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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: 636636 (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: 86 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
601
Independence Bank of Kentucky
Kentucky
$1.53K
LWANC
602
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.46K
GI
603
Gradient Investments
Minnesota
$1.38K
CFO
604
CVA Family Office
Colorado
$1.3K +$81 +1 +6%
AAG
605
Armstrong Advisory Group
Massachusetts
$1.23K
TCA
606
Trifecta Capital Advisors
Illinois
$1.23K
VAG
607
VisionPoint Advisory Group
Texas
$1.23K
DF
608
Dunhill Financial
United Kingdom
$1.2K +$322 +4 +33%
AFG
609
Albion Financial Group
Utah
$1.15K
CFFP
610
Center for Financial Planning
Michigan
$1.07K
TWD
611
True Wealth Design
Ohio
$1.07K +$242 +3 +27%
GEA
612
Glen Eagle Advisors
New Jersey
$1.07K -$483 -6 -30%
MSG
613
Main Street Group
Virginia
$1.07K
FMP
614
Financial Management Professionals
Texas
$1K -$886 -11 -42%
VNA
615
Valley National Advisers
Pennsylvania
$1K
GKIM
616
GW&K Investment Management
Massachusetts
$1K +$1.13K +14 New
HNB
617
Hilltop National Bank
Wyoming
$920
WWP
618
WR Wealth Planners
Missouri
$920
ZB
619
Zions Bancorporation
Utah
$767 -$2.01K -25 -71%
FGA
620
Fortis Group Advisors
New Jersey
$690
EWP
621
Elevation Wealth Partners
California
$537
CSWM
622
Cassady Schiller Wealth Management
Ohio
$460
RWM
623
Ruedi Wealth Management
Illinois
$460 +$483 +6 New
UWS
624
Unique Wealth Strategies
Illinois
$427 +$403 +5 New
PTC
625
Private Trust Company
Ohio
$383 -$242 -3 -38%

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.