633 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, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
9.21%
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
234
Reduced
218
Closed
56
Calls
$108M
Puts
$52.6M
Net Calls
+$54.9M
Net Calls Change
-$22.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ABLA
401
Alan B. Lancz & Associates
Ohio
$333K +$333K +4,342 New
PP
402
Paloma Partners
Connecticut
$332K +$332K +4,336 New
SC
403
Steph & Co
Wisconsin
$332K
MFG
404
Merit Financial Group
Georgia
$330K +$78.4K +1,023 +31%
RRA
405
Round Rock Advisors
Connecticut
$330K
EM
406
ELCO Management
New York
$324K +$324K +4,220 New
AAS
407
Avantax Advisory Services
Texas
$323K +$141K +1,841 +78%
GWM
408
Gitterman Wealth Management
New Jersey
$322K +$58.7K +766 +22%
WH
409
Whitcomb & Hess
Ohio
$321K
FTDI
410
First Trust Direct Indexing
Massachusetts
$316K +$43.6K +569 +16%
OFG
411
Oxford Financial Group
Indiana
$316K -$1.15K -15 -0.4%
HBCM
412
Heron Bay Capital Management
Michigan
$315K
NIM
413
NEOS Investment Management
Connecticut
$309K +$76.4K +996 +33%
BSW
414
Buckingham Strategic Wealth
Missouri
$301K +$55.7K +726 +23%
SSW
415
Smith Shellnut Wilson
Mississippi
$300K
FMLI
416
Fukoku Mutual Life Insurance
Japan
$297K
BP
417
Ballentine Partners
Massachusetts
$296K +$16.3K +213 +6%
NERM
418
New England Research & Management
Illinois
$295K -$30.6K -400 -9%
BFEC
419
Benjamin F. Edwards & Company
Missouri
$295K +$13.4K +174 +5%
SWP
420
Stratos Wealth Partners
Ohio
$293K -$16K -209 -5%
OWM
421
OneAscent Wealth Management
Alabama
$292K +$53K +690 +22%
VI
422
Vestcor Inc
New Brunswick, Canada
$291K
MIC
423
Meridian Investment Counsel
California
$291K
UFF
424
USA Financial Formulas
Michigan
$288K -$43.2K -563 -13%
IMCOOI
425
Investment Management Corp of Ontario (IMCO)
Canada
$288K +$84.3K +1,100 +41%