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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
OWP
351
ORG Wealth Partners
Texas
$696K +$609K +7,117 New
PCIA
352
Prime Capital Investment Advisors
Kansas
$688K +$342 +4 +0.1%
Focus Partners Wealth
353
Focus Partners Wealth
Massachusetts
$687K +$601K +7,027 New
M
354
Mirova
France
$686K -$102K -1,187 -14%
GC
355
Globeflex Capital
California
$678K
NB
356
Norinchukin Bank
Japan
$676K +$86.3K +1,009 +17%
GT
357
Glenmede Trust
Pennsylvania
$666K +$583K +6,809 New
FRA
358
Frank Rimerman Advisors
California
$658K -$9.92K -116 -2%
HI
359
Harbour Investments
Wisconsin
$644K +$54.4K +636 +11%
TMAM
360
Tokio Marine Asset Management
Japan
$639K +$41.2K +481 +8%
FTA
361
Financial & Tax Architects
Missouri
$637K +$25.9K +303 +5%
CCM
362
Cullen Capital Management
New York
$631K +$5.65K +66 +1%
GWP
363
Gen-Wealth Partners
Michigan
$631K -$28.6K -334 -5%
SB
364
Strategic Blueprint
Georgia
$627K -$6.5K -76 -1%
BCI
365
Brinker Capital Investments
Pennsylvania
$621K +$243K +2,837 +81%
OPS
366
Orion Portfolio Solutions
Nebraska
$621K +$243K +2,837 +81%
FRM
367
Fox Run Management
Connecticut
$619K -$540K -6,308 -50%
PCA
368
Pallas Capital Advisors
Massachusetts
$618K +$532K +6,222 New
SCM
369
Sterling Capital Management
North Carolina
$615K +$538K +6,294 New
SFI
370
Siemens Fonds Invest
Germany
$602K -$6.25K -73 -1%
RWM
371
Revisor Wealth Management
Ohio
$589K +$35.9K +420 +7%
RC
372
RBF Capital
California
$587K
GCM
373
Greenland Capital Management
New York
$577K +$505K +5,901 New
QIM
374
Quantitative Investment Management
Virginia
$562K -$151K -1,767 -24%
OAC
375
OMERS Administration Corp
Ontario, Canada
$558K

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.