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636 hedge funds and large institutions have $11.8B invested in Pentair in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 235 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $108M | Put options by funds: $52.6M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

7% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 220

0.12% more ownership

Funds ownership: 92.55%92.66% (+0.12%)

0% more funds holding

Funds holding: 636636 (0)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.23B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
636
Holders Change
Holders Change %
0%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
67
Increased
235
Reduced
220
Closed
57
Calls
$108M
Puts
$52.6M
Net Calls
+$54.9M
Net Calls Change
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
276
Creative Planning
Kansas
$1.2M +$46.6K +578 +4%
Macquarie Group
277
Macquarie Group
Australia
$1.19M -$44.1K -547 -3%
EAM
278
EdenTree Asset Management
United Kingdom
$1.18M
AAM
279
Advisors Asset Management
Colorado
$1.13M +$725K +8,997 +157%
PSB
280
Piscataqua Savings Bank
New Hampshire
$1.11M -$1.77K -22 -0.2%
Rafferty Asset Management
281
Rafferty Asset Management
New York
$1.1M -$343K -4,261 -23%
OPERF
282
Oregon Public Employees Retirement Fund
Oregon
$1.09M +$14.3K +178 +1%
EMPI
283
Elo Mutual Pension Insurance
Finland
$1.08M -$79.8K -990 -7%
Cerity Partners
284
Cerity Partners
New York
$1.07M +$139K +1,724 +14%
TRCT
285
Tower Research Capital (TRC)
New York
$1.06M +$566K +7,022 +102%
GIBU
286
Gulf International Bank (UK)
United Kingdom
$1.04M
Pathstone Holdings
287
Pathstone Holdings
New Jersey
$1.03M +$207K +2,565 +23%
MCM
288
Manchester Capital Management
Vermont
$1.01M -$95.6K -1,187 -8%
CIC
289
Cornercap Investment Counsel
Georgia
$1.01M +$1.06M +13,151 New
Pacer Advisors
290
Pacer Advisors
Pennsylvania
$1.01M -$77.3K -959 -7%
RP
291
Rowlandmiller & Partners
Georgia
$1M -$176K -2,180 -14%
MSU
292
Mizuho Securities USA
New York
$981K +$1.03M +12,796 New
MMA
293
Miracle Mile Advisors
California
$978K
UB
294
UMB Bank
Missouri
$973K -$4.7M -58,366 -82%
FRM
295
Fox Run Management
Connecticut
$969K +$1.02M +12,635 New
MSRPS
296
Maryland State Retirement & Pension System
Maryland
$968K
KRS
297
Kentucky Retirement Systems
Kentucky
$959K -$3.38K -42 -0.3%
MHC
298
Meyer Handelman Company
New York
$952K -$96.7K -1,200 -9%
BRWA
299
B. Riley Wealth Advisors
Florida
$945K +$471K +5,841 +90%
MC
300
Machina Capital
France
$927K +$975K +12,097 New

PNR Hedge Fund Activity: Q2 2024 in Review

636 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2024, worth a combined $11.8B — down 9.5% from $13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PNR positions and 57 closed out — a net gain of 10 holders — while 235 added to existing stakes and 220 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $125M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $85.4M sold.

  • 636 institutional investors held Pentair (PNR) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $11.8B of Pentair stock for Q2 2024, down 9.5% quarter-over-quarter.
  • 67 funds opened new Pentair positions in Q2 2024 and 57 closed out, a net change of +10 holders.
  • The largest Pentair buyer in Q2 2024 was AllianceBernstein, an estimated $125M added.
  • The largest Pentair seller in Q2 2024 was Southpoint Capital Advisors, an estimated $85.4M sold.

Based on aggregated 13F filings for Q2 2024.