PNR icon

Pentair
PNR

Overview Fund Activity

667 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, 210 increasing their positions, 249 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
667
Holders Change
+34
Holders Change %
+5.37%
% 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
210
Reduced
249
Closed
57
Calls
$143M
Puts
$44.3M
Net Calls
+$98.9M
Net Calls Change
+$44M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$111M
2
Bessemer Group
Bessemer Group
New Jersey
+$88.6M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$38.7M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$27.6M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$27.3M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$124M
2
KCM
Kodai Capital Management
Illinois
-$118M
3
Millennium Management
Millennium Management
New York
-$102M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$71.3M
5
Morgan Stanley
Morgan Stanley
New York
-$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
476
Merit Financial Group
Georgia
$259K -$161K -1,650 -38%
AWM
477
Apollon Wealth Management
South Carolina
$256K +$256K +2,621 New
CAMG
478
CWA Asset Management Group
Florida
$253K +$253K +2,592 New
CA
479
Claro Advisors
Massachusetts
$249K +$249K +2,546 New
BONH
480
Bank of New Hampshire
New Hampshire
$248K – – –
KWM
481
Kingsview Wealth Management
Oregon
$247K +$247K +2,528 New
FHA
482
Flagship Harbor Advisors
Massachusetts
$245K +$245K +2,510 New
TW
483
Trajan Wealth
Arizona
$243K -$13.2K -135 -5%
CAM
484
Claret Asset Management
Quebec, Canada
$243K +$243K +2,490 New
IFU
485
iSAM Funds (UK)
United Kingdom
$241K +$241K +2,467 New
CI
486
CX Institutional
Indiana
$238K +$238K +2,435 New
FCH
487
Freestone Capital Holdings
Washington
$237K +$237K +2,426 New
PTC
488
Philadelphia Trust Company
Pennsylvania
$235K +$235K +2,399 New
BFS
489
Bradley Foster & Sargent
Connecticut
$232K +$232K +2,375 New
GC
490
Guggenheim Capital
Illinois
$232K -$42.6K -436 -16%
HAIM
491
Hunter Associates Investment Management
Pennsylvania
$231K +$231K +2,363 New
AF
492
Affiance Financial
Minnesota
$230K +$230K +2,351 New
NG
493
Norden Group
Utah
$226K +$226K +2,314 New
LFG
494
Larson Financial Group
Missouri
$223K -$7.43K -76 -3%
OP
495
ORG Partners
Indiana
$223K -$606K -6,200 -73%
MG
496
Mather Group
Illinois
$223K -$5.28K -54 -2%
I
497
IMPACTfolio
Colorado
$221K +$221K +2,255 New
HBWM
498
Hollow Brook Wealth Management
New York
$220K +$220K +2,246 New
Wealthfront Advisers
499
Wealthfront Advisers
California
$219K +$219K +2,242 New
HI
500
Horizon Investments
North Carolina
$219K -$63.4K -650 -22%
18 19
20
21 22