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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
PCIA
351
Prime Capital Investment Advisors
Kansas
$539K -$44K -546 -7%
CAG
352
Csenge Advisory Group
Florida
$535K -$65.6K -814 -10%
GC
353
Globeflex Capital
California
$531K
MIS
354
Morningstar Investment Services
Illinois
$528K +$33.6K +417 +6%
FRA
355
Frank Rimerman Advisors
California
$525K +$552K +6,849 New
GWP
356
Gen-Wealth Partners
Michigan
$512K +$41.1K +510 +8%
SB
357
Strategic Blueprint
Georgia
$497K -$67.7K -840 -11%
Public Sector Pension Investment Board (PSP Investments)
358
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$494K +$215K +2,670 +71%
CCM
359
Cullen Capital Management
New York
$490K +$206K +2,553 +67%
Marshall Wace
360
Marshall Wace
United Kingdom
$482K -$5.05M -62,672 -91%
SFI
361
Siemens Fonds Invest
Germany
$478K
FTA
362
Financial & Tax Architects
Missouri
$476K +$100K +1,246 +25%
SA
363
Sanctuary Advisors
Indiana
$473K +$476K +5,909 New
CA
364
CoreCap Advisors
Michigan
$465K +$461K +5,723 +1,693%
TMAM
365
Tokio Marine Asset Management
Japan
$464K
RC
366
RBF Capital
California
$460K
BAM
367
Blueshift Asset Management
New Jersey
$457K +$480K +5,961 New
HI
368
Harbour Investments
Wisconsin
$456K +$2.74K +34 +0.6%
NB
369
Norinchukin Bank
Japan
$452K +$11K +136 +2%
Acadian Asset Management
370
Acadian Asset Management
Massachusetts
$447K +$471K +5,846 New
OAC
371
OMERS Administration Corp
Ontario, Canada
$438K +$460K +5,708 New
OFS
372
OneAscent Financial Services
Alabama
$437K +$85.2K +1,057 +23%
First Manhattan
373
First Manhattan
New York
$432K +$22.6K +281 +5%
RWM
374
Revisor Wealth Management
Ohio
$430K -$332K -4,120 -42%
VIM
375
Vinva Investment Management
Australia
$427K +$196K +2,433 +77%

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.