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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
Mackenzie Financial
376
Mackenzie Financial
Ontario, Canada
$426K -$863K -10,713 -66%
Carson Wealth (CWM LLC)
377
Carson Wealth (CWM LLC)
Nebraska
$415K +$204K +2,538 +88%
GXJ
378
Global X Japan
Japan
$415K -$35.5K -441 -8%
SI
379
Stephens Inc
Arkansas
$412K -$28.1K -349 -6%
KRSITF
380
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$411K -$8.06K -100 -2%
AAS
381
Annex Advisory Services
Wisconsin
$402K -$52.9K -657 -11%
BCP
382
Blackhawk Capital Partners
Wisconsin
$398K -$61.9K -768 -13%
MSFS
383
Main Street Financial Solutions
Pennsylvania
$395K +$886 +11 +0.2%
VA
384
Vident Advisory
Georgia
$390K -$85.9K -1,066 -17%
RMDI
385
R.M. Davis Inc
Maine
$386K +$2.82K +35 +0.7%
OAM
386
Ostrum Asset Management
France
$383K +$29.4K +365 +8%
PF
387
Phoenix Financial
Israel
$379K +$7.49K +93 +2%
HNW
388
High Note Wealth
Minnesota
$376K
VSQM
389
V-Square Quantitative Management
Illinois
$375K -$403 -5 -0.1%
CFD
390
Creative Financial Designs
Indiana
$371K +$159K +1,975 +69%
NA
391
NewEdge Advisors
Louisiana
$370K +$18.4K +228 +5%
SWM
392
Shakespeare Wealth Management
Wisconsin
$369K -$13.1K -162 -3%
TSMHT
393
Thurston Springer Miller Herd & Titak
Indiana
$364K +$382K +4,742 New
PAG
394
Private Advisor Group
New Jersey
$357K +$41.8K +519 +13%
CCIA
395
Campbell & Co Investment Adviser
Maryland
$351K +$369K +4,577 New
AFCM
396
Applied Finance Capital Management
Puerto Rico
$345K +$363K +4,504 New
ACM
397
Argyle Capital Management
Pennsylvania
$345K
Squarepoint
398
Squarepoint
New York
$345K +$1.29K +16 +0.4%
MHIC
399
Marble Harbor Investment Counsel
Massachusetts
$340K
KAS
400
Kestra Advisory Services
Texas
$338K +$40.4K +501 +13%

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.