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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

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

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
MPIA
51
Mountain Pacific Investment Advisers
Idaho
$30.2M -$177K -2,736 -0.7%
Adage Capital Partners
52
Adage Capital Partners
Massachusetts
$29.8M +$26.4M +409,291 New
Bank of America
53
Bank of America
North Carolina
$29.6M -$1.24M -19,263 -5%
PI
54
PGGM Investments
Netherlands
$28.6M -$119K -1,845 -0.5%
NEI
55
Northwest & Ethical Investments
Ontario, Canada
$28.4M – – –
PAMP
56
Polar Asset Management Partners
Ontario, Canada
$28M -$5.28M -81,800 -18%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$27.8M -$3.28M -50,875 -12%
Assenagon Asset Management
58
Assenagon Asset Management
Luxembourg
$27.1M +$16.7M +259,385 +228%
DDPIC
59
Deroy & Devereaux Private Investment Counsel
Michigan
$26.6M -$553K -8,570 -2%
ZIG
60
Zuckerman Investment Group
Illinois
$26.3M -$609K -9,445 -3%
AQR Capital Management
61
AQR Capital Management
Connecticut
$26.2M +$14M +217,291 +152%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$25.9M +$283K +4,387 +1%
EAM
63
Eventide Asset Management
Massachusetts
$25.7M +$1.54M +23,891 +7%
DekaBank Deutsche Girozentrale
64
DekaBank Deutsche Girozentrale
Germany
$25.3M +$1.75M +27,122 +8%
ECM
65
ExodusPoint Capital Management
New York
$24.8M +$13.4M +208,150 +157%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$24.3M +$2.4M +37,163 +12%
Ameriprise
67
Ameriprise
Minnesota
$23.6M +$1.07M +16,523 +5%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$23.4M -$1.09M -16,931 -5%
Aviva
69
Aviva
United Kingdom
$22.2M -$749K -11,603 -4%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$21.2M -$11.3M -174,821 -37%
SAM
71
Scopus Asset Management
New York
$20.2M -$4.97M -77,000 -22%
JGC
72
J. Goldman & Co
New York
$20.2M +$17.9M +277,975 New
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$20M +$1.11M +17,279 +7%
Axa
74
Axa
France
$19.6M -$2.92M -45,230 -14%
SAM
75
Storebrand Asset Management
Norway
$19.4M +$247K +3,832 +1%
1 2
3
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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.