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Pentair

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
BTI
551
Blue Trust Inc
Georgia
$40.3K +$28K +327 +165%
CH
552
Cromwell Holdings
Wyoming
$38.3K
NS
553
NBC Securities
Alabama
$37K -$1.11K -13 -3%
QC
554
Quent Capital
New York
$36.8K +$86 +1 +0.3%
FMB
555
Field & Main Bank
Kentucky
$34.7K -$32.1K -375 -51%
HNB
556
Huntington National Bank
Ohio
$34.2K -$6.07K -71 -17%
AFS
557
Annapolis Financial Services
Maryland
$34.2K
CA
558
CoreCap Advisors
Michigan
$33.2K -$489K -5,721 -94%
TPCW
559
TD Private Client Wealth
New York
$32K +$342 +4 +1%
SPIA
560
Steward Partners Investment Advisory
New York
$31.8K +$2.57K +30 +10%
NECFA
561
New England Capital Financial Advisors
Connecticut
$31.7K
LC
562
Lindbrook Capital
California
$30.5K -$3.68K -43 -12%
ATC
563
Adirondack Trust Company
New York
$29.3K
HWM
564
Hemington Wealth Management
Virginia
$27K +$23.9K +279 New
HPC
565
HM Payson & Co
Maine
$26.3K +$770 +9 +3%
PFBT
566
Parkside Financial Bank & Trust
Missouri
$26.1K -$14.8K -173 -39%
FFO
567
Fortitude Family Office
Arizona
$25.8K
IA
568
IFP Advisors
Florida
$25.8K +$3.59K +42 +19%
QL
569
Quarry LP
New York
$25.5K +$11.5K +134 +106%
FHA
570
First Horizon Advisors
Tennessee
$22.5K -$5.99K -70 -23%
AGWCA
571
Annis Gardner Whiting Capital Advisors
Florida
$21.6K -$5.47K -64 -22%
GIA
572
GHP Investment Advisors
Colorado
$20.8K
EB
573
Eastern Bank
Massachusetts
$20.2K +$17.7K +207 New
CWP
574
Concord Wealth Partners
Virginia
$19.6K
TCOV
575
Trust Company of Vermont
Vermont
$19.6K

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.