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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
QL
551
Quarry LP
New York
$9.74K +$10.2K +127 New
BBPWM
552
Blue Bell Private Wealth Management
Pennsylvania
$8.66K
ME
553
McIlrath & Eck
Washington
$8.28K
WT
554
Washington Trust
Rhode Island
$8.2K
SA
555
Scarborough Advisors
Maryland
$7.93K
CT
556
Colonial Trust
South Carolina
$7.67K
NFSG
557
Newbridge Financial Services Group
Florida
$7.67K +$8.06K +100 New
HIA
558
Harbor Investment Advisory
Maryland
$7.13K +$161 +2 +2%
ST
559
Smithfield Trust
Pennsylvania
$7K
Jones Financial Companies
560
Jones Financial Companies
Missouri
$6.75K +$7.09K +88 New
MA
561
MCF Advisors
Kentucky
$6.59K +$5.8K +72 +514%
FNWA
562
Financial Network Wealth Advisors
Utah
$6.52K +$6.85K +85 New
PWMG
563
Prestige Wealth Management Group
New Jersey
$6.1K
RIL
564
Rothschild Investment LLC
Illinois
$6.06K +$1.21K +15 +23%
LWA
565
Lowe Wealth Advisors
Maryland
$5.9K
CIA
566
Cape Investment Advisory
Georgia
$5.75K -$4.11K -51 -40%
VCM
567
Versant Capital Management
Arizona
$5.6K -$483 -6 -8%
BGAI
568
Bruce G. Allen Investments
Colorado
$5.6K
OW
569
Olistico Wealth
Oklahoma
$5.52K +$5.8K +72 New
IUHSA
570
Itau Unibanco Holding S.A.
Brazil
$5.06K +$5.32K +66 New
Cohen & Steers
571
Cohen & Steers
New York
$5K -$5.08K -63 -48%
TFA
572
Transamerica Financial Advisors
Florida
$5K
FFA
573
Frazier Financial Advisors
Ohio
$4.91K
PWMG
574
Private Wealth Management Group
New Jersey
$4.91K
IFAM
575
Institutional & Family Asset Management
Colorado
$4.83K +$5.08K +63 New

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.