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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
RG
576
Retirement Group
California
$324
TWP
577
TFO Wealth Partners
Ohio
$258 +$135 +2 +100%
SWA
578
SOA Wealth Advisors
New York
$133
CFGS
579
Concourse Financial Group Securities
Alabama
$129
KFS
580
Kelly Financial Services
Massachusetts
$65
SWM
581
Sugarloaf Wealth Management
Georgia
$65
TC
582
TwinBeech Capital
New York
-$19.3M -298,928 Closed
BC
583
Brookfield Corp
Ontario, Canada
-$9.07M -140,328 Closed
Renaissance Technologies
584
Renaissance Technologies
New York
-$6.46M -100,058 Closed
OQS
585
Occudo Quantitative Strategies
Florida
-$4.1M -63,447 Closed
EGM
586
Engineers Gate Manager
New York
-$3.73M -57,792 Closed
CM
587
Caption Management
Oklahoma
-$2.39M -37,000 Closed
CSS
588
Cubist Systematic Strategies
Connecticut
-$2.37M -36,716 Closed
VAS
589
Vestmark Advisory Solutions
Massachusetts
-$1.31M -20,280 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
590
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.08M -16,684 Closed
MF
591
Magnetar Financial
Illinois
-$670K -10,378 Closed
FRM
592
Fox Run Management
Connecticut
-$623K -9,648 Closed
Acadian Asset Management
593
Acadian Asset Management
Massachusetts
-$545K -8,464 Closed
QAM
594
Q3 Asset Management
Michigan
-$547K -8,458 Closed
VIA
595
Vident Investment Advisory
Georgia
-$451K -6,985 Closed
SC
596
Sonen Capital
California
-$423K -6,541 Closed
IIM
597
INTECH Investment Management
Florida
-$247K -3,823 Closed
AWM
598
Axxcess Wealth Management
California
-$232K -3,586 Closed
GCP
599
GSA Capital Partners
United Kingdom
-$227K -3,517 Closed
CAM
600
Cubic Asset Management
Massachusetts
-$204K -3,160 Closed

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.