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504 hedge funds and large institutions have $6.67B invested in Pentair in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 159 increasing their positions, 173 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $4.88M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $6.12B → $6.67B (+$546M)

3% more funds holding

Funds holding: 491504 (+13)

0.08% more ownership

Funds ownership: 91.66%91.74% (+0.08%)

8% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 173

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
504
Holders Change
+13
Holders Change %
+2.65%
% of All Funds
8.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
81
Increased
159
Reduced
173
Closed
61
Calls
$15.3M
Puts
$4.88M
Net Calls
+$10.4M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
51
Mountain Pacific Investment Advisers
Idaho
$19.6M -$169K -3,896 -0.9%
SC
52
Sasco Capital
Connecticut
$18.1M +$17.5M +402,010 New
ZIG
53
Zuckerman Investment Group
Illinois
$17.3M +$448K +10,299 +3%
Bank of America
54
Bank of America
North Carolina
$17.2M -$1.18M -27,114 -7%
JP Morgan Chase
55
JP Morgan Chase
New York
$16.9M -$21.8K -501 -0.1%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$16.7M -$624K -14,359 -4%
Russell Investments Group
57
Russell Investments Group
United Kingdom
$16.3M +$2.15M +49,429 +16%
Victory Capital Management
58
Victory Capital Management
Texas
$16.3M +$15.4M +354,428 +4,400%
JGC
59
J. Goldman & Co
New York
$15.9M +$15.4M +353,210 New
BC
60
Brookfield Corp
Ontario, Canada
$15.8M +$15.3M +351,434 New
EAM
61
Eventide Asset Management
Massachusetts
$15.8M
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$14.9M +$887K +20,402 +7%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$14M -$593K -13,641 -4%
Zurich Cantonal Bank
64
Zurich Cantonal Bank
Switzerland
$13.6M -$2.21M -50,769 -14%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$13.4M +$1.8M +41,460 +16%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$12.7M +$143K +3,287 +1%
IIM
67
INTECH Investment Management
Florida
$12.4M -$11.9M -273,449 -50%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$11.7M +$197K +4,533 +2%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$11.6M +$1.3M +29,886 +13%
DPIM
70
Duff & Phelps Investment Management
Illinois
$11M
AllianceBernstein
71
AllianceBernstein
Tennessee
$10.9M -$2.59M -59,641 -20%
Wells Fargo
72
Wells Fargo
California
$10.8M -$294K -6,761 -3%
Fisher Asset Management
73
Fisher Asset Management
Washington
$10.5M +$5.61M +129,093 +125%
Ameriprise
74
Ameriprise
Minnesota
$10.3M +$5.37M +123,481 +117%
VOYA Investment Management
75
VOYA Investment Management
Georgia
$10.3M -$1.1M -25,373 -10%

PNR Hedge Fund Activity: Q4 2022 in Review

504 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2022, worth a combined $6.67B — up 8.9% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PNR positions and 61 closed out — a net gain of 20 holders — while 159 added to existing stakes and 173 trimmed.

The largest buyer was Millennium Management, adding an estimated $48.1M. The largest seller was Franklin Resources, cutting an estimated $108M.

  • 504 institutional investors held Pentair (PNR) as of Q4 2022, up from 491 in Q3 2022.
  • Funds reported $6.67B of Pentair stock for Q4 2022, up 8.9% quarter-over-quarter.
  • 81 funds opened new Pentair positions in Q4 2022 and 61 closed out, a net change of +20 holders.
  • The largest Pentair buyer in Q4 2022 was Millennium Management, an estimated $48.1M added.
  • The largest Pentair seller in Q4 2022 was Franklin Resources, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2022.