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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
Nomura Asset Management
26
Nomura Asset Management
Japan
$124M -$7.21M -84,290 -6%
KBC Group
27
KBC Group
Belgium
$118M +$112K +1,308 +0.1%
KCM
28
Kodai Capital Management
Illinois
$113M -$103M -1,206,513 -51%
Mirae Asset Global ETFs Holdings
29
Mirae Asset Global ETFs Holdings
Hong Kong
$109M +$2.45M +28,637 +3%
RS
30
Robeco Schweiz
Switzerland
$109M -$7.82M -91,355 -8%
First Trust Advisors
31
First Trust Advisors
Illinois
$101M +$9.27M +108,389 +12%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$98M -$4.09M -47,755 -5%
Bessemer Group
33
Bessemer Group
New Jersey
$91.6M +$77.5M +906,326 +3,022%
IP
34
Interval Partners
New York
$84.8M -$7.57M -88,531 -9%
JP Morgan Chase
35
JP Morgan Chase
New York
$82.2M -$37.4M -436,787 -34%
AQR Capital Management
36
AQR Capital Management
Connecticut
$75.3M +$9.11M +106,469 +16%
Bank of America
37
Bank of America
North Carolina
$72.5M +$4.27M +49,934 +7%
Aberdeen Group
38
Aberdeen Group
United Kingdom
$70.3M +$3.28M +38,329 +6%
Goldman Sachs
39
Goldman Sachs
New York
$68.4M -$7.16M -83,738 -11%
VF
40
Vest Financial
Virginia
$57.5M +$2.74M +32,032 +6%
UBS Group
41
UBS Group
Switzerland
$55.8M +$297K +3,475 +0.6%
Axa
42
Axa
France
$55.7M -$2.16M -25,270 -4%
Parnassus Investments
43
Parnassus Investments
California
$53.6M -$1.25M -14,607 -3%
SSA
44
Schonfeld Strategic Advisors
New York
$52.4M -$28.3M -330,670 -38%
Allianz Asset Management
45
Allianz Asset Management
Germany
$51.9M -$22.2M -260,023 -33%
WP
46
Woodline Partners
California
$49.4M -$9.67M -112,974 -18%
N
47
Nuveen
North Carolina
$48.8M -$568K -6,641 -1%
Fidelity International
48
Fidelity International
Bermuda
$48.3M -$1.22M -14,318 -3%
Swiss National Bank
49
Swiss National Bank
Switzerland
$48.2M +$282K +3,300 +0.7%
Balyasny Asset Management
50
Balyasny Asset Management
Illinois
$47.8M -$62.3M -728,674 -60%

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.