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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
PI
51
PGGM Investments
Netherlands
$25.6M -$6.18M -91,837 -19%
NEI
52
Northwest & Ethical Investments
Ontario, Canada
$25.3M -$4.35M -64,613 -14%
DDPIC
53
Deroy & Devereaux Private Investment Counsel
Michigan
$24.2M -$159K -2,359 -0.6%
ZIG
54
Zuckerman Investment Group
Illinois
$24M -$831K -12,348 -3%
SAM
55
Scopus Asset Management
New York
$23M +$9.09M +135,000 +61%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$22.7M -$756K -11,226 -3%
Goldman Sachs
57
Goldman Sachs
New York
$22.6M -$11.5M -170,329 -33%
VF
58
Vest Financial
Virginia
$22.1M +$8.02M +119,197 +53%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$22M +$1.85M +27,519 +9%
EAM
60
Eventide Asset Management
Massachusetts
$21.4M +$2.89K +43 +0%
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$21M +$21.9M +325,000 New
DekaBank Deutsche Girozentrale
62
DekaBank Deutsche Girozentrale
Germany
$20.9M +$2.14M +31,728 +11%
Aviva
63
Aviva
United Kingdom
$20.5M -$2.7M -40,184 -11%
Axa
64
Axa
France
$20.4M +$6.89M +102,420 +48%
SC
65
Sasco Capital
Connecticut
$20.2M -$5.5M -81,740 -21%
Ameriprise
66
Ameriprise
Minnesota
$20M +$2.68M +39,876 +15%
Federated Hermes
67
Federated Hermes
Pennsylvania
$19.4M +$177K +2,627 +0.9%
Russell Investments Group
68
Russell Investments Group
United Kingdom
$19.3M -$550K -8,169 -3%
Barclays
69
Barclays
United Kingdom
$18.8M -$4.13M -61,405 -17%
Osaic Holdings
70
Osaic Holdings
Arizona
$18.1M +$10.9M +162,361 +138%
Wells Fargo
71
Wells Fargo
California
$17.3M -$1.43M -21,274 -7%
SAM
72
Storebrand Asset Management
Norway
$17.1M +$1.86M +27,577 +12%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$17M -$365K -5,422 -2%
Vontobel Holding
74
Vontobel Holding
Switzerland
$16.9M +$7.69M +114,240 +78%
Verition Fund Management
75
Verition Fund Management
Connecticut
$16.8M +$15.5M +230,674 +821%

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.