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Pentair
PNR

Overview Fund Activity

633 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, 234 increasing their positions, 218 reducing their positions, and 56 closing their positions.

Holders
633
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
9.21%
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
234
Reduced
218
Closed
56
Calls
$108M
Puts
$52.6M
Net Calls
+$54.9M
Net Calls Change
-$22.9M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$134M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$160M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$93.3M
4
IP
4
Interval Partners
New York
$73.3M
5
UBS AM
5
UBS AM
Illinois
$255M

Top Sellers

1
SCA
1
Southpoint Capital Advisors
New York
$0
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$1.4M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$60.6M
4
ATN
4
AMF Tjänstepension
Sweden
$0
5
Select Equity Group
5
Select Equity Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
601
CVA Family Office
Colorado
$1.3K +$77 +1 +6%
VAG
602
VisionPoint Advisory Group
Texas
$1.23K – – –
AAG
603
Armstrong Advisory Group
Massachusetts
$1.23K – – –
TCA
604
Trifecta Capital Advisors
Illinois
$1.23K – – –
DF
605
Dunhill Financial
United Kingdom
$1.2K +$299 +4 +33%
AFG
606
Albion Financial Group
Utah
$1.15K – – –
CFFP
607
Center for Financial Planning
Michigan
$1.07K – – –
TWD
608
True Wealth Design
Ohio
$1.07K +$230 +3 +27%
GEA
609
Glen Eagle Advisors
New Jersey
$1.07K -$460 -6 -30%
MSG
610
Main Street Group
Virginia
$1.07K – – –
FMP
611
Financial Management Professionals
Texas
$1K -$733 -11 -42%
VNA
612
Valley National Advisers
Pennsylvania
$1K – – –
GKIM
613
GW&K Investment Management
Massachusetts
$1K +$1K +14 New
HNB
614
Hilltop National Bank
Wyoming
$920 – – –
WWP
615
WR Wealth Planners
Missouri
$920 – – –
ZB
616
Zions Bancorporation
Utah
$767 -$1.92K -25 -71%
FGA
617
Fortis Group Advisors
New Jersey
$690 – – –
EWP
618
Elevation Wealth Partners
California
$537 – – –
CSWM
619
Cassady Schiller Wealth Management
Ohio
$460 – – –
RWM
620
Ruedi Wealth Management
Illinois
$460 +$460 +6 New
UWS
621
Unique Wealth Strategies
Illinois
$427 +$427 +5 New
PTC
622
Private Trust Company
Ohio
$383 -$230 -3 -38%
RCM
623
Raleigh Capital Management
North Carolina
$383 – – –
KLWA
624
Kelly Lawrence W & Associates
California
$383 – – –
WPA
625
West Paces Advisors
Georgia
$307 – – –
23 24
25
26 27