Pentair
527 hedge funds and large institutions have $8.27B invested in Pentair in 2023 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 171 increasing their positions, 158 reducing their positions, and 59 closing their positions.
882% more call options, than puts
Call options by funds: $69.3M | Put options by funds: $7.06M
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
51% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 59
24% more capital invested
Capital invested by funds: $6.68B → $8.27B (+$1.59B)
4% more funds holding
Funds holding: 505 → 527 (+22)
8% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 158
0.92% more ownership
Funds ownership: 90.1% → 91.01% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$110M |
| 2 |
Millennium Management
New York
|
+$92M |
| 3 |
BlackRock
New York
|
+$81.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$54.8M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$47.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$118M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
-$75.7M |
| 3 |
Renaissance Technologies
New York
|
-$51.6M |
| 4 |
Parnassus Investments
San Francisco,
California
|
-$48.3M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$41.3M |
PNR Hedge Fund Activity: Q1 2023 in Review
527 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2023, worth a combined $8.27B — up 24% from $6.68B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new PNR positions and 59 closed out — a net gain of 30 holders — while 171 added to existing stakes and 158 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $110M. The largest seller was Franklin Resources, cutting an estimated $118M.
- 527 institutional investors held Pentair (PNR) as of Q1 2023, up from 505 in Q4 2022.
- Funds reported $8.27B of Pentair stock for Q1 2023, up 24% quarter-over-quarter.
- 89 funds opened new Pentair positions in Q1 2023 and 59 closed out, a net change of +30 holders.
- The largest Pentair buyer in Q1 2023 was Balyasny Asset Management, an estimated $110M added.
- The largest Pentair seller in Q1 2023 was Franklin Resources, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2023.