We are live on ! Find out more
PNR icon

Pentair

715 hedge funds and large institutions have $15.1B invested in Pentair in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $164M | Put options by funds: $54.6M

86% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 58

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 672715 (+43)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

3% more capital invested

Capital invested by funds: $14.6B → $15.1B (+$415M)

0.04% more ownership

Funds ownership: 90.53%90.56% (+0.04%)

Holders
715
Holders Change
+43
Holders Change %
+6.4%
% of All Funds
9.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
108
Increased
256
Reduced
237
Closed
58
Calls
$164M
Puts
$54.6M
Net Calls
+$109M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
326
Laird Norton Wetherby Wealth Management
California
$1.08M -$410 -4 -0%
JC
327
Jacobs & Co
California
$1.07M
UB
328
UMB Bank
Missouri
$1.06M -$90K -878 -8%
ANBT
329
American National Bank & Trust
Texas
$1.05M -$29.7K -290 -3%
SW
330
SlateStone Wealth
Florida
$1.05M +$41K +400 +4%
UAS
331
United Asset Strategies
New York
$1M -$32K -312 -3%
HFM
332
Harvest Fund Management
China
$995K +$677K +6,608 +201%
MNBTD
333
Moody National Bank Trust Division
Texas
$989K +$1.01M +9,825 New
IWC
334
Integrated Wealth Concepts
Massachusetts
$985K -$2.97K -29 -0.3%
SCM
335
Sterling Capital Management
North Carolina
$985K +$358K +3,491 +55%
TSMHT
336
Thurston Springer Miller Herd & Titak
Indiana
$982K +$419K +4,085 +72%
SFSG
337
Sound Financial Strategies Group
Mississippi
$978K +$67.8K +661 +7%
QCM
338
QRG Capital Management
Illinois
$961K +$23.5K +229 +2%
Focus Partners Wealth
339
Focus Partners Wealth
Massachusetts
$942K +$239K +2,332 +33%
NERM
340
New England Research & Management
Illinois
$931K -$10.3K -100 -1%
BRWA
341
B. Riley Wealth Advisors
Florida
$927K -$287K -2,798 -23%
AM
342
AGF Management
Ontario, Canada
$917K -$4.31K -42 -0.5%
AC
343
Addison Capital
Pennsylvania
$903K
PA
344
Pinnacle Associates
New York
$897K -$125K -1,217 -12%
LSERS
345
Louisiana State Employees Retirement System
Louisiana
$896K -$41K -400 -4%
SAM
346
Securian Asset Management
Minnesota
$894K -$21.9K -214 -2%
MSRPS
347
Maryland State Retirement & Pension System
Maryland
$887K -$63.3K -617 -7%
CWM
348
Cornerstone Wealth Management
Missouri
$881K -$923 -9 -0.1%
CIC
349
Cornercap Investment Counsel
Georgia
$860K -$29.7K -290 -3%
AWM
350
Avior Wealth Management
Nebraska
$857K -$66.8K -652 -7%

PNR Hedge Fund Activity: Q4 2024 in Review

715 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2024, worth a combined $15.1B — up 2.8% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new PNR positions and 58 closed out — a net gain of 50 holders — while 256 added to existing stakes and 237 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $179M. The largest seller was Impax Asset Management Group, cutting an estimated $262M.

  • 715 institutional investors held Pentair (PNR) as of Q4 2024, up from 672 in Q3 2024.
  • Funds reported $15.1B of Pentair stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 108 funds opened new Pentair positions in Q4 2024 and 58 closed out, a net change of +50 holders.
  • The largest Pentair buyer in Q4 2024 was Citadel Advisors, an estimated $179M added.
  • The largest Pentair seller in Q4 2024 was Impax Asset Management Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2024.