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Pentair

636 hedge funds and large institutions have $11.8B invested in Pentair in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 235 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $108M | Put options by funds: $52.6M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

7% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 220

0.12% more ownership

Funds ownership: 92.55%92.66% (+0.12%)

0% more funds holding

Funds holding: 636636 (0)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.23B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
636
Holders Change
Holders Change %
0%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
67
Increased
235
Reduced
220
Closed
57
Calls
$108M
Puts
$52.6M
Net Calls
+$54.9M
Net Calls Change
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
526
Steward Partners Investment Advisory
New York
$22.6K -$9.51K -118 -29%
AGWCA
527
Annis Gardner Whiting Capital Advisors
Florida
$21.9K +$4.03K +50 +21%
FFO
528
Fortitude Family Office
Arizona
$20.2K
HPC
529
HM Payson & Co
Maine
$19.9K
PPC
530
Park Place Capital
Alabama
$18.4K
IA
531
IFP Advisors
Florida
$17K +$483 +6 +3%
BTI
532
Blue Trust Inc
Georgia
$16.9K +$14K +174 +725%
GIA
533
GHP Investment Advisors
Colorado
$16.3K +$2.66K +33 +18%
AP
534
Aspect Partners
Virginia
$15.5K +$81 +1 +0.5%
CWP
535
Concord Wealth Partners
Virginia
$15.3K
TCOV
536
Trust Company of Vermont
Vermont
$15.3K
SN
537
Sittner & Nelson
Oregon
$15K
MAM
538
Meeder Asset Management
Ohio
$13.8K +$14.5K +180 New
SSB
539
Sandy Spring Bank
Maryland
$12.7K -$81 -1 -0.6%
CCA
540
Catalyst Capital Advisors
New York
$12.3K -$1.77K -22 -12%
MRC
541
Millburn Ridgefield Corp
New York
$12.3K -$1.77K -22 -12%
JWA
542
JFS Wealth Advisors
Pennsylvania
$11.7K -$161 -2 -1%
GWSA
543
Global Wealth Strategies & Associates
Colorado
$11.7K
HWA
544
HHM Wealth Advisors
Tennessee
$11.5K +$12.1K +150 New
CFB
545
Cullen/Frost Bankers
Texas
$11.2K
BIA
546
Bell Investment Advisors
California
$11.2K +$3.71K +46 +46%
Citadel Advisors
547
Citadel Advisors
Florida
$10.7K +$11.3K +140 New
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$10K
HCP
549
Hexagon Capital Partners
Arkansas
$10K
S
550
Sachetta
Massachusetts
$9.98K +$2.17K +27 +31%

PNR Hedge Fund Activity: Q2 2024 in Review

636 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2024, worth a combined $11.8B — down 9.5% from $13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PNR positions and 57 closed out — a net gain of 10 holders — while 235 added to existing stakes and 220 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $125M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $85.4M sold.

  • 636 institutional investors held Pentair (PNR) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $11.8B of Pentair stock for Q2 2024, down 9.5% quarter-over-quarter.
  • 67 funds opened new Pentair positions in Q2 2024 and 57 closed out, a net change of +10 holders.
  • The largest Pentair buyer in Q2 2024 was AllianceBernstein, an estimated $125M added.
  • The largest Pentair seller in Q2 2024 was Southpoint Capital Advisors, an estimated $85.4M sold.

Based on aggregated 13F filings for Q2 2024.