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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
NIM
401
NEOS Investment Management
Connecticut
$473K +$69.5K +812 +20%
SWM
402
Shakespeare Wealth Management
Wisconsin
$472K +$684 +8 +0.2%
PF
403
Phoenix Financial
Israel
$469K -$17.4K -203 -4%
DC
404
Diametric Capital
Massachusetts
$468K +$409K +4,783 New
GWM
405
Gibbs Wealth Management
Georgia
$449K +$45.1K +527 +13%
TSS
406
Two Sigma Securities
New York
$447K +$79.7K +932 +26%
GCM
407
Graham Capital Management
Connecticut
$442K -$1.33M -15,589 -78%
AAS
408
Avantax Advisory Services
Texas
$441K +$25.4K +297 +7%
EWA
409
EP Wealth Advisors
California
$440K +$385K +4,498 New
BEI
410
Benjamin Edwards Inc
Missouri
$437K +$382K +4,464 New
Squarepoint
411
Squarepoint
New York
$436K -$3.68K -43 -1%
SM
412
Sciencast Management
New Jersey
$434K +$380K +4,441 New
SC
413
Steph & Co
Wisconsin
$434K +$8.73K +102 +2%
GWM
414
Gitterman Wealth Management
New Jersey
$433K +$19.5K +228 +5%
MHIC
415
Marble Harbor Investment Counsel
Massachusetts
$433K
LP
416
LMR Partners
United Kingdom
$427K -$267K -3,121 -42%
ABLA
417
Alan B. Lancz & Associates
Ohio
$425K
FTDI
418
First Trust Direct Indexing
Massachusetts
$424K +$17.5K +205 +5%
RRA
419
Round Rock Advisors
Connecticut
$420K
PAS
420
Point72 Asia (Singapore)
Singapore
$413K +$286K +3,348 +382%
WH
421
Whitcomb & Hess
Ohio
$410K
OFG
422
Oxford Financial Group
Indiana
$404K
AFCM
423
Applied Finance Capital Management
Puerto Rico
$399K -$36K -421 -9%
TRCT
424
Tower Research Capital (TRC)
New York
$392K -$845K -9,877 -71%
WI
425
Wahed Invest
New York
$392K +$33.5K +392 +11%

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.