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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
PCM
576
Penserra Capital Management
California
$42K +$43K +419 New
QC
577
Quent Capital
New York
$41.5K +$3.49K +34 +9%
AF
578
Advisornet Financial
Minnesota
$40.8K -$14.9K -145 -26%
HNB
579
Huntington National Bank
Ohio
$40.1K +$4.92K +48 +14%
CH
580
Cromwell Holdings
Wyoming
$39.5K
AF
581
Allworth Financial
California
$38.4K -$6.46K -63 -15%
CT
582
Colonial Trust
South Carolina
$34.6K +$24.6K +240 +231%
IA
583
IFP Advisors
Florida
$34.2K +$7.79K +76 +29%
CA
584
CoreCap Advisors
Michigan
$34.2K
SIC
585
SJS Investment Consulting
Ohio
$33.5K +$30.1K +294 +754%
FMB
586
Field & Main Bank
Kentucky
$33.2K -$2.56K -25 -7%
HWM
587
Hemington Wealth Management
Virginia
$33K +$5.02K +49 +18%
TPCW
588
TD Private Client Wealth
New York
$32.9K
LC
589
Lindbrook Capital
California
$32.9K +$1.54K +15 +5%
SPIA
590
Steward Partners Investment Advisory
New York
$32.8K
NECFA
591
New England Capital Financial Advisors
Connecticut
$32.5K -$103 -1 -0.3%
VHAM
592
Van Hulzen Asset Management
California
$31.8K +$32.4K +316 New
ATC
593
Adirondack Trust Company
New York
$30.2K
PFBT
594
Parkside Financial Bank & Trust
Missouri
$28K +$1.13K +11 +4%
HPC
595
HM Payson & Co
Maine
$27.1K
FFO
596
Fortitude Family Office
Arizona
$26.6K
PAM
597
Parvin Asset Management
South Dakota
$25.2K +$25.6K +250 New
C
598
Covestor
United Kingdom
$25K -$44K -429 -64%
VCM
599
Versant Capital Management
Arizona
$22.3K +$15.3K +149 +204%
PTC
600
Private Trust Company
Ohio
$21.6K +$20.4K +199 +1,244%

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.