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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
IBOK
551
Independence Bank of Kentucky
Kentucky
$1.29K
VWM
552
Venturi Wealth Management
Texas
$1.29K +$1.14K +17 +567%
LWANC
553
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.23K
TAM
554
Tucker Asset Management
Colorado
$1.17K
ECM
555
Everence Capital Management
Indiana
$1.12K +$351K +5,210 +43%
HCM
556
Hollencrest Capital Management
California
$1.1K
TCA
557
Trifecta Capital Advisors
Illinois
$1.04K
VAG
558
VisionPoint Advisory Group
Texas
$1.04K
BG
559
Bollard Group
Massachusetts
$1K
CA
560
Centerpoint Advisors
Massachusetts
$1K
SIA
561
SkyView Investment Advisors
New Jersey
$1K
AFG
562
Albion Financial Group
Utah
$972
CFFP
563
Center for Financial Planning
Michigan
$907
MA
564
MCF Advisors
Kentucky
$907
TFM
565
TFC Financial Management
Massachusetts
$846
RCM
566
Raleigh Capital Management
North Carolina
$842 +$875 +13 New
NSIM
567
North Star Investment Management
Illinois
$777
AAP
568
Arax Advisory Partners
Colorado
$713
PTC
569
Private Trust Company
Ohio
$712
DWA
570
Delos Wealth Advisors
Texas
$633
FGA
571
Fortis Group Advisors
New Jersey
$583 +$606 +9 New
RF
572
Robbins Farley
New Hampshire
$518 +$538 +8 New
FWM
573
Focused Wealth Management
New York
$467
TWD
574
True Wealth Design
Ohio
$389
KLWA
575
Kelly Lawrence W & Associates
California
$324

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.