$2.83K +42 New
ECM
535
Estabrook Capital Management
New York
$2.59K
Optiver Holding
536
Optiver Holding
Netherlands
$2.59K
M
537
MOTCO
Texas
$2.59K +$2.63K +39 +3,900%
PCA
538
Providence Capital Advisors
North Carolina
$2.59K +$2.69K +40 New
MFT
539
Moisand Fitzgerald Tamayo
Florida
$2.53K
SIC
540
SJS Investment Consulting
Ohio
$2.53K +$67 +1 +3%
FP
541
Financial Perspectives
Minnesota
$2.33K
ZB
542
Zions Bancorporation
Utah
$2.27K
SS
543
Sunbelt Securities
Texas
$2.27K +$2.36K +35 New
PP
544
PFS Partners
New Jersey
$2.2K
IG
545
ING Group
Netherlands
$1.88K -$1.58M -23,534 -100%
CWC
546
Carolinas Wealth Consulting
North Carolina
$1.63K
TIM
547
Tortoise Investment Management
New York
$1.62K
MIM
548
Macroview Investment Management
Maryland
$1.62K +$1.68K +25 New
MCM
549
MV Capital Management
Maryland
$1.55K
CFS
550
CGC Financial Services
Oregon
$1.49K

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.