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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
Pathstone Holdings
251
Pathstone Holdings
New Jersey
$1.94M +$547K +6,391 +47%
Macquarie Group
252
Macquarie Group
Australia
$1.91M +$342K +3,999 +26%
LA
253
Lifeworks Advisors
Michigan
$1.9M -$86.5K -1,011 -5%
SC
254
Savant Capital
Illinois
$1.9M +$19.2K +224 +1%
PAS
255
Park Avenue Securities
New York
$1.9M +$314K +3,667 +23%
DADC
256
D.A. Davidson & Co
Montana
$1.9M +$5.13K +60 +0.3%
CIBC Asset Management
257
CIBC Asset Management
Ontario, Canada
$1.89M +$140K +1,640 +9%
QCM
258
Quantinno Capital Management
New York
$1.89M +$646K +7,546 +64%
SOADOR
259
State of Alaska Department of Revenue
Alaska
$1.88M +$111K +1,300 +7%
VPIM
260
Vanguard Personalized Indexing Management
California
$1.87M +$152K +1,775 +10%
SMDAM
261
Sumitomo Mitsui DS Asset Management
Japan
$1.86M
EI
262
Ethic Inc
New York
$1.82M -$20.4K -238 -1%
Simplex Trading
263
Simplex Trading
Illinois
$1.8M +$1.58M +18,438 New
American Century Companies
264
American Century Companies
Missouri
$1.77M +$205K +2,391 +15%
Truist Financial
265
Truist Financial
North Carolina
$1.76M -$110K -1,280 -7%
Public Employees Retirement Association of Colorado
266
Public Employees Retirement Association of Colorado
Colorado
$1.76M
ZIG
267
Zurich Insurance Group
Switzerland
$1.7M
Creative Planning
268
Creative Planning
Kansas
$1.68M +$130K +1,519 +10%
Canada Pension Plan Investment Board
269
Canada Pension Plan Investment Board
Ontario, Canada
$1.64M -$51.3K -600 -3%
O
270
Ossiam
France
$1.64M -$621K -7,256 -30%
RJFSA
271
Raymond James Financial Services Advisors
Florida
$1.57M -$1.52M -17,752 -52%
PS
272
Principal Securities
Iowa
$1.57M +$370K +4,330 +37%
VIG
273
Vienna Insurance Group
Poland
$1.54M -$79.6K -930 -6%
JF
274
Jump Financial
Illinois
$1.52M +$1.33M +15,518 New
EAM
275
EdenTree Asset Management
United Kingdom
$1.51M

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.