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Pentair
PNR

Overview Fund Activity

607 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, 213 increasing their positions, 203 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
607
Holders Change
+28
Holders Change %
+4.84%
% of All Funds
8.9%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
86
Increased
213
Reduced
203
Closed
52
Calls
$53.1M
Puts
$28.8M
Net Calls
+$24.3M
Net Calls Change
+$25M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$543M
2
Pictet Asset Management
Pictet Asset Management
Switzerland
$351M
3
BlackRock
BlackRock
New York
$1.21B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$55.7M
5
SCA
Southpoint Capital Advisors
New York
$36.4M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$121M
2
GCM
Gates Capital Management
New York
$112M
3
Fidelity International
Fidelity International
Bermuda
$30.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
$16.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
151
Dakota Wealth Management
Florida
$4.84M -$5.12M -70,411 -51%
WCA
152
Waratah Capital Advisors
Ontario, Canada
$4.77M +$732K +10,062 +18%
Natixis Advisors
153
Natixis Advisors
Massachusetts
$4.66M +$1.74M +23,960 +60%
SEI Investments
154
SEI Investments
Pennsylvania
$4.6M +$359K +4,932 +8%
LPL Financial
155
LPL Financial
California
$4.57M +$142K +1,948 +3%
State of Tennessee, Department of Treasury
156
State of Tennessee, Department of Treasury
Tennessee
$4.48M -$3.39M -46,642 -43%
FFN
157
Focus Financial Network
Minnesota
$4.44M +$1,000K +13,752 +29%
Rockefeller Capital Management
158
Rockefeller Capital Management
New York
$4.4M -$930K -12,787 -17%
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$4.36M +$509 +7 +0%
Bank Julius Baer & Co
160
Bank Julius Baer & Co
Switzerland
$4.29M +$3.69M +50,724 +613%
AB
161
Amalgamated Bank
New York
$4.27M +$159K +2,187 +4%
RJA
162
Raymond James & Associates
Florida
$4.14M -$527K -7,248 -11%
OC
163
Oppenheimer & Co
New York
$4.13M +$127K +1,742 +3%
BCM
164
BDL Capital Management
France
$4.11M +$4.11M +63,554 New
MF
165
Magnetar Financial
Illinois
$4.02M +$4.02M +55,263 New
AAB
166
ABN AMRO Bank
Netherlands
$3.99M -$1.44M -19,746 -27%
TI
167
Trexquant Investment
Connecticut
$3.98M -$1.56M -21,437 -28%
Prudential Financial
168
Prudential Financial
New Jersey
$3.97M -$1.67M -23,002 -30%
NAM
169
Nissay Asset Management
Japan
$3.74M +$533K +7,328 +17%
MP
170
McDonald Partners
Ohio
$3.72M -$115K -1,578 -3%
Franklin Resources
171
Franklin Resources
California
$3.7M +$429K +5,896 +13%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$3.56M +$7.71K +106 +0.2%
MIIM
173
Mesirow Institutional Investment Management
Illinois
$3.53M +$31.8K +438 +0.9%
CWM
174
Compass Wealth Management
Connecticut
$3.48M -$36.2K -498 -1%
EF
175
Empowered Funds
Pennsylvania
$3.44M +$3.44M +47,273 New
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7
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