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Pentair
PNR

Overview Fund Activity

633 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, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
9.21%
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
234
Reduced
218
Closed
56
Calls
$108M
Puts
$52.6M
Net Calls
+$54.9M
Net Calls Change
-$22.9M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$134M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$160M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$93.3M
4
IP
Interval Partners
New York
$73.3M
5
UBS AM
UBS AM
Illinois
$255M

Top Sellers

1
SCA
Southpoint Capital Advisors
New York
$0
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.4M
3
Allianz Asset Management
Allianz Asset Management
Germany
$60.6M
4
ATN
AMF Tjänstepension
Sweden
$0
5
Select Equity Group
Select Equity Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
451
Equitable Holdings
New York
$235K +$690 +9 +0.3%
EWA
452
ERTS Wealth Advisors
Michigan
$234K – – –
BWP
453
BSW Wealth Partners
Colorado
$229K +$9.35K +122 +4%
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$226K -$15.2K -198 -6%
DC
455
Davenport & Co
Virginia
$226K +$1.76K +23 +0.8%
CI Investments Inc
456
CI Investments Inc
Ontario, Canada
$226K +$18.4K +240 +9%
GRP
457
Global Retirement Partners
California
$226K -$2.45K -32 -1%
SWM
458
Seed Wealth Management
Illinois
$225K – – –
LA
459
LVW Advisors
New York
$224K – – –
CSPIA
460
Cary Street Partners Investment Advisory
Virginia
$224K +$9.89K +129 +5%
HI
461
Horizon Investments
North Carolina
$221K +$30.1K +394 +16%
CGL
462
Clarius Group LLC
Washington
$220K -$10.5K -137 -5%
FFM
463
Forum Financial Management
Illinois
$218K +$307 +4 +0.1%
GC
464
Guggenheim Capital
Illinois
$215K -$206K -2,686 -49%
GI
465
GAMMA Investing
California
$212K +$138K +1,804 +188%
SFA
466
Sequoia Financial Advisors
Ohio
$211K +$15.6K +204 +8%
PA
467
Profund Advisors
Maryland
$208K -$2.15K -28 -1%
BCM
468
Bayesian Capital Management
New York
$206K +$206K +2,688 New
PWG
469
Portside Wealth Group
Utah
$205K +$13.5K +176 +7%
SWM
470
SeaCrest Wealth Management
New York
$204K -$3.6K -47 -2%
TW
471
Trajan Wealth
Arizona
$201K -$15.9K -208 -7%
MG
472
Mather Group
Illinois
$199K +$855 +10 +0.4%
BONH
473
Bank of New Hampshire
New Hampshire
$195K – – –
LFG
474
Larson Financial Group
Missouri
$181K -$2.3K -30 -1%
SIA
475
Sit Investment Associates
Minnesota
$159K -$25.2K -330 -14%
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