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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
MG
501
Mather Group
Illinois
$223K -$4.62K -54 -2%
I
502
IMPACTfolio
Colorado
$221K +$193K +2,255 New
HBWM
503
Hollow Brook Wealth Management
New York
$220K +$192K +2,246 New
Wealthfront Advisers
504
Wealthfront Advisers
California
$219K +$192K +2,242 New
HI
505
Horizon Investments
North Carolina
$219K -$55.6K -650 -22%
AWS
506
Atria Wealth Solutions
New York
$212K +$185K +2,164 New
CCA
507
Checchi Capital Advisers
California
$211K +$184K +2,155 New
PWMAG
508
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$184K +2,152 New
ISL
509
Ingalls & Snyder LLC
New York
$210K +$184K +2,150 New
MIM
510
Marco Investment Management
Georgia
$205K +$180K +2,100 New
ACA
511
Aptus Capital Advisors
Alabama
$200K +$175K +2,050 New
VFA
512
Values First Advisors
Tennessee
$178K +$156K +1,820 New
AIM
513
Anchor Investment Management
South Carolina
$173K -$2.99K -35 -2%
AIP
514
Ameritas Investment Partners
Nebraska
$171K
EWA
515
EverSource Wealth Advisors
Alabama
$159K +$25.2K +294 +22%
QCG
516
Quadrant Capital Group
Ohio
$158K -$684 -8 -0.5%
TFA
517
Transamerica Financial Advisors
Florida
$146K +$122K +1,425 +2,415%
NIMI
518
Natixis Investment Managers International
France
$144K -$25.9K -303 -17%
MFG
519
Mendota Financial Group
Wisconsin
$142K
HRCM
520
Hood River Capital Management
Florida
$135K +$9.41K +110 +9%
WTC
521
WhitTier Trust Company
Nevada
$131K +$14.3K +167 +14%
AssetMark Inc
522
AssetMark Inc
California
$129K +$86.8K +1,014 +332%
EDRH
523
Edmond de Rothschild Holding
Switzerland
$123K
CFM
524
Catalyst Funds Management
Australia
$117K +$103K +1,200 New
WSFS
525
Wilmington Savings Fund Society
Delaware
$117K +$103K +1,200 New

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.