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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
LIP
126
Lighthouse Investment Partners
Florida
$7.15M +$7.43M +110,359 New
State of Tennessee, Department of Treasury
127
State of Tennessee, Department of Treasury
Tennessee
$7.01M +$3.93M +58,385 +117%
BB
128
Busey Bank
Illinois
$6.52M -$58.9K -875 -0.9%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$6.48M -$1.08M -15,986 -14%
SFG
130
StrategIQ Financial Group
Indiana
$6.37M +$3.1K +46 +0%
MPI
131
Mairs & Power Inc
Minnesota
$6.29M -$883K -13,124 -12%
Chevy Chase Trust
132
Chevy Chase Trust
Maryland
$6.01M -$140K -2,082 -2%
PCM
133
Pinnbrook Capital Management
New York
$5.97M -$4.15M -61,687 -40%
Norges Bank
134
Norges Bank
Norway
$5.97M -$4.11M -61,031 -40%
Walleye Capital
135
Walleye Capital
New York
$5.91M +$6.15M +91,297 New
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$5.89M +$6.13M +91,013 New
Pacer Advisors
137
Pacer Advisors
Pennsylvania
$5.88M +$5.4M +80,281 +767%
Mitsubishi UFJ Trust & Banking
138
Mitsubishi UFJ Trust & Banking
Japan
$5.86M -$446K -6,624 -7%
BGIM
139
Brandywine Global Investment Management
Pennsylvania
$5.68M -$333K -4,945 -5%
State of Wisconsin Investment Board
140
State of Wisconsin Investment Board
Wisconsin
$5.68M +$126K +1,870 +2%
Robeco Institutional Asset Management
141
Robeco Institutional Asset Management
Netherlands
$5.58M +$418K +6,215 +8%
State of New Jersey Common Pension Fund D
142
State of New Jersey Common Pension Fund D
New Jersey
$5.43M -$262K -3,886 -4%
Canada Life
143
Canada Life
Manitoba, Canada
$5.23M -$692K -10,274 -11%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$5.21M +$1.84M +27,340 +51%
MSV
145
MN Services Vermogensbeheer
Netherlands
$5.14M
Prudential Financial
146
Prudential Financial
New Jersey
$5.03M +$504K +7,490 +11%
TI
147
Trexquant Investment
Connecticut
$4.94M -$4.39M -65,210 -46%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$4.85M +$1.63M +24,183 +48%
UB
149
UMB Bank
Missouri
$4.84M +$5.01M +74,402 +22,823%
CAM
150
Cresset Asset Management
Illinois
$4.83M -$11.8K -176 -0.2%

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.