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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
CGL
501
Clarius Group LLC
Washington
$257K -$32.3K -315 -11%
BONH
502
Bank of New Hampshire
New Hampshire
$256K
AB
503
ANB Bank
Colorado
$256K +$260K +2,540 New
CAM
504
Claret Asset Management
Quebec, Canada
$252K +$1.74K +17 +0.7%
EWA
505
EverSource Wealth Advisors
Alabama
$247K +$84.7K +826 +51%
MSA
506
MUFG Securities Americas
New York
$245K +$250K +2,439 New
CI
507
CX Institutional
Indiana
$245K +$308 +3 +0.1%
FCH
508
Freestone Capital Holdings
Washington
$244K
OF
509
Optimize Financial
California
$243K +$248K +2,416 New
PTC
510
Philadelphia Trust Company
Pennsylvania
$241K
BA
511
Bridgewater Associates
Connecticut
$239K +$244K +2,377 New
BFS
512
Bradley Foster & Sargent
Connecticut
$239K
HAIM
513
Hunter Associates Investment Management
Pennsylvania
$238K
ACA
514
Aptus Capital Advisors
Alabama
$237K +$31.1K +303 +15%
AF
515
Affiance Financial
Minnesota
$237K
OWM
516
OneAscent Wealth Management
Alabama
$233K -$131K -1,282 -36%
BBA
517
Baader Bank Aktiengesellschaft
Germany
$230K -$176K -1,712 -43%
VI
518
Vestcor Inc
New Brunswick, Canada
$230K -$155K -1,509 -40%
MG
519
Mather Group
Illinois
$228K -$1.44K -14 -0.6%
TW
520
Trajan Wealth
Arizona
$227K -$23.7K -231 -9%
HI
521
Horizon Investments
North Carolina
$227K +$1.84K +18 +0.8%
NRD
522
Nebula Research & Development
New York
$227K +$231K +2,254 New
HBWM
523
Hollow Brook Wealth Management
New York
$226K
AssetMark Inc
524
AssetMark Inc
California
$225K +$94.1K +918 +70%
I
525
IMPACTfolio
Colorado
$224K -$3.38K -33 -1%

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.