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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
BFA
476
Bill Few Associates
Pennsylvania
$305K -$10.8K -105 -3%
BAM
477
Blueshift Asset Management
New Jersey
$300K +$306K +2,980 New
EH
478
Equitable Holdings
New York
$297K -$15.2K -148 -5%
MAS
479
Meeder Advisory Services
Ohio
$297K +$302K +2,950 New
FAFN
480
First Affirmative Financial Network
Colorado
$297K -$13.7K -134 -4%
DC
481
Davenport & Co
Virginia
$296K +$4.1K +40 +1%
JFG
482
Jefferies Financial Group
New York
$295K +$301K +2,932 New
TFGT
483
TS Financial Group (TSFG)
Illinois
$295K +$301K +2,933 New
SWM
484
Seed Wealth Management
Illinois
$295K
FMLI
485
Fukoku Mutual Life Insurance
Japan
$293K -$98.4K -960 -25%
LA
486
LVW Advisors
New York
$292K -$2.56K -25 -0.9%
SWP
487
Stratos Wealth Partners
Ohio
$289K +$294K +2,867 New
GWAM
488
Guardian Wealth Advisors (Minnesota)
Minnesota
$288K -$27.9K -272 -9%
FFM
489
Forum Financial Management
Illinois
$287K +$4.61K +45 +2%
William Blair & Company
490
William Blair & Company
Illinois
$285K +$290K +2,830 New
PTC
491
Petrus Trust Company
Texas
$283K +$288K +2,812 New
CSP
492
Cary Street Partners
Virginia
$278K +$283K +2,761 New
GC
493
Guggenheim Capital
Illinois
$275K +$36.9K +360 +15%
SWM
494
SeaCrest Wealth Management
New York
$273K +$5.64K +55 +2%
PA
495
PharVision Advisers
Florida
$268K +$273K +2,663 New
CAMG
496
CWA Asset Management Group
Florida
$265K +$4.1K +40 +2%
OFA
497
Oak Family Advisors
Illinois
$264K -$854K -8,331 -76%
UCFA
498
United Capital Financial Advisors
Texas
$260K -$6.56K -64 -2%
Wealthfront Advisers
499
Wealthfront Advisers
California
$260K +$34.7K +338 +15%
NG
500
Norden Group
Utah
$258K +$25.7K +251 +11%

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.