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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
$282M
2
Bessemer Group
Bessemer Group
New Jersey
$91.6M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$43.2M
4
CCMG
Clark Capital Management Group
Pennsylvania
$140M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$30.2M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$743M
2
KCM
Kodai Capital Management
Illinois
$113M
3
Millennium Management
Millennium Management
New York
$186M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$47.8M
5
Morgan Stanley
Morgan Stanley
New York
$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
501
Atria Wealth Solutions
New York
$212K +$212K +2,164 New
CCA
502
Checchi Capital Advisers
California
$211K +$211K +2,155 New
PWMAG
503
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$210K +2,152 New
ISL
504
Ingalls & Snyder LLC
New York
$210K +$210K +2,150 New
MIM
505
Marco Investment Management
Georgia
$205K +$205K +2,100 New
ACA
506
Aptus Capital Advisors
Alabama
$200K +$200K +2,050 New
VFA
507
Values First Advisors
Tennessee
$178K +$178K +1,820 New
AIM
508
Anchor Investment Management
South Carolina
$173K -$3.42K -35 -2%
AIP
509
Ameritas Investment Partners
Nebraska
$171K – – –
EWA
510
EverSource Wealth Advisors
Alabama
$159K +$28.7K +294 +22%
QCG
511
Quadrant Capital Group
Ohio
$158K -$782 -8 -0.5%
TFA
512
Transamerica Financial Advisors
Florida
$146K +$140K +1,425 +2,415%
NIMI
513
Natixis Investment Managers International
France
$144K -$29.6K -303 -17%
MFG
514
Mendota Financial Group
Wisconsin
$142K – – –
HRCM
515
Hood River Capital Management
Florida
$135K +$10.8K +110 +9%
WTC
516
WhitTier Trust Company
Nevada
$131K +$16.3K +167 +14%
AssetMark Inc
517
AssetMark Inc
California
$129K +$99.2K +1,014 +332%
EDRH
518
Edmond de Rothschild Holding
Switzerland
$123K – – –
CFM
519
Catalyst Funds Management
Australia
$117K +$117K +1,200 New
WSFS
520
Wilmington Savings Fund Society
Delaware
$117K +$117K +1,200 New
S
521
SignatureFD
Georgia
$107K +$9.88K +101 +10%
FFA
522
Farther Finance Advisors
California
$105K -$685 -7 -0.6%
SIA
523
Sit Investment Associates
Minnesota
$102K -$102K -1,040 -50%
IRC
524
Investors Research Corp
Georgia
$97.8K – – –
BBHC
525
Brown Brothers Harriman & Co
New York
$95.6K +$293 +3 +0.3%
19 20
21
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