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551 hedge funds and large institutions have $9.5B invested in Pentair in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 180 increasing their positions, 198 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

684% more call options, than puts

Call options by funds: $58.6M | Put options by funds: $7.47M

62% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 42

15% more capital invested

Capital invested by funds: $8.26B → $9.5B (+$1.24B)

5% more funds holding

Funds holding: 526551 (+25)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 198

1.63% less ownership

Funds ownership: 91.01%89.38% (-1.6%)

Holders
551
Holders Change
+25
Holders Change %
+4.75%
% of All Funds
8.65%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
68
Increased
180
Reduced
198
Closed
42
Calls
$58.6M
Puts
$7.47M
Net Calls
+$51.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
76
Scopus Asset Management
New York
$14.2M +$12.7M +220,000 New
Assenagon Asset Management
77
Assenagon Asset Management
Luxembourg
$13.9M +$8.36M +145,259 +207%
Citigroup
78
Citigroup
New York
$13.8M +$3.25M +56,490 +36%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$13.8M
Axa
80
Axa
France
$13.7M +$3.37M +58,535 +38%
Hudson Bay Capital Management
81
Hudson Bay Capital Management
Connecticut
$13.3M +$6.65M +115,515 +128%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$13.2M -$544K -9,443 -4%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$13.1M +$200K +3,482 +2%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$12.8M -$3.3M -57,310 -22%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$12.5M +$3.32M +57,612 +42%
Principal Financial Group
86
Principal Financial Group
Iowa
$12.4M -$1.2M -20,864 -10%
US Bancorp
87
US Bancorp
Minnesota
$12.1M -$82.4K -1,431 -0.8%
Calamos Advisors
88
Calamos Advisors
Illinois
$12M
DZ Bank
89
DZ Bank
Germany
$11.6M +$9.6M +166,799 +1,297%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$11.4M -$534K -9,274 -5%
Wellington Management Group
91
Wellington Management Group
Massachusetts
$11.2M +$2.75M +47,805 +38%
ECM
92
ExodusPoint Capital Management
New York
$11.1M +$2.14M +37,098 +27%
PCOC
93
Power Corp of Canada
Canada
$10.4M
YCM
94
Yousif Capital Management
Michigan
$10.1M -$39.7K -690 -0.4%
SLAM
95
Swiss Life Asset Management
$10.1M +$2.41M +41,867 +37%
BRA
96
Biechele Royce Advisors
Indiana
$10M +$1.37M +23,852 +18%
PCM
97
Pinnbrook Capital Management
New York
$9.95M +$8.86M +153,951 New
Man Group
98
Man Group
United Kingdom
$9.94M +$8.85M +153,827 New
Norges Bank
99
Norges Bank
Norway
$9.9M -$2.9M -50,463 -25%
New York State Teachers Retirement System (NYSTRS)
100
New York State Teachers Retirement System (NYSTRS)
New York
$9.72M -$120K -2,079 -1%