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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
Nomura Asset Management
26
Nomura Asset Management
Japan
$120M -$8.19M -79,863 -6%
Mirae Asset Global ETFs Holdings
27
Mirae Asset Global ETFs Holdings
Hong Kong
$119M +$6.56M +64,008 +6%
UBS Group
28
UBS Group
Switzerland
$118M +$61.9M +603,718 +106%
KBC Group
29
KBC Group
Belgium
$104M -$16.9M -164,803 -14%
Swedbank
30
Swedbank
Sweden
$103M -$33.8M -330,000 -24%
AQR Capital Management
31
AQR Capital Management
Connecticut
$102M +$23.8M +232,525 +30%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$102M +$762K +7,434 +0.7%
First Trust Advisors
33
First Trust Advisors
Illinois
$95.2M -$8.41M -82,045 -8%
IP
34
Interval Partners
New York
$90.2M +$2.98M +29,090 +3%
Allianz Asset Management
35
Allianz Asset Management
Germany
$89.4M +$36.7M +357,523 +67%
RS
36
Robeco Schweiz
Switzerland
$87.7M -$24.5M -238,974 -22%
JP Morgan Chase
37
JP Morgan Chase
New York
$78.5M -$6.19M -60,347 -7%
Aberdeen Group
38
Aberdeen Group
United Kingdom
$70.6M -$2.21M -21,517 -3%
PAM
39
Panagora Asset Management
Massachusetts
$66.7M +$67.9M +662,503 New
Goldman Sachs
40
Goldman Sachs
New York
$66.1M -$4.35M -42,387 -6%
Millennium Management
41
Millennium Management
New York
$65.5M -$128M -1,248,265 -66%
SSA
42
Schonfeld Strategic Advisors
New York
$62.2M +$8.45M +82,410 +15%
Bank of America
43
Bank of America
North Carolina
$61.4M -$13.5M -131,477 -18%
Teacher Retirement System of Texas
44
Teacher Retirement System of Texas
Texas
$60.9M +$42.6M +415,163 +219%
VF
45
Vest Financial
Virginia
$57.5M -$1.71M -16,722 -3%
Axa
46
Axa
France
$54.9M -$2.38M -23,198 -4%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$54.9M +$12.8M +124,810 +30%
Parnassus Investments
48
Parnassus Investments
California
$52M -$3.17M -30,913 -6%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$49.8M +$649K +6,335 +1%
Barclays
50
Barclays
United Kingdom
$47.9M -$999K -9,747 -2%

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.