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Pentair

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
FAF
176
Första AP-fonden
Sweden
$3.02M -$673K -10,000 -18%
SOMRS
177
State of Michigan Retirement System
Michigan
$2.92M
Franklin Resources
178
Franklin Resources
California
$2.92M -$255K -3,788 -8%
ASRS
179
Arizona State Retirement System
Arizona
$2.91M -$942 -14 -0%
Envestnet Portfolio Solutions
180
Envestnet Portfolio Solutions
Illinois
$2.91M +$3.03M +44,979 New
EAM
181
Eagle Asset Management
Florida
$2.9M -$382K -5,677 -11%
NAM
182
Nissay Asset Management
Japan
$2.85M +$37K +550 +1%
AIG
183
American International Group
New York
$2.83M -$65.8K -977 -2%
NYLIM
184
New York Life Investment Management
New York
$2.8M +$617K +9,162 +27%
FCBT
185
First Citizens Bank & Trust
North Carolina
$2.76M -$1.28M -19,062 -31%
TD Asset Management
186
TD Asset Management
Ontario, Canada
$2.74M -$80.8K -1,200 -3%
Lido Advisors
187
Lido Advisors
California
$2.65M +$2.12M +31,547 +337%
MIM
188
MetLife Investment Management
New Jersey
$2.64M -$69.3K -1,030 -2%
FAF
189
Fjarde Ap-fonden
Sweden
$2.62M -$13.5K -200 -0.5%
Natixis Advisors
190
Natixis Advisors
Massachusetts
$2.6M +$754K +11,203 +39%
AAM
191
Azzad Asset Management
Virginia
$2.44M -$25.6K -380 -1%
Retirement Systems of Alabama
192
Retirement Systems of Alabama
Alabama
$2.42M -$10.5K -156 -0.4%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$2.38M +$56.5K +839 +2%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$2.37M +$267K +3,973 +12%
O
195
Ossiam
France
$2.31M +$1.02M +15,099 +74%
UCI
196
Uncommon Cents Investing
Wisconsin
$2.29M -$45.8K -680 -2%
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$2.27M -$266K -3,956 -10%
Handelsbanken Fonder
198
Handelsbanken Fonder
Sweden
$2.26M +$101K +1,500 +4%
Commonwealth Equity Services
199
Commonwealth Equity Services
Massachusetts
$2.24M +$99.6K +1,479 +4%
TPSF
200
Texas Permanent School Fund
Texas
$2.21M -$22.5K -334 -1%

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.