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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
SN
576
Sittner & Nelson
Oregon
$19.2K
GFPC
577
Global Financial Private Client
Florida
$17.6K +$15.4K +180 New
PPC
578
Park Place Capital
Alabama
$16.4K -$6.16K -72 -30%
AP
579
Aspect Partners
Virginia
$16.4K -$2.91K -34 -17%
Jones Financial Companies
580
Jones Financial Companies
Missouri
$16.4K +$6.93K +81 +92%
JWA
581
JFS Wealth Advisors
Pennsylvania
$15.3K +$342 +4 +3%
GWSA
582
Global Wealth Strategies & Associates
Colorado
$14.9K
SSB
583
Sandy Spring Bank
Maryland
$14.7K -$1.28K -15 -9%
HWA
584
HHM Wealth Advisors
Tennessee
$14.7K
BIA
585
Bell Investment Advisors
California
$14.3K
WT
586
Washington Trust
Rhode Island
$13.7K +$2.82K +33 +31%
ATS
587
Ashton Thomas Securities
New York
$13.2K +$11.6K +135 New
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$12.8K
CCA
589
Catalyst Capital Advisors
New York
$12.7K -$2.57K -30 -19%
MRC
590
Millburn Ridgefield Corp
New York
$12.7K -$2.57K -30 -19%
BBPWM
591
Blue Bell Private Wealth Management
Pennsylvania
$12.1K +$941 +11 +10%
JIP
592
Jaffetilchin Investment Partners
Florida
$11K +$9.58K +112 New
ME
593
McIlrath & Eck
Washington
$10.6K
S
594
Sachetta
Massachusetts
$10.5K -$513 -6 -5%
CT
595
Colonial Trust
South Carolina
$10.2K +$342 +4 +4%
NFSG
596
Newbridge Financial Services Group
Florida
$9.78K
TWC
597
TD Waterhouse Canada
Ontario, Canada
$9.68K +$8.55K +100 New
HIA
598
Harbor Investment Advisory
Maryland
$8.9K -$171 -2 -2%
MA
599
MCF Advisors
Kentucky
$8.41K
AA
600
Addison Advisors
Vermont
$8.21K +$7.19K +84 New

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.