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504 hedge funds and large institutions have $6.67B invested in Pentair in 2022 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 159 increasing their positions, 173 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $4.88M

33% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 61

9% more capital invested

Capital invested by funds: $6.12B → $6.67B (+$546M)

3% more funds holding

Funds holding: 491504 (+13)

0.08% more ownership

Funds ownership: 91.66%91.74% (+0.08%)

8% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 173

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
504
Holders Change
+13
Holders Change %
+2.65%
% of All Funds
8.1%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
81
Increased
159
Reduced
173
Closed
61
Calls
$15.3M
Puts
$4.88M
Net Calls
+$10.4M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$880M +$13.4M +307,668 +2%
BlackRock
2
BlackRock
New York
$651M -$21.5M -494,312 -3%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$637M +$15.9M +365,840 +3%
State Street
4
State Street
Massachusetts
$516M +$37.6M +864,891 +8%
Amundi
5
Amundi
France
$255M +$16M +367,956 +7%
Invesco
6
Invesco
Georgia
$214M -$26.2M -602,927 -11%
ProShare Advisors
7
ProShare Advisors
Maryland
$181M +$27.3M +627,986 +18%
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$177M -$1.91M -43,886 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$154M +$5.07M +116,708 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$149M -$2.68M -61,683 -2%
RS
11
Robeco Schweiz
Switzerland
$132M -$1.08M -24,879 -0.8%
GCM
12
Gates Capital Management
New York
$105M +$28.5M +655,356 +39%
Parnassus Investments
13
Parnassus Investments
California
$103M
Franklin Resources
14
Franklin Resources
California
$101M -$108M -2,476,144 -52%
Millennium Management
15
Millennium Management
New York
$99.3M +$48.1M +1,105,735 +100%
Morgan Stanley
16
Morgan Stanley
New York
$79.6M +$44.3K +1,018 +0.1%
Northern Trust
17
Northern Trust
Illinois
$78.4M +$347K +7,971 +0.5%
Renaissance Technologies
18
Renaissance Technologies
New York
$69M +$18.3M +420,000 +38%
UBS AM
19
UBS AM
Illinois
$66.2M +$8.31M +191,218 +15%
Charles Schwab
20
Charles Schwab
California
$60.4M +$2.48M +57,021 +4%
Fidelity International
21
Fidelity International
Bermuda
$59.4M -$182K -4,197 -0.3%
Legal & General Group
22
Legal & General Group
United Kingdom
$56.9M -$1.49M -34,161 -3%
First Trust Advisors
23
First Trust Advisors
Illinois
$55M -$153K -3,517 -0.3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$53.9M -$6.24M -143,541 -11%
Deutsche Bank
25
Deutsche Bank
Germany
$49.7M +$1.57M +36,077 +3%

PNR Hedge Fund Activity: Q4 2022 in Review

504 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2022, worth a combined $6.67B — up 8.9% from $6.12B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new PNR positions and 61 closed out — a net gain of 20 holders — while 159 added to existing stakes and 173 trimmed.

The largest buyer was Millennium Management, adding an estimated $48.1M. The largest seller was Franklin Resources, cutting an estimated $108M.

  • 504 institutional investors held Pentair (PNR) as of Q4 2022, up from 491 in Q3 2022.
  • Funds reported $6.67B of Pentair stock for Q4 2022, up 8.9% quarter-over-quarter.
  • 81 funds opened new Pentair positions in Q4 2022 and 61 closed out, a net change of +20 holders.
  • The largest Pentair buyer in Q4 2022 was Millennium Management, an estimated $48.1M added.
  • The largest Pentair seller in Q4 2022 was Franklin Resources, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2022.