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526 hedge funds and large institutions have $8.26B invested in Pentair in 2023 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 172 increasing their positions, 158 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

882% more call options, than puts

Call options by funds: $69.3M | Put options by funds: $7.06M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

52% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 58

24% more capital invested

Capital invested by funds: $6.67B → $8.26B (+$1.59B)

4% more funds holding

Funds holding: 504526 (+22)

9% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 158

0.73% less ownership

Funds ownership: 91.74%91.01% (-0.73%)

Holders
526
Holders Change
+22
Holders Change %
+4.37%
% of All Funds
8.38%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
88
Increased
172
Reduced
158
Closed
58
Calls
$69.3M
Puts
$7.06M
Net Calls
+$62.3M
Net Calls Change
+$51.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Storebrand Asset Management
Norway
$12.5M +$1.29M +24,309 +12%
VOYA Investment Management
77
VOYA Investment Management
Georgia
$12.2M -$407K -7,671 -3%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$11.9M +$6.69M +125,887 +142%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$11.8M +$251K +4,723 +2%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$11.8M +$316K +5,958 +3%
Principal Financial Group
81
Principal Financial Group
Iowa
$11.8M +$219K +4,127 +2%
Norges Bank
82
Norges Bank
Norway
$11.3M +$2.12M +39,962 +24%
VF
83
Vest Financial
Virginia
$11.1M -$1.23M -23,122 -10%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$11M -$1.19M -22,414 -10%
US Bancorp
85
US Bancorp
Minnesota
$10.5M -$61.8K -1,163 -0.6%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$10.2M -$32.7K -616 -0.3%
Calamos Advisors
87
Calamos Advisors
Illinois
$10.2M -$1.23M -23,136 -11%
IP
88
Interval Partners
New York
$9.04M +$8.69M +163,587 New
Citigroup
89
Citigroup
New York
$8.71M -$253K -4,770 -3%
YCM
90
Yousif Capital Management
Michigan
$8.71M +$95K +1,789 +1%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$8.51M +$627K +11,809 +8%
Axa
92
Axa
France
$8.49M -$3.11M -58,523 -28%
New York State Teachers Retirement System (NYSTRS)
93
New York State Teachers Retirement System (NYSTRS)
New York
$8.43M -$11.7K -221 -0.1%
PCOC
94
Power Corp of Canada
Canada
$8.32M +$4.68M +88,167 +122%
DPIM
95
Duff & Phelps Investment Management
Illinois
$8.28M -$5.05M -95,000 -39%
Verition Fund Management
96
Verition Fund Management
Connecticut
$8.19M +$6.62M +124,594 +529%
AAF
97
Andra AP-fonden
Sweden
$8.11M +$266K +5,000 +4%
Point72 Asset Management
98
Point72 Asset Management
Connecticut
$7.57M +$7.27M +136,900 New
ECM
99
ExodusPoint Capital Management
New York
$7.46M +$7.16M +134,903 New
BRA
100
Biechele Royce Advisors
Indiana
$7.27M +$1.22M +22,924 +21%