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Pentair
PNR

609 hedge funds and large institutions have $11.4B invested in Pentair in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 214 increasing their positions, 204 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $53.1M | Put options by funds: $28.8M

65% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 52

19% more capital invested

Capital invested by funds: $9.55B → $11.4B (+$1.85B)

5.69% more ownership

Funds ownership: 89.3% → 94.99% (+5.7%)

5% more funds holding

Funds holding: 581 → 609 (+28)

5% more repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 204

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
609
Holders Change
+28
Holders Change %
+4.82%
% of All Funds
8.88%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
86
Increased
214
Reduced
204
Closed
52
Calls
$53.1M
Puts
$28.8M
Net Calls
+$24.3M
Net Calls Change
+$25M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$369M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
+$66.5M
3
BlackRock
BlackRock
New York
+$54.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$41M
5
SCA
Southpoint Capital Advisors
New York
+$32.3M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$87.1M
2
GCM
Gates Capital Management
New York
-$30.3M
3
Fidelity International
Fidelity International
Bermuda
-$30.3M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$28.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$26.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
551
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
BCMLT
552
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.91K – – –
ECM
553
Estabrook Capital Management
New York
$2.91K – – –
PWA
554
Provenance Wealth Advisors
Florida
$2.91K +$2.58K +40 New
MFT
555
Moisand Fitzgerald Tamayo
Florida
$2.84K – – –
SIC
556
SJS Investment Consulting
Ohio
$2.84K – – –
SAM
557
Smartleaf Asset Management
Massachusetts
$2.63K +$2.32K +36 New
FP
558
Financial Perspectives
Minnesota
$2.62K – – –
CI
559
Cordant Inc
Oregon
$2.62K +$2.32K +36 New
SS
560
Sunbelt Securities
Texas
$2.54K – – –
ZB
561
Zions Bancorporation
Utah
$2.54K – – –
PP
562
PFS Partners
New Jersey
$2.48K – – –
MCM
563
MV Capital Management
Maryland
$2.11K +$323 +5 +21%
CWC
564
Carolinas Wealth Consulting
North Carolina
$2.04K – – –
BTI
565
Blue Trust Inc
Georgia
$2K -$2.45K -38 -49%
WIA
566
Wetzel Investment Advisors
Indiana
$2K +$1.74K +27 New
TIM
567
Tortoise Investment Management
New York
$1.83K – – –
CFS
568
CGC Financial Services
Oregon
$1.67K – – –
BWM
569
BKM Wealth Management
Wisconsin
$1.6K +$1.42K +22 New
VWM
570
Venturi Wealth Management
Texas
$1.46K – – –
GEA
571
Glen Eagle Advisors
New Jersey
$1.45K -$1.81K -28 -58%
IBOK
572
Independence Bank of Kentucky
Kentucky
$1.45K – – –
LWANC
573
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.38K – – –
FGA
574
Fortis Group Advisors
New Jersey
$1.31K +$581 +9 +100%
TAM
575
Tucker Asset Management
Colorado
$1.31K – – –
21 22
23
24 25

PNR Hedge Fund Activity: Q4 2023 in Review

609 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2023, worth a combined $11.4B — up 19% from $9.55B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PNR positions and 52 closed out — a net gain of 34 holders — while 214 added to existing stakes and 204 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $369M. The largest seller was Balyasny Asset Management, cutting an estimated $87.1M.

  • 609 institutional investors held Pentair (PNR) as of Q4 2023, up from 581 in Q3 2023.
  • Funds reported $11.4B of Pentair stock for Q4 2023, up 19% quarter-over-quarter.
  • 86 funds opened new Pentair positions in Q4 2023 and 52 closed out, a net change of +34 holders.
  • The largest Pentair buyer in Q4 2023 was Morgan Stanley, an estimated $369M added.
  • The largest Pentair seller in Q4 2023 was Balyasny Asset Management, an estimated $87.1M sold.

Based on aggregated 13F filings for Q4 2023.