Pentair
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$369M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
+$66.5M |
| 3 |
BlackRock
New York
|
+$54.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$41M |
| 5 |
SCA
Southpoint Capital Advisors
New York
|
+$32.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$87.1M |
| 2 |
GCM
Gates Capital Management
New York
|
-$30.3M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$30.3M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$28.2M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$26.4M |
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.