Pentair
636 hedge funds and large institutions have $13B invested in Pentair in 2024 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 196 increasing their positions, 240 reducing their positions, and 47 closing their positions.
208% more call options, than puts
Call options by funds: $115M | Put options by funds: $37.5M
66% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 47
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
14% more capital invested
Capital invested by funds: $11.4B → $13B (+$1.62B)
4% more funds holding
Funds holding: 609 → 636 (+27)
2.44% less ownership
Funds ownership: 94.99% → 92.55% (-2.4%)
18% less repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 240
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$93.1M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$82.3M |
| 3 |
Swedbank
Stockholm,
Sweden
|
+$76.9M |
| 4 |
JP Morgan Chase
New York
|
+$44.2M |
| 5 |
Nomura Asset Management
Tokyo,
Japan
|
+$41.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$310M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$107M |
| 3 |
Select Equity Group
New York
|
-$104M |
| 4 |
BlackRock
New York
|
-$61.2M |
| 5 |
Parnassus Investments
San Francisco,
California
|
-$53.9M |
PNR Hedge Fund Activity: Q1 2024 in Review
636 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q1 2024, worth a combined $13B — up 14% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new PNR positions and 47 closed out — a net gain of 31 holders — while 196 added to existing stakes and 240 trimmed.
The largest buyer was DekaBank Deutsche Girozentrale, adding an estimated $93.1M. The largest seller was Morgan Stanley, cutting an estimated $310M.
- 636 institutional investors held Pentair (PNR) as of Q1 2024, up from 609 in Q4 2023.
- Funds reported $13B of Pentair stock for Q1 2024, up 14% quarter-over-quarter.
- 78 funds opened new Pentair positions in Q1 2024 and 47 closed out, a net change of +31 holders.
- The largest Pentair buyer in Q1 2024 was DekaBank Deutsche Girozentrale, an estimated $93.1M added.
- The largest Pentair seller in Q1 2024 was Morgan Stanley, an estimated $310M sold.
Based on aggregated 13F filings for Q1 2024.