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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$5.28M +$52.2K +982 +1%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$5.15M -$5.15M -96,952 -51%
LOAME
128
Lombard Odier Asset Management (Europe)
United Kingdom
$5.07M -$1.59M -29,970 -25%
Hudson Bay Capital Management
129
Hudson Bay Capital Management
Connecticut
$4.97M +$1.33M +25,000 +38%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$4.95M -$4.16M -78,276 -47%
State of New Jersey Common Pension Fund D
131
State of New Jersey Common Pension Fund D
New Jersey
$4.85M +$408K +7,683 +10%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$4.71M -$251K -4,721 -5%
MSV
133
MN Services Vermogensbeheer
Netherlands
$4.46M
GAM
134
Gotham Asset Management
New York
$4.43M -$3.26M -61,320 -43%
Adage Capital Partners
135
Adage Capital Partners
Massachusetts
$4.13M -$7.33M -137,975 -65%
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$4.06M
Asset Management One
137
Asset Management One
Japan
$4.04M -$49.9K -939 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
138
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.01M +$10.6K +200 +0.3%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$3.98M -$97.7K -1,840 -2%
Massachusetts Financial Services
140
Massachusetts Financial Services
Massachusetts
$3.91M +$23.5K +443 +0.6%
Assenagon Asset Management
141
Assenagon Asset Management
Luxembourg
$3.89M -$3.83M -72,186 -51%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$3.63M -$101K -1,910 -3%
FAF
143
Första AP-fonden
Sweden
$3.56M -$5.77M -108,700 -63%
FCBT
144
First Citizens Bank & Trust
North Carolina
$3.42M +$3.29M +61,909 New
RJA
145
Raymond James & Associates
Florida
$3.37M +$523K +9,843 +19%
OQS
146
Occudo Quantitative Strategies
Florida
$3.34M +$3.21M +60,418 New
Korea Investment Corp
147
Korea Investment Corp
South Korea
$3.32M -$132K -2,493 -4%
SEI Investments
148
SEI Investments
Pennsylvania
$3.26M +$359K +6,750 +13%
DWM
149
Dakota Wealth Management
Florida
$3.02M -$1.15M -21,683 -28%
CWM
150
Compass Wealth Management
Connecticut
$3.01M +$30.6K +577 +1%