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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
RCM
576
Raleigh Capital Management
North Carolina
$1.31K +$323 +5 +38%
AWM
577
Able Wealth Management
New Jersey
$1.31K +$1.16K +18 New
CA
578
Clearstead Advisors
Ohio
$1.31K +$1.16K +18 New
RIM
579
Rockbridge Investment Management
New York
$1.24K +$1.1K +17 New
HCM
580
Hollencrest Capital Management
California
$1.24K – – –
AAG
581
Armstrong Advisory Group
Massachusetts
$1.16K -$6.78K -105 -87%
TCA
582
Trifecta Capital Advisors
Illinois
$1.16K – – –
VAG
583
VisionPoint Advisory Group
Texas
$1.16K – – –
CFO
584
CVA Family Office
Colorado
$1.16K +$1.03K +16 New
EC
585
EdgeRock Capital
Colorado
$1.11K +$968 +15 New
AFG
586
Albion Financial Group
Utah
$1.09K – – –
CFFP
587
Center for Financial Planning
Michigan
$1.02K – – –
MA
588
MCF Advisors
Kentucky
$1.02K – – –
PTC
589
Private Trust Company
Ohio
$1.02K +$194 +3 +27%
VNA
590
Valley National Advisers
Pennsylvania
$1K +$1.23K +19 New
TFM
591
TFC Financial Management
Massachusetts
$950 – – –
AAP
592
Arax Advisory Partners
Colorado
$800 – – –
DF
593
Dunhill Financial
United Kingdom
$759 +$645 +10 New
DWA
594
Delos Wealth Advisors
Texas
$655 – – –
DAM
595
Delta Asset Management
Tennessee
$582 +$516 +8 New
FWM
596
Focused Wealth Management
New York
$527 – – –
TWD
597
True Wealth Design
Ohio
$437 – – –
KLWA
598
Kelly Lawrence W & Associates
California
$364 – – –
RG
599
Retirement Group
California
$364 – – –
NFA
600
Northwest Financial Advisors
Virginia
$364 +$323 +5 New
22 23
24
25 26

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.