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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
AWM
326
Avior Wealth Management
Nebraska
$677K -$16.1K -200 -2%
CWM
327
Cornerstone Wealth Management
Missouri
$665K +$12.3K +153 +2%
AI
328
Atom Investors
Texas
$664K +$698K +8,666 New
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$658K +$106K +1,321 +18%
CGH
330
Crossmark Global Holdings
Texas
$654K -$12K -149 -2%
NMERB
331
New Mexico Educational Retirement Board
New Mexico
$637K
OP
332
ORG Partners
Indiana
$631K +$683K +8,475 New
M
333
Mirova
France
$629K +$150K +1,856 +29%
GCP
334
GSA Capital Partners
United Kingdom
$629K +$661K +8,204 New
IA
335
Inspire Advisors
Idaho
$613K -$108K -1,346 -14%
Allspring Global Investments
336
Allspring Global Investments
North Carolina
$610K +$9.75K +121 +2%
XT
337
XTX Topco
Cayman Islands
$608K +$268K +3,330 +72%
SPC
338
Sigma Planning Corp
Michigan
$592K -$2.58K -32 -0.4%
GSEP
339
Golden State Equity Partners
California
$589K +$619K +7,679 New
B
340
Bailard
California
$585K -$13.5K -167 -2%
CIM
341
Contravisory Investment Management
Massachusetts
$584K +$23.9K +297 +4%
QIM
342
Quantitative Investment Management
Virginia
$576K +$606K +7,519 New
ST
343
Somerset Trust
Pennsylvania
$574K -$5.96K -74 -1%
LP
344
LMR Partners
United Kingdom
$574K +$603K +7,487 New
CT
345
Chicago Trust
Illinois
$572K +$601K +7,458 New
AS
346
Altshuler Shaham
Israel
$567K
GWM
347
Greenwich Wealth Management
Connecticut
$566K +$81 +1 +0%
IAA
348
Independent Advisor Alliance
North Carolina
$564K -$36.7K -456 -6%
OQS
349
Occudo Quantitative Strategies
Florida
$544K +$572K +7,100 New
MML Investors Services
350
MML Investors Services
Massachusetts
$542K -$73.3K -910 -11%

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.