We are live on ! Find out more
PNR icon

Pentair

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
CA
526
Claro Advisors
Massachusetts
$223K -$34.3K -335 -13%
Group One Trading
527
Group One Trading
Illinois
$220K +$222K +2,168 +15,486%
PWMAG
528
Pinnacle Wealth Management Advisory Group
New Jersey
$217K +$410 +4 +0.2%
CCA
529
Checchi Capital Advisers
California
$217K
ISL
530
Ingalls & Snyder LLC
New York
$216K
PWPS
531
Pinnacle Wealth Planning Services
Ohio
$216K +$220K +2,144 New
RWM
532
Ritholtz Wealth Management
New York
$211K +$215K +2,094 New
LAM
533
Longboard Asset Management
Arizona
$209K +$213K +2,077 New
FPAS
534
Focus Partners Advisor Solutions
Missouri
$206K +$210K +2,046 New
CPIG
535
Chicago Partners Investment Group
Illinois
$205K +$211K +2,061 New
CWA
536
Clarus Wealth Advisors
Arizona
$200K +$208K +2,031 New
FA
537
Fedenia Advisers
Wisconsin
$195K +$198K +1,935 New
LFG
538
Larson Financial Group
Missouri
$182K -$48.6K -474 -21%
AIM
539
Anchor Investment Management
South Carolina
$179K
BC
540
Bayforest Capital
United Kingdom
$166K +$169K +1,646 New
TFIPS
541
Towarzystwo Funduszy Inwestycyjnych PZU SA
$163K +$66.6K +650 +67%
QCG
542
Quadrant Capital Group
Ohio
$162K
AIP
543
Ameritas Investment Partners
Nebraska
$162K -$14K -137 -8%
BBHC
544
Brown Brothers Harriman & Co
New York
$142K +$44.3K +432 +44%
TFA
545
Transamerica Financial Advisors
Florida
$139K -$11.2K -109 -7%
WTC
546
WhitTier Trust Company
Nevada
$135K
GM
547
GeoWealth Management
Illinois
$132K +$77.6K +757 +137%
EDRH
548
Edmond de Rothschild Holding
Switzerland
$127K
NIMI
549
Natixis Investment Managers International
France
$123K -$25.7K -251 -17%
WSFS
550
Wilmington Savings Fund Society
Delaware
$121K

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.