We are live on ! Find out more

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
Kovitz Investment Group Partners
451
Kovitz Investment Group Partners
Illinois
$365K +$372K +3,629 New
NWAG
452
Net Worth Advisory Group
Utah
$361K +$1.44K +14 +0.4%
CCM
453
Coldstream Capital Management
Washington
$358K -$9.23K -90 -2%
TC
454
TwinBeech Capital
New York
$354K +$360K +3,514 New
GI
455
GAMMA Investing
California
$350K +$56.8K +554 +19%
WPC
456
Wedmont Private Capital
Pennsylvania
$344K +$9.84K +96 +3%
HWM
457
HB Wealth Management
Georgia
$343K -$4.1K -40 -1%
ACIM
458
Azimuth Capital Investment Management
Michigan
$343K
SFA
459
Sequoia Financial Advisors
Ohio
$341K -$169K -1,648 -33%
WIA
460
World Investment Advisors
California
$340K +$30K +293 +9%
MIC
461
Meridian Investment Counsel
California
$337K
OP
462
ORG Partners
Indiana
$337K +$109K +1,068 +47%
CF
463
Copperwynd Financial
Arizona
$336K +$1.95K +19 +0.6%
GFM
464
GF Fund Management
China
$335K +$342K +3,333 New
PWG
465
Portside Wealth Group
Utah
$329K +$29.1K +284 +10%
PK
466
Pflug Koory
Nebraska
$322K -$1.23K -12 -0.4%
QAM
467
Q3 Asset Management
Michigan
$320K +$327K +3,188 New
EM
468
ELCO Management
New York
$319K -$47K -458 -13%
UFF
469
USA Financial Formulas
Michigan
$318K -$42.2K -412 -12%
OFS
470
OneAscent Financial Services
Alabama
$317K -$77.4K -755 -19%
CI Investments Inc
471
CI Investments Inc
Ontario, Canada
$317K +$43.2K +421 +15%
HRCM
472
Hood River Capital Management
Florida
$315K +$180K +1,753 +127%
EWA
473
ERTS Wealth Advisors
Michigan
$308K +$718 +7 +0.2%
BWP
474
BSW Wealth Partners
Colorado
$307K +$5.95K +58 +2%
HAG
475
HighPoint Advisor Group
Illinois
$306K -$10.5K -102 -3%

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.