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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
IC
401
IEQ Capital
California
$337K -$4.19K -52 -1%
BCV
402
Banque Cantonale Vaudoise
Switzerland
$334K +$294K +3,648 +520%
ABLA
403
Alan B. Lancz & Associates
Ohio
$333K +$350K +4,342 New
PP
404
Paloma Partners
Connecticut
$332K +$349K +4,336 New
SC
405
Steph & Co
Wisconsin
$332K
MFG
406
Merit Financial Group
Georgia
$330K +$82.4K +1,023 +31%
RRA
407
Round Rock Advisors
Connecticut
$330K
EM
408
ELCO Management
New York
$324K +$340K +4,220 New
AAS
409
Avantax Advisory Services
Texas
$323K +$148K +1,841 +78%
GWM
410
Gitterman Wealth Management
New Jersey
$322K +$61.7K +766 +22%
WH
411
Whitcomb & Hess
Ohio
$321K
FTDI
412
First Trust Direct Indexing
Massachusetts
$316K +$45.8K +569 +16%
OFG
413
Oxford Financial Group
Indiana
$316K -$1.21K -15 -0.4%
HBCM
414
Heron Bay Capital Management
Michigan
$315K
GWM
415
Gibbs Wealth Management
Georgia
$311K +$109K +1,355 +50%
NIM
416
NEOS Investment Management
Connecticut
$309K +$80.2K +996 +33%
BSW
417
Buckingham Strategic Wealth
Missouri
$301K +$58.5K +726 +23%
SSW
418
Smith Shellnut Wilson
Mississippi
$300K
FMLI
419
Fukoku Mutual Life Insurance
Japan
$297K
BP
420
Ballentine Partners
Massachusetts
$296K +$17.2K +213 +6%
NERM
421
New England Research & Management
Illinois
$295K -$32.2K -400 -9%
BFEC
422
Benjamin F. Edwards & Company
Missouri
$295K +$14K +174 +5%
SWP
423
Stratos Wealth Partners
Ohio
$293K -$16.8K -209 -5%
OWM
424
OneAscent Wealth Management
Alabama
$292K +$55.6K +690 +22%
VI
425
Vestcor Inc
New Brunswick, Canada
$291K

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.