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Pentair

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
FFM
476
Forum Financial Management
Illinois
$275K -$2.82K -33 -1%
CI Investments Inc
477
CI Investments Inc
Ontario, Canada
$266K -$18.7K -218 -7%
Tudor Investment Corp
478
Tudor Investment Corp
Connecticut
$264K -$2.11M -24,651 -90%
SWM
479
SeaCrest Wealth Management
New York
$260K
UCFA
480
United Capital Financial Advisors
Texas
$259K +$227K +2,652 New
MFG
481
Merit Financial Group
Georgia
$259K -$141K -1,650 -38%
AWM
482
Apollon Wealth Management
South Carolina
$256K +$224K +2,621 New
CAMG
483
CWA Asset Management Group
Florida
$253K +$222K +2,592 New
CA
484
Claro Advisors
Massachusetts
$249K +$218K +2,546 New
BONH
485
Bank of New Hampshire
New Hampshire
$248K
KWM
486
Kingsview Wealth Management
Oregon
$247K +$216K +2,528 New
FHA
487
Flagship Harbor Advisors
Massachusetts
$245K +$215K +2,510 New
TW
488
Trajan Wealth
Arizona
$243K -$11.6K -135 -5%
CAM
489
Claret Asset Management
Quebec, Canada
$243K +$213K +2,490 New
IFU
490
iSAM Funds (UK)
United Kingdom
$241K +$211K +2,467 New
CI
491
CX Institutional
Indiana
$238K +$208K +2,435 New
FCH
492
Freestone Capital Holdings
Washington
$237K +$208K +2,426 New
PTC
493
Philadelphia Trust Company
Pennsylvania
$235K +$205K +2,399 New
BFS
494
Bradley Foster & Sargent
Connecticut
$232K +$203K +2,375 New
GC
495
Guggenheim Capital
Illinois
$232K -$37.3K -436 -16%
HAIM
496
Hunter Associates Investment Management
Pennsylvania
$231K +$202K +2,363 New
AF
497
Affiance Financial
Minnesota
$230K +$201K +2,351 New
NG
498
Norden Group
Utah
$226K +$198K +2,314 New
LFG
499
Larson Financial Group
Missouri
$223K -$6.5K -76 -3%
OP
500
ORG Partners
Indiana
$223K -$530K -6,200 -73%

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.