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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
IEFM
301
IQ EQ Fund Management
Ireland
$1.13M -$31.7K -371 -3%
KRS
302
Kentucky Retirement Systems
Kentucky
$1.13M -$84K -982 -8%
UB
303
UMB Bank
Missouri
$1.12M -$106K -1,237 -10%
OFA
304
Oak Family Advisors
Illinois
$1.07M -$1.03K -12 -0.1%
MC
305
Moors & Cabot
Massachusetts
$1.06M +$25K +292 +3%
ANBT
306
American National Bank & Trust
Texas
$1.05M -$30.1K -352 -3%
Mercer Global Advisors
307
Mercer Global Advisors
Colorado
$1.05M +$1.11K +13 +0.1%
LNWWM
308
Laird Norton Wetherby Wealth Management
California
$1.05M +$2.4K +28 +0.3%
MSU
309
Mizuho Securities USA
New York
$1.05M -$177K -2,064 -16%
JC
310
Jacobs & Co
California
$1.04M -$74.9K -875 -8%
PD
311
Point72 (DIFC)
United Arab Emirates
$1.04M +$906K +10,587 New
ETC
312
Exchange Traded Concepts
Oklahoma
$1.03M -$1.4M -16,386 -61%
HT
313
Headlands Technologies
Illinois
$1.03M +$898K +10,499 New
CB
314
Commerce Bank
Missouri
$1.02M -$3.58M -41,790 -80%
UAS
315
United Asset Strategies
New York
$1M -$34.3K -401 -4%
SW
316
SlateStone Wealth
Florida
$979K
IWC
317
Integrated Wealth Concepts
Massachusetts
$960K +$16K +187 +2%
Cambridge Investment Research Advisors
318
Cambridge Investment Research Advisors
Iowa
$937K +$39.5K +462 +5%
MSRPS
319
Maryland State Retirement & Pension System
Maryland
$922K -$274K -3,197 -25%
EIP
320
Easterly Investment Partners
Massachusetts
$914K
NERM
321
New England Research & Management
Illinois
$914K +$471K +5,500 +143%
QCM
322
QRG Capital Management
Illinois
$912K +$16.3K +190 +2%
LSERS
323
Louisiana State Employees Retirement System
Louisiana
$909K -$8.55K -100 -1%
CP
324
CenterBook Partners
Connecticut
$902K -$3.5M -40,950 -82%
AWM
325
Avior Wealth Management
Nebraska
$896K +$28.4K +332 +4%

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.