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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
S
526
SignatureFD
Georgia
$107K +$8.64K +101 +10%
FFA
527
Farther Finance Advisors
California
$105K -$599 -7 -0.6%
SIA
528
Sit Investment Associates
Minnesota
$102K -$89K -1,040 -50%
IRC
529
Investors Research Corp
Georgia
$97.8K
BBHC
530
Brown Brothers Harriman & Co
New York
$95.6K +$257 +3 +0.3%
TFIPS
531
Towarzystwo Funduszy Inwestycyjnych PZU SA
$94.9K
PA
532
Parallel Advisors
California
$92.9K -$1.97K -23 -2%
CPA
533
Capital Performance Advisors
California
$92.6K +$81K +947 New
BWP
534
Baldwin Wealth Partners
Massachusetts
$78.2K +$68.4K +800 New
LI
535
LRI Investments
Florida
$72.1K
BIG
536
Brooklyn Investment Group
New York
$70.9K +$62K +725 New
SIM
537
Sentry Investment Management
Wisconsin
$70K
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$68.9K +$22.4K +262 +59%
C
539
Covestor
United Kingdom
$66K -$6.42K -75 -10%
ACM
540
Aster Capital Management
United Arab Emirates
$65.8K +$57.6K +673 New
CTC
541
Central Trust Company
Missouri
$64.4K
TWD
542
True Wealth Design
Ohio
$62.3K +$53.3K +623 +4,450%
RFS
543
Richardson Financial Services
Massachusetts
$60.5K
GM
544
GeoWealth Management
Illinois
$54.1K +$47.3K +553 New
AF
545
Advisornet Financial
Minnesota
$53.8K
RA
546
Rational Advisors
New York
$51.6K -$6.33K -74 -12%
OA
547
Operose Advisors
Wisconsin
$50.9K
SAM
548
Smartleaf Asset Management
Massachusetts
$50.6K +$15.2K +178 +52%
KFI
549
Key Financial Inc
Pennsylvania
$45.3K
AF
550
Allworth Financial
California
$42.1K +$4.11K +48 +13%

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.