633 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, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
9.21%
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
234
Reduced
218
Closed
56
Calls
$108M
Puts
$52.6M
Net Calls
+$54.9M
Net Calls Change
-$22.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Lido Advisors
301
Lido Advisors
California
$908K -$394K -5,144 -30%
QCM
302
Quantinno Capital Management
New York
$901K +$92.4K +1,205 +11%
PS
303
Principal Securities
Iowa
$897K +$40.3K +526 +5%
JC
304
Jacobs & Co
California
$884K
MPM
305
MBB Public Markets
Illinois
$859K +$859K +11,200 New
ANBT
306
American National Bank & Trust
Texas
$852K -$2.76K -36 -0.3%
OFA
307
Oak Family Advisors
Illinois
$841K -$3.76K -49 -0.4%
Mercer Global Advisors
308
Mercer Global Advisors
Colorado
$832K -$40.4K -527 -5%
LNWWM
309
Laird Norton Wetherby Wealth Management
California
$822K +$153 +2 +0%
TI
310
Tidal Investments
Wisconsin
$819K +$152K +1,989 +23%
UAS
311
United Asset Strategies
New York
$819K -$127K -1,653 -13%
MC
312
Moors & Cabot
Massachusetts
$811K
SW
313
SlateStone Wealth
Florida
$767K -$7.74K -101 -1%
AM
314
AGF Management
Ontario, Canada
$740K -$13.3K -174 -2%
IWC
315
Integrated Wealth Concepts
Massachusetts
$738K -$75.2K -981 -9%
SAM
316
Securian Asset Management
Minnesota
$721K -$24.4K -318 -3%
LSERS
317
Louisiana State Employees Retirement System
Louisiana
$721K -$15.3K -200 -2%
EIP
318
Easterly Investment Partners
Massachusetts
$717K -$870K -11,341 -55%
QCM
319
QRG Capital Management
Illinois
$700K +$36.6K +477 +6%
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$699K -$61.6K -804 -8%
AC
321
Addison Capital
Pennsylvania
$688K +$215K +2,798 +45%
PA
322
Pinnacle Associates
New York
$687K -$38.9K -508 -5%
SFSG
323
Sound Financial Strategies Group
Mississippi
$686K -$31.1K -406 -4%
AWM
324
Avior Wealth Management
Nebraska
$677K -$15.3K -200 -2%
CWM
325
Cornerstone Wealth Management
Missouri
$665K +$11.7K +153 +2%