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Pentair
PNR

Overview Fund Activity

633 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, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
633
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
9.21%
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
234
Reduced
218
Closed
56
Calls
$108M
Puts
$52.6M
Net Calls
+$54.9M
Net Calls Change
-$22.9M

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
$134M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$160M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$93.3M
4
IP
Interval Partners
New York
$73.3M
5
UBS AM
UBS AM
Illinois
$255M

Top Sellers

1
SCA
Southpoint Capital Advisors
New York
$0
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$1.4M
3
Allianz Asset Management
Allianz Asset Management
Germany
$60.6M
4
ATN
AMF Tjänstepension
Sweden
$0
5
Select Equity Group
Select Equity Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
551
Washington Trust
Rhode Island
$8.2K – – –
SA
552
Scarborough Advisors
Maryland
$7.93K – – –
CT
553
Colonial Trust
South Carolina
$7.67K – – –
NFSG
554
Newbridge Financial Services Group
Florida
$7.67K +$7.67K +100 New
HIA
555
Harbor Investment Advisory
Maryland
$7.13K +$153 +2 +2%
ST
556
Smithfield Trust
Pennsylvania
$7K – – –
Jones Financial Companies
557
Jones Financial Companies
Missouri
$6.75K +$6.75K +88 New
MA
558
MCF Advisors
Kentucky
$6.59K +$5.52K +72 +514%
FNWA
559
Financial Network Wealth Advisors
Utah
$6.52K +$6.52K +85 New
PWMG
560
Prestige Wealth Management Group
New Jersey
$6.1K – – –
RIL
561
Rothschild Investment LLC
Illinois
$6.06K +$1.15K +15 +23%
LWA
562
Lowe Wealth Advisors
Maryland
$5.9K – – –
CIA
563
Cape Investment Advisory
Georgia
$5.75K -$3.91K -51 -40%
VCM
564
Versant Capital Management
Arizona
$5.6K -$460 -6 -8%
BGAI
565
Bruce G. Allen Investments
Colorado
$5.6K – – –
OW
566
Olistico Wealth
Oklahoma
$5.52K +$5.52K +72 New
IUHSA
567
Itau Unibanco Holding S.A.
Brazil
$5.06K +$5.06K +66 New
Cohen & Steers
568
Cohen & Steers
New York
$5K -$4.57K -63 -48%
TFA
569
Transamerica Financial Advisors
Florida
$5K – – –
FFA
570
Frazier Financial Advisors
Ohio
$4.91K – – –
PWMG
571
Private Wealth Management Group
New Jersey
$4.91K – – –
IFAM
572
Institutional & Family Asset Management
Colorado
$4.83K +$4.83K +63 New
AWM
573
AllSquare Wealth Management
New York
$4.29K – – –
BWAM
574
Boyd Watterson Asset Management
Ohio
$4.29K – – –
RWMG
575
Redwood Wealth Management Group
New Jersey
$4.06K +$4.06K +53 New
21 22
23
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