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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
Deutsche Bank
26
Deutsche Bank
Germany
$94.1M +$1.17M +14,556 +1%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$93.3M +$78.5M +974,672 +402%
RS
28
Robeco Schweiz
Switzerland
$92.2M -$6.1M -75,772 -6%
KBC Group
29
KBC Group
Belgium
$92.1M +$829K +10,286 +0.9%
CCMG
30
Clark Capital Management Group
Pennsylvania
$88.3M -$13.9M -171,918 -13%
Swedbank
31
Swedbank
Sweden
$87.9M +$806K +10,000 +0.9%
Mirae Asset Global ETFs Holdings
32
Mirae Asset Global ETFs Holdings
Hong Kong
$83.4M +$87.6M +1,087,377 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$80.5M -$26.2M -325,576 -24%
IP
34
Interval Partners
New York
$73.3M +$57.2M +710,253 +289%
First Trust Advisors
35
First Trust Advisors
Illinois
$70.5M +$1.5M +18,613 +2%
SSA
36
Schonfeld Strategic Advisors
New York
$66.4M +$26.2M +324,888 +60%
Allianz Asset Management
37
Allianz Asset Management
Germany
$60.6M -$55.3M -685,924 -46%
Goldman Sachs
38
Goldman Sachs
New York
$60M +$10.3M +127,755 +20%
Bank of America
39
Bank of America
North Carolina
$53.1M -$2.35M -29,156 -4%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$52.5M +$216K +2,684 +0.4%
AQR Capital Management
41
AQR Capital Management
Connecticut
$51.6M +$16.7M +207,830 +45%
WP
42
Woodline Partners
California
$47.4M -$20.5M -254,402 -29%
Axa
43
Axa
France
$45.6M +$12.1M +149,715 +34%
UBS Group
44
UBS Group
Switzerland
$43.5M +$7.57M +93,970 +20%
Parnassus Investments
45
Parnassus Investments
California
$43.1M -$3.87M -48,055 -8%
VF
46
Vest Financial
Virginia
$42.6M +$2.74M +34,066 +7%
Zurich Cantonal Bank
47
Zurich Cantonal Bank
Switzerland
$40.5M +$4.11M +51,004 +11%
Fidelity International
48
Fidelity International
Bermuda
$38.9M +$8.04M +99,820 +24%
N
49
Nuveen
North Carolina
$38.7M -$6.43M -79,853 -14%
Swiss National Bank
50
Swiss National Bank
Switzerland
$37.5M -$443K -5,500 -1%

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.