We are live on ! Find out more

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
Kovitz Investment Group Partners
301
Kovitz Investment Group Partners
Illinois
$918K -$31.4K -390 -3%
IEFM
302
IQ EQ Fund Management
Ireland
$913K +$36.7K +456 +4%
Lido Advisors
303
Lido Advisors
California
$908K -$414K -5,144 -30%
QCM
304
Quantinno Capital Management
New York
$901K +$97.1K +1,205 +11%
PS
305
Principal Securities
Iowa
$897K +$42.4K +526 +5%
JC
306
Jacobs & Co
California
$884K
MPM
307
MBB Public Markets
Illinois
$859K +$902K +11,200 New
ANBT
308
American National Bank & Trust
Texas
$852K -$2.9K -36 -0.3%
OFA
309
Oak Family Advisors
Illinois
$841K -$3.95K -49 -0.4%
Mercer Global Advisors
310
Mercer Global Advisors
Colorado
$832K -$42.5K -527 -5%
LNWWM
311
Laird Norton Wetherby Wealth Management
California
$822K +$161 +2 +0%
TI
312
Tidal Investments
Wisconsin
$819K +$160K +1,989 +23%
UAS
313
United Asset Strategies
New York
$819K -$133K -1,653 -13%
MC
314
Moors & Cabot
Massachusetts
$811K
SW
315
SlateStone Wealth
Florida
$767K -$8.14K -101 -1%
AM
316
AGF Management
Ontario, Canada
$740K -$14K -174 -2%
IWC
317
Integrated Wealth Concepts
Massachusetts
$738K -$79K -981 -9%
SAM
318
Securian Asset Management
Minnesota
$721K -$25.6K -318 -3%
LSERS
319
Louisiana State Employees Retirement System
Louisiana
$721K -$16.1K -200 -2%
EIP
320
Easterly Investment Partners
Massachusetts
$717K -$914K -11,341 -55%
QCM
321
QRG Capital Management
Illinois
$700K +$38.4K +477 +6%
Cambridge Investment Research Advisors
322
Cambridge Investment Research Advisors
Iowa
$699K -$64.8K -804 -8%
AC
323
Addison Capital
Pennsylvania
$688K +$225K +2,798 +45%
PA
324
Pinnacle Associates
New York
$687K -$40.9K -508 -5%
SFSG
325
Sound Financial Strategies Group
Mississippi
$686K -$32.7K -406 -4%

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.