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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
GIA
601
GHP Investment Advisors
Colorado
$21.5K
GWM
602
Geneos Wealth Management
Colorado
$21.4K +$21.8K +213 New
CAWM
603
Capital A Wealth Management
Pennsylvania
$21.1K +$21.5K +210 New
RS
604
R Squared
Hong Kong
$21.1K +$21.5K +210 New
MFG
605
Mendota Financial Group
Wisconsin
$20.1K -$129K -1,257 -86%
CWP
606
Concord Wealth Partners
Virginia
$20.1K
TCOV
607
Trust Company of Vermont
Vermont
$20.1K
SN
608
Sittner & Nelson
Oregon
$19.7K
GFPC
609
Global Financial Private Client
Florida
$19K +$923 +9 +5%
CJL
610
Cyrus J. Lawrence
New York
$17K +$17.9K +175 New
PPC
611
Park Place Capital
Alabama
$16.9K
AGWCA
612
Annis Gardner Whiting Capital Advisors
Florida
$16.6K -$5.74K -56 -25%
WWP
613
WR Wealth Planners
Missouri
$16.3K +$15.4K +150 +1,250%
SFGP
614
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$15.6K +$15.9K +155 New
AP
615
Aspect Partners
Virginia
$15.3K -$1.64K -16 -10%
HWA
616
HHM Wealth Advisors
Tennessee
$15.3K +$205 +2 +1%
GWSA
617
Global Wealth Strategies & Associates
Colorado
$15.3K
SSB
618
Sandy Spring Bank
Maryland
$15.1K
JWA
619
JFS Wealth Advisors
Pennsylvania
$14.9K -$820 -8 -5%
BTI
620
Blue Trust Inc
Georgia
$14.8K -$38.8K -378 -72%
WT
621
Washington Trust
Rhode Island
$14.1K
FMII
622
Farmers & Merchants Investments Inc
Nebraska
$13.2K
BIA
623
Bell Investment Advisors
California
$12K -$2.77K -27 -18%
BBPWM
624
Blue Bell Private Wealth Management
Pennsylvania
$11.4K -$1.13K -11 -9%
CCA
625
Catalyst Capital Advisors
New York
$11K -$2.15K -21 -16%

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.