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Pentair

672 hedge funds and large institutions have $14.6B invested in Pentair in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 213 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $143M | Put options by funds: $44.3M

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

24% more capital invested

Capital invested by funds: $11.8B → $14.6B (+$2.85B)

6% more funds holding

Funds holding: 636672 (+36)

2.14% less ownership

Funds ownership: 92.66%90.53% (-2.1%)

15% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 251

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
672
Holders Change
+36
Holders Change %
+5.66%
% of All Funds
9.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
97
Increased
213
Reduced
251
Closed
56
Calls
$143M
Puts
$44.3M
Net Calls
+$98.9M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
226
Utah Retirement Systems
Utah
$2.67M
QT
227
Quantbot Technologies
New York
$2.57M +$2.25M +26,314 New
Corient Private Wealth
228
Corient Private Wealth
Florida
$2.55M +$441K +5,151 +25%
AAM
229
Advisors Asset Management
Colorado
$2.44M +$880K +10,284 +70%
CM
230
Crestline Management
Texas
$2.41M +$2.11M +24,654 New
CIAS
231
CFS Investment Advisory Services
New Jersey
$2.39M -$19.9K -233 -0.9%
LOAME
232
Lombard Odier Asset Management (Europe)
United Kingdom
$2.33M -$554K -6,478 -21%
AI
233
Atria Investments
North Carolina
$2.32M -$20.2K -236 -1%
EGM
234
Engineers Gate Manager
New York
$2.28M -$726K -8,489 -27%
WAM
235
Weiss Asset Management
Massachusetts
$2.25M +$1.97M +23,054 New
Marshall Wace
236
Marshall Wace
United Kingdom
$2.25M +$1.43M +16,739 +266%
Janus Henderson Group
237
Janus Henderson Group
United Kingdom
$2.25M -$128K -1,500 -6%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.21M +$262K +3,067 +16%
CWM
239
CIBC World Markets
New York
$2.2M +$104K +1,221 +6%
X
240
Xponance
Pennsylvania
$2.2M +$51.2K +598 +3%
DILIC
241
Dai-ichi Life Insurance Company
Japan
$2.18M -$1.11M -13,000 -37%
IG
242
ING Group
Netherlands
$2.16M -$17.7K -207 -0.9%
AA
243
Ancora Advisors
Ohio
$2.14M +$1.87M +21,910 New
Mirae Asset Global Investments
244
Mirae Asset Global Investments
South Korea
$2.14M +$314K +3,671 +20%
OF
245
Outfitter Financial
Maine
$2.14M -$94.1K -1,100 -5%
TC
246
Taika Capital
Florida
$2.07M -$2.22M -25,969 -55%
SO
247
STRS Ohio
Ohio
$2.02M -$280K -3,278 -14%
MOACM
248
Mutual of America Capital Management
New York
$1.99M -$48K -561 -3%
LIM
249
Loudon Investment Management
New Hampshire
$1.99M
Neuberger Berman Group
250
Neuberger Berman Group
New York
$1.97M +$27.9K +326 +2%

PNR Hedge Fund Activity: Q3 2024 in Review

672 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q3 2024, worth a combined $14.6B — up 24% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PNR positions and 56 closed out — a net gain of 41 holders — while 213 added to existing stakes and 251 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $97.4M. The largest seller was Impax Asset Management Group, cutting an estimated $108M.

  • 672 institutional investors held Pentair (PNR) as of Q3 2024, up from 636 in Q2 2024.
  • Funds reported $14.6B of Pentair stock for Q3 2024, up 24% quarter-over-quarter.
  • 97 funds opened new Pentair positions in Q3 2024 and 56 closed out, a net change of +41 holders.
  • The largest Pentair buyer in Q3 2024 was AllianceBernstein, an estimated $97.4M added.
  • The largest Pentair seller in Q3 2024 was Impax Asset Management Group, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.