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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
ACIM
451
Azimuth Capital Investment Management
Michigan
$333K -$2.14K -25 -0.7%
ACM
452
Argyle Capital Management
Pennsylvania
$332K -$94.1K -1,100 -24%
WPC
453
Wedmont Private Capital
Pennsylvania
$331K +$4.36K +51 +1%
MIC
454
Meridian Investment Counsel
California
$327K -$37.7K -441 -12%
CF
455
Copperwynd Financial
Arizona
$324K +$5.65K +66 +2%
HFM
456
Harvest Fund Management
China
$321K +$281K +3,279 +81,975%
PK
457
Pflug Koory
Nebraska
$314K +$275K +3,215 New
HAG
458
HighPoint Advisor Group
Illinois
$313K +$24.6K +288 +10%
GS
459
GTS Securities
New York
$312K +$273K +3,187 New
Capstone Investment Advisors
460
Capstone Investment Advisors
New York
$310K -$2.99K -35 -1%
BFA
461
Bill Few Associates
Pennsylvania
$307K +$5.05K +59 +2%
GWAM
462
Guardian Wealth Advisors (Minnesota)
Minnesota
$306K -$13.9K -163 -5%
Northwestern Mutual Wealth Management
463
Northwestern Mutual Wealth Management
Wisconsin
$305K +$13.8K +161 +5%
EH
464
Equitable Holdings
New York
$303K +$2.4K +28 +0.9%
WIA
465
World Investment Advisors
California
$302K +$264K +3,089 New
FAFN
466
First Affirmative Financial Network
Colorado
$302K +$941 +11 +0.4%
EWA
467
ERTS Wealth Advisors
Michigan
$298K
BWP
468
BSW Wealth Partners
Colorado
$293K +$684 +8 +0.3%
PWG
469
Portside Wealth Group
Utah
$292K +$26.7K +312 +12%
CSPIA
470
Cary Street Partners Investment Advisory
Virginia
$289K +$2.65K +31 +1%
SWM
471
Seed Wealth Management
Illinois
$286K
LA
472
LVW Advisors
New York
$286K
GI
473
GAMMA Investing
California
$286K +$13.5K +158 +6%
DC
474
Davenport & Co
Virginia
$283K -$4.53K -53 -2%
CGL
475
Clarius Group LLC
Washington
$280K +$86 +1 +0%

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.