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Pentair

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
MIC
426
Meridian Investment Counsel
California
$291K
UFF
427
USA Financial Formulas
Michigan
$288K -$45.4K -563 -13%
IMCOOI
428
Investment Management Corp of Ontario (IMCO)
Canada
$288K +$88.6K +1,100 +41%
BC
429
Burney Company
Virginia
$287K
CF
430
Copperwynd Financial
Arizona
$286K -$2.01K -25 -0.8%
TSS
431
Two Sigma Securities
New York
$279K -$38.6K -479 -12%
WI
432
Wahed Invest
New York
$277K +$33.4K +414 +13%
PI
433
PFG Investments
New York
$276K +$15.6K +194 +6%
GT
434
Greenleaf Trust
Michigan
$273K +$4.51K +56 +2%
MFS
435
Mirabella Financial Services
United Kingdom
$270K +$283K +3,518 New
WPC
436
Wedmont Private Capital
Pennsylvania
$270K +$10.3K +128 +4%
BCI
437
Brinker Capital Investments
Pennsylvania
$269K -$18.4K -228 -6%
OPS
438
Orion Portfolio Solutions
Nebraska
$269K -$18.4K -228 -6%
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$267K +$10.4K +129 +4%
WEG
440
World Equity Group
Illinois
$266K
ACIM
441
Azimuth Capital Investment Management
Michigan
$263K -$725 -9 -0.3%
HAG
442
HighPoint Advisor Group
Illinois
$255K +$4.27K +53 +2%
GWAM
443
Guardian Wealth Advisors (Minnesota)
Minnesota
$253K -$9.43K -117 -3%
CCM
444
Coldstream Capital Management
Washington
$247K +$23K +286 +10%
Capstone Investment Advisors
445
Capstone Investment Advisors
New York
$246K -$18.7K -232 -7%
LIM
446
Leavell Investment Management
Alabama
$245K
IGAM
447
iA Global Asset Management
Quebec, Canada
$244K +$257K +3,188 New
SP
448
Systematic Portfolios
New York
$244K +$256K +3,178 New
MM
449
MQS Management
New York
$242K +$35.2K +437 +16%
AFG
450
Atomi Financial Group
New York
$240K +$252K +3,131 New

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.