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715 hedge funds and large institutions have $15.1B invested in Pentair in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $164M | Put options by funds: $54.6M

86% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 58

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 672715 (+43)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

3% more capital invested

Capital invested by funds: $14.6B → $15.1B (+$415M)

0.04% more ownership

Funds ownership: 90.53%90.56% (+0.04%)

Holders
715
Holders Change
+43
Holders Change %
+6.4%
% of All Funds
9.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
108
Increased
256
Reduced
237
Closed
58
Calls
$164M
Puts
$54.6M
Net Calls
+$109M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
401
Capstone Investment Advisors
New York
$547K +$232K +2,267 +72%
GWM
402
Gibbs Wealth Management
Georgia
$545K +$84.5K +824 +18%
SB
403
Strategic Blueprint
Georgia
$543K -$104K -1,012 -16%
AAS
404
Annex Advisory Services
Wisconsin
$540K +$15.5K +151 +3%
SI
405
Stephens Inc
Arkansas
$540K +$4.61K +45 +0.8%
GXJ
406
Global X Japan
Japan
$527K +$20.4K +199 +4%
QL
407
Quarry LP
New York
$518K +$501K +4,888 +1,873%
MSFS
408
Main Street Financial Solutions
Pennsylvania
$518K -$8.3K -81 -2%
GRP
409
Global Retirement Partners
California
$514K +$130K +1,269 +33%
TI
410
Trexquant Investment
Connecticut
$514K +$524K +5,110 New
AS
411
Altshuler Shaham
Israel
$514K -$235K -2,290 -31%
KWM
412
Kingsview Wealth Management
Oregon
$510K +$261K +2,544 +101%
RMDI
413
R.M. Davis Inc
Maine
$507K
AAS
414
Avantax Advisory Services
Texas
$498K +$45.1K +440 +10%
HNW
415
High Note Wealth
Minnesota
$493K
KAS
416
Kestra Advisory Services
Texas
$491K +$139K +1,353 +38%
AC
417
Allstate Corporation
Illinois
$491K +$500K +4,876 New
SOW
418
State of Wyoming
Wyoming
$486K -$17.7K -173 -3%
GWM
419
Gitterman Wealth Management
New Jersey
$475K +$30K +293 +7%
SWM
420
Shakespeare Wealth Management
Wisconsin
$474K -$11.7K -114 -2%
PF
421
Phoenix Financial
Israel
$469K -$12.8K -125 -3%
IMCOOI
422
Investment Management Corp of Ontario (IMCO)
Canada
$468K -$92.3K -900 -16%
BP
423
Ballentine Partners
Massachusetts
$461K +$68.8K +671 +17%
EWA
424
EP Wealth Advisors
California
$447K -$5.84K -57 -1%
MHIC
425
Marble Harbor Investment Counsel
Massachusetts
$446K

PNR Hedge Fund Activity: Q4 2024 in Review

715 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2024, worth a combined $15.1B — up 2.8% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new PNR positions and 58 closed out — a net gain of 50 holders — while 256 added to existing stakes and 237 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $179M. The largest seller was Impax Asset Management Group, cutting an estimated $262M.

  • 715 institutional investors held Pentair (PNR) as of Q4 2024, up from 672 in Q3 2024.
  • Funds reported $15.1B of Pentair stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 108 funds opened new Pentair positions in Q4 2024 and 58 closed out, a net change of +50 holders.
  • The largest Pentair buyer in Q4 2024 was Citadel Advisors, an estimated $179M added.
  • The largest Pentair seller in Q4 2024 was Impax Asset Management Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2024.