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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
AAB
151
ABN AMRO Bank
Netherlands
$4.82M -$1.51M -22,431 -23%
LOAME
152
Lombard Odier Asset Management (Europe)
United Kingdom
$4.77M -$1.08M -16,017 -18%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$4.75M -$765K -11,367 -13%
Treasurer of the State of North Carolina
154
Treasurer of the State of North Carolina
North Carolina
$4.67M +$24.9K +370 +0.5%
Asset Management One
155
Asset Management One
Japan
$4.57M -$431K -6,410 -8%
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$4.41M +$161K +2,398 +4%
Massachusetts Financial Services
157
Massachusetts Financial Services
Massachusetts
$4.4M -$184K -2,739 -4%
Jane Street
158
Jane Street
New York
$4.3M +$1.56M +23,121 +53%
Korea Investment Corp
159
Korea Investment Corp
South Korea
$4.27M -$23.7K -352 -0.5%
RJA
160
Raymond James & Associates
Florida
$4.16M -$224K -3,322 -5%
LPL Financial
161
LPL Financial
California
$3.94M +$225K +3,346 +6%
JF
162
Jump Financial
Illinois
$3.89M +$4.05M +60,117 New
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$3.89M -$956K -14,200 -19%
SEI Investments
164
SEI Investments
Pennsylvania
$3.77M -$449K -6,665 -10%
AB
165
Amalgamated Bank
New York
$3.66M +$350K +5,193 +10%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$3.62M +$536K +7,969 +17%
WCA
167
Waratah Capital Advisors
Ontario, Canada
$3.6M +$751K +11,152 +25%
OC
168
Oppenheimer & Co
New York
$3.57M -$795K -11,806 -18%
MP
169
McDonald Partners
Ohio
$3.41M +$144K +2,134 +4%
HighTower Advisors
170
HighTower Advisors
Illinois
$3.3M +$85.8K +1,275 +3%
Baird Financial Group
171
Baird Financial Group
Wisconsin
$3.16M +$144K +2,143 +5%
CWM
172
Compass Wealth Management
Connecticut
$3.13M -$372K -5,524 -10%
MIIM
173
Mesirow Institutional Investment Management
Illinois
$3.12M +$313K +4,654 +11%
MMA
174
Mizuho Markets Americas
New York
$3.06M +$3.18M +47,273 New
FFN
175
Focus Financial Network
Minnesota
$3.06M +$823K +12,230 +35%

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.