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Pentair
PNR

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: 636 → 636 (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: 8 → 6 (-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

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$125M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$80.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$78.5M
4
IP
Interval Partners
New York
+$57.2M
5
UBS AM
UBS AM
Illinois
+$56.2M

Top Sellers

Rank Fund Capital Flow
1
SCA
Southpoint Capital Advisors
New York
-$85.4M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$62M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$55.3M
4
AT
AMF Tjänstepension
Sweden
-$45.1M
5
Select Equity Group
Select Equity Group
New York
-$44.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
576
AllSquare Wealth Management
New York
$4.29K – – –
BWAM
577
Boyd Watterson Asset Management
Ohio
$4.29K – – –
RWMG
578
Redwood Wealth Management Group
New Jersey
$4.06K +$4.27K +53 New
BCMLT
579
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.45K – – –
DIP
580
DT Investment Partners
Pennsylvania
$3.37K – – –
ECM
581
Estabrook Capital Management
New York
$3.07K – – –
FMTCOCP
582
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
HGERS
583
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
MFT
584
Moisand Fitzgerald Tamayo
Florida
$2.99K – – –
SIC
585
SJS Investment Consulting
Ohio
$2.99K – – –
TAM
586
Tucker Asset Management
Colorado
$2.91K -$725 -9 -19%
FP
587
Financial Perspectives
Minnesota
$2.76K – – –
SS
588
Sunbelt Securities
Texas
$2.68K – – –
PP
589
PFS Partners
New Jersey
$2.63K – – –
CA
590
Continuum Advisory
Idaho
$2.61K +$242 +3 +10%
WIA
591
Wetzel Investment Advisors
Indiana
$2.31K – – –
MCM
592
MV Capital Management
Maryland
$2.3K +$81 +1 +3%
WT
593
Whittier Trust
California
$2.3K -$725 -9 -23%
CWC
594
Carolinas Wealth Consulting
North Carolina
$2.15K – – –
CAL
595
Capital Analysts LLC
Pennsylvania
$2K +$2.1K +26 New
TIM
596
Tortoise Investment Management
New York
$1.94K – – –
CFS
597
CGC Financial Services
Oregon
$1.76K – – –
TFM
598
TFC Financial Management
Massachusetts
$1.62K +$645 +8 +62%
ATPW
599
Ashton Thomas Private Wealth
Arizona
$1.61K +$1.69K +21 New
VWM
600
Venturi Wealth Management
Texas
$1.53K – – –
22 23
24
25 26

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.