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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
HWM
451
HB Wealth Management
Georgia
$236K +$24K +298 +11%
BFA
452
Bill Few Associates
Pennsylvania
$236K -$22.6K -280 -8%
FAFN
453
First Affirmative Financial Network
Colorado
$236K +$3.14K +39 +1%
EH
454
Equitable Holdings
New York
$235K +$725 +9 +0.3%
EWA
455
ERTS Wealth Advisors
Michigan
$234K
BWP
456
BSW Wealth Partners
Colorado
$229K +$9.83K +122 +4%
Northwestern Mutual Wealth Management
457
Northwestern Mutual Wealth Management
Wisconsin
$226K -$16K -198 -6%
DC
458
Davenport & Co
Virginia
$226K +$1.85K +23 +0.8%
CI Investments Inc
459
CI Investments Inc
Ontario, Canada
$226K +$19.3K +240 +9%
GRP
460
Global Retirement Partners
California
$226K -$2.58K -32 -1%
SWM
461
Seed Wealth Management
Illinois
$225K
LA
462
LVW Advisors
New York
$224K
CSPIA
463
Cary Street Partners Investment Advisory
Virginia
$224K +$10.4K +129 +5%
HI
464
Horizon Investments
North Carolina
$221K +$31.7K +394 +16%
CGL
465
Clarius Group LLC
Washington
$220K -$11K -137 -5%
FFM
466
Forum Financial Management
Illinois
$218K +$322 +4 +0.1%
GC
467
Guggenheim Capital
Illinois
$215K -$216K -2,686 -49%
GI
468
GAMMA Investing
California
$212K +$145K +1,804 +188%
SFA
469
Sequoia Financial Advisors
Ohio
$211K +$16.4K +204 +8%
PA
470
Profund Advisors
Maryland
$208K -$2.26K -28 -1%
BCM
471
Bayesian Capital Management
New York
$206K +$217K +2,688 New
PWG
472
Portside Wealth Group
Utah
$205K +$14.2K +176 +7%
SWM
473
SeaCrest Wealth Management
New York
$204K -$3.79K -47 -2%
TW
474
Trajan Wealth
Arizona
$201K -$16.8K -208 -7%
MG
475
Mather Group
Illinois
$199K +$806 +10 +0.4%

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.