We are live on ! Find out more

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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$16.7M +$469K +6,970 +3%
Point72 Asset Management
77
Point72 Asset Management
Connecticut
$16.5M +$16.4M +243,287 +2,172%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$16.2M -$2.28M -33,873 -12%
Citigroup
79
Citigroup
New York
$14.9M +$1.08M +15,979 +7%
Canada Pension Plan Investment Board
80
Canada Pension Plan Investment Board
Ontario, Canada
$14.8M +$15.3M +228,000 New
TAM
81
Thematics Asset Management
France
$14.3M -$1.62M -24,000 -10%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$13.9M +$31K +461 +0.2%
IP
83
Interval Partners
New York
$13M +$3.59M +53,356 +36%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$12.9M -$257K -3,825 -2%
Citadel Advisors
85
Citadel Advisors
Florida
$12.7M +$13.3M +196,881 New
Man Group
86
Man Group
United Kingdom
$12.6M -$10.4M -153,827 Closed
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$12.4M -$140K -2,082 -1%
Principal Financial Group
88
Principal Financial Group
Iowa
$12.4M -$12K -179 -0.1%
SLAM
89
Swiss Life Asset Management
$12.4M +$2.36M +35,090 +22%
US Bancorp
90
US Bancorp
Minnesota
$12.2M +$12.9K +192 +0.1%
PP
91
Prospector Partners
Connecticut
$12.1M -$3.49M -51,835 -22%
Calamos Advisors
92
Calamos Advisors
Illinois
$12M
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$11.6M -$1.71M -25,434 -12%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$11.4M +$16.8K +250 +0.1%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$11.3M +$1.65M +24,452 +16%
Stifel Financial
96
Stifel Financial
Missouri
$11.3M +$3.06M +45,440 +35%
Grantham, Mayo, Van Otterloo & Co (GMO)
97
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.2M +$3.13M +46,500 +37%
Wellington Management Group
98
Wellington Management Group
Massachusetts
$11.2M -$46.7K -694 -0.4%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$10.9M -$2M -29,744 -15%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$10.6M +$1.73M +25,668 +19%

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.