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Pentair
PNR

Overview Fund Activity

667 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, 210 increasing their positions, 249 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
+34
Holders Change %
+5.37%
% 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
210
Reduced
249
Closed
57
Calls
$143M
Puts
$44.3M
Net Calls
+$98.9M
Net Calls Change
+$44M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$111M
2
Bessemer Group
Bessemer Group
New Jersey
+$88.6M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$38.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$27.6M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$27.3M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$124M
2
KCM
Kodai Capital Management
Illinois
-$118M
3
Millennium Management
Millennium Management
New York
-$102M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$71.3M
5
Morgan Stanley
Morgan Stanley
New York
-$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
451
Harvest Fund Management
China
$321K +$321K +3,279 +81,975%
PK
452
Pflug Koory
Nebraska
$314K +$314K +3,215 New
HAG
453
HighPoint Advisor Group
Illinois
$313K +$28.4K +288 +10%
GS
454
GTS Securities
New York
$312K +$312K +3,187 New
Capstone Investment Advisors
455
Capstone Investment Advisors
New York
$310K -$3.42K -35 -1%
BFA
456
Bill Few Associates
Pennsylvania
$307K +$5.77K +59 +2%
GWAM
457
Guardian Wealth Advisors (Minnesota)
Minnesota
$306K -$15.9K -163 -5%
Northwestern Mutual Wealth Management
458
Northwestern Mutual Wealth Management
Wisconsin
$305K +$15.7K +161 +5%
EH
459
Equitable Holdings
New York
$303K +$2.74K +28 +0.9%
WIA
460
World Investment Advisors
California
$302K +$302K +3,089 New
FAFN
461
First Affirmative Financial Network
Colorado
$302K +$1.08K +11 +0.4%
EWA
462
ERTS Wealth Advisors
Michigan
$298K – – –
BWP
463
BSW Wealth Partners
Colorado
$293K +$782 +8 +0.3%
PWG
464
Portside Wealth Group
Utah
$292K +$30.5K +312 +12%
CSPIA
465
Cary Street Partners Investment Advisory
Virginia
$289K +$3.03K +31 +1%
SWM
466
Seed Wealth Management
Illinois
$286K – – –
LA
467
LVW Advisors
New York
$286K – – –
GI
468
GAMMA Investing
California
$286K +$15.5K +158 +6%
DC
469
Davenport & Co
Virginia
$283K -$5.18K -53 -2%
CGL
470
Clarius Group LLC
Washington
$280K +$98 +1 +0%
FFM
471
Forum Financial Management
Illinois
$275K -$3.23K -33 -1%
CI Investments Inc
472
CI Investments Inc
Ontario, Canada
$266K -$21.3K -218 -7%
Tudor Investment Corp
473
Tudor Investment Corp
Connecticut
$264K -$2.41M -24,651 -90%
SWM
474
SeaCrest Wealth Management
New York
$260K – – –
UCFA
475
United Capital Financial Advisors
Texas
$259K +$259K +2,652 New
17 18
19
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