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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
AM
326
AGF Management
Ontario, Canada
$895K -$42.3K -495 -5%
SAM
327
Securian Asset Management
Minnesota
$889K -$26.6K -311 -3%
SFSG
328
Sound Financial Strategies Group
Mississippi
$886K +$9.32K +109 +1%
AC
329
Addison Capital
Pennsylvania
$878K -$257 -3 -0%
CIC
330
Cornercap Investment Counsel
Georgia
$864K -$369K -4,313 -33%
CWM
331
Cornerstone Wealth Management
Missouri
$857K +$7.36K +86 +1%
CCM
332
Cinctive Capital Management
New York
$852K -$980K -11,456 -57%
GSEP
333
Golden State Equity Partners
California
$809K +$49.1K +574 +7%
B
334
Bailard
California
$800K +$47.7K +558 +7%
IA
335
Inspire Advisors
Idaho
$794K +$11.1K +130 +2%
NMERB
336
New Mexico Educational Retirement Board
New Mexico
$793K -$17.1K -200 -2%
CGH
337
Crossmark Global Holdings
Texas
$785K -$43.6K -510 -6%
Allspring Global Investments
338
Allspring Global Investments
North Carolina
$754K -$20.8K -243 -3%
CAG
339
Csenge Advisory Group
Florida
$739K +$51.3K +600 +9%
PA
340
Pinnacle Associates
New York
$737K +$100K +1,171 +13%
IAA
341
Independent Advisor Alliance
North Carolina
$736K +$14.5K +170 +2%
CIM
342
Contravisory Investment Management
Massachusetts
$735K -$9.24K -108 -1%
ST
343
Somerset Trust
Pennsylvania
$731K -$941 -11 -0.1%
AS
344
Altshuler Shaham
Israel
$723K
GWM
345
Greenwich Wealth Management
Connecticut
$719K -$2.31K -27 -0.4%
MML Investors Services
346
MML Investors Services
Massachusetts
$712K +$18.2K +213 +3%
SPC
347
Sigma Planning Corp
Michigan
$705K -$44K -514 -7%
MIS
348
Morningstar Investment Services
Illinois
$700K +$24.2K +283 +4%
Citadel Advisors
349
Citadel Advisors
Florida
$699K +$600K +7,008 +5,006%
Public Sector Pension Investment Board (PSP Investments)
350
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$699K +$59.9K +700 +11%

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.