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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
GFM
426
GEN Financial Management
Minnesota
$446K +$454K +4,427 New
SC
427
Steph & Co
Wisconsin
$436K -$10.5K -102 -2%
RRA
428
Round Rock Advisors
Connecticut
$433K
OAM
429
Ostrum Asset Management
France
$429K +$69.2K +675 +19%
ECM
430
Everence Capital Management
Indiana
$428K +$436K +4,250 New
VSQM
431
V-Square Quantitative Management
Illinois
$427K -$61.9K -604 -12%
SSW
432
Smith Shellnut Wilson
Mississippi
$423K +$30.1K +294 +8%
WH
433
Whitcomb & Hess
Ohio
$422K
AWS
434
Atria Wealth Solutions
New York
$418K +$204K +1,986 +92%
OFG
435
Oxford Financial Group
Indiana
$417K +$1.23K +12 +0.3%
AFCM
436
Applied Finance Capital Management
Puerto Rico
$411K
BC
437
Bridgefront Capital
Texas
$409K +$417K +4,067 New
ABLA
438
Alan B. Lancz & Associates
Ohio
$407K -$30.8K -300 -7%
BC
439
Burney Company
Virginia
$402K +$26.5K +258 +7%
LIM
440
Leavell Investment Management
Alabama
$400K
BEI
441
Benjamin Edwards Inc
Missouri
$396K -$54.3K -530 -12%
GT
442
Greenleaf Trust
Michigan
$390K -$4.72K -46 -1%
WI
443
Wahed Invest
New York
$386K -$17.1K -167 -4%
AFG
444
Atomi Financial Group
New York
$386K +$25.5K +249 +7%
Fifth Third Bancorp
445
Fifth Third Bancorp
Ohio
$385K +$5.84K +57 +2%
PI
446
PFG Investments
New York
$384K +$25K +244 +7%
QC
447
Quantessence Capital
New York
$380K +$387K +3,774 New
ACM
448
Argyle Capital Management
Pennsylvania
$379K +$37.5K +366 +11%
RWM
449
Revisor Wealth Management
Ohio
$377K -$232K -2,264 -38%
PCM
450
Prelude Capital Management
New York
$366K +$373K +3,640 New

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.