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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
BBA
426
Baader Bank Aktiengesellschaft
Germany
$391K +$342K +4,000 New
LIM
427
Leavell Investment Management
Alabama
$389K +$66.4K +776 +24%
GT
428
Greenleaf Trust
Michigan
$383K +$31.1K +364 +10%
BP
429
Ballentine Partners
Massachusetts
$382K +$4.36K +51 +1%
SSW
430
Smith Shellnut Wilson
Mississippi
$382K
OFS
431
OneAscent Financial Services
Alabama
$382K -$154K -1,797 -32%
FMLI
432
Fukoku Mutual Life Insurance
Japan
$378K
GRP
433
Global Retirement Partners
California
$376K +$77K +900 +31%
VI
434
Vestcor Inc
New Brunswick, Canada
$371K
MPM
435
MBB Public Markets
Illinois
$370K -$635K -7,420 -66%
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$368K +$24K +280 +8%
BC
437
Burney Company
Virginia
$366K
CCM
438
Coldstream Capital Management
Washington
$361K +$37K +433 +13%
TCM
439
Teza Capital Management
Illinois
$355K +$310K +3,628 New
EM
440
ELCO Management
New York
$354K -$51.1K -597 -14%
IGAM
441
iA Global Asset Management
Quebec, Canada
$353K +$36K +421 +13%
OWM
442
OneAscent Wealth Management
Alabama
$352K -$17.3K -202 -5%
OAM
443
Ostrum Asset Management
France
$351K -$120K -1,399 -28%
AFG
444
Atomi Financial Group
New York
$351K +$39.1K +457 +15%
NWAG
445
Net Worth Advisory Group
Utah
$349K +$306K +3,574 New
UFF
446
USA Financial Formulas
Michigan
$349K -$16K -187 -5%
PI
447
PFG Investments
New York
$349K -$2.22K -26 -0.7%
KAS
448
Kestra Advisory Services
Texas
$345K -$74.8K -874 -20%
WEG
449
World Equity Group
Illinois
$340K
HWM
450
HB Wealth Management
Georgia
$338K +$31.9K +373 +12%

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.