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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
MCM
551
MAI Capital Management
Ohio
$121K +$123K +1,199 New
FFA
552
Farther Finance Advisors
California
$120K +$12.1K +118 +11%
S
553
SignatureFD
Georgia
$116K +$5.95K +58 +5%
Jones Financial Companies
554
Jones Financial Companies
Missouri
$109K +$93.9K +916 +542%
PA
555
Parallel Advisors
California
$98.8K +$3.28K +32 +3%
RCM
556
Raleigh Capital Management
North Carolina
$95.4K +$96.7K +943 +18,860%
RFS
557
Richardson Financial Services
Massachusetts
$91.9K +$13K +127 +16%
SAM
558
Smartleaf Asset Management
Massachusetts
$81.2K +$29.4K +287 +55%
National Bank of Canada
559
National Bank of Canada
Quebec, Canada
$75.9K -$45.2M -441,134 -100%
BIG
560
Brooklyn Investment Group
New York
$74.3K +$1.33K +13 +2%
SIA
561
Sit Investment Associates
Minnesota
$74K -$30.8K -300 -29%
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$72.1K +$1.13K +11 +2%
TWD
563
True Wealth Design
Ohio
$70.7K +$6.66K +65 +10%
CTC
564
Central Trust Company
Missouri
$70.4K +$4.2K +41 +6%
LI
565
LRI Investments
Florida
$68.5K
NAAA
566
New Age Alpha Advisors
New York
$64.5K +$65.7K +641 New
SWM
567
Spire Wealth Management
Virginia
$63.9K +$65.1K +635 New
SIM
568
Sentry Investment Management
Wisconsin
$62K -$10.3K -100 -14%
IIM
569
Intact Investment Management
Quebec, Canada
$60.4K +$61.5K +600 New
PSFG
570
Park Square Financial Group
Georgia
$56.9K +$57.9K +565 New
FF
571
Friedenthal Financial
New Jersey
$56.1K +$57.1K +557 New
EB
572
Eastern Bank
Massachusetts
$51K +$30.8K +300 +145%
IRC
573
Investors Research Corp
Georgia
$50.3K -$51.3K -500 -50%
KFI
574
Key Financial Inc
Pennsylvania
$46.6K
MWA
575
Medallion Wealth Advisors
Connecticut
$45.8K +$53.7K +524 New

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.