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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
KLWA
626
Kelly Lawrence W & Associates
California
$383
RCM
627
Raleigh Capital Management
North Carolina
$383
WPA
628
West Paces Advisors
Georgia
$307
SWA
629
SOA Wealth Advisors
New York
$160
HCM
630
Hollencrest Capital Management
California
$153 -$1.21K -15 -88%
KFS
631
Kelly Financial Services
Massachusetts
$77
National Pension Service
632
National Pension Service
South Korea
$77
SWM
633
Sugarloaf Wealth Management
Georgia
$77
TWP
634
Triad Wealth Partners
Kansas
$77 +$81 +1 New
BHWM
635
Beaird Harris Wealth Management
Texas
$33
SCA
636
Southpoint Capital Advisors
New York
-$85.4M -1,000,000 Closed
AT
637
AMF Tjänstepension
Sweden
-$45.1M -527,808 Closed
Select Equity Group
638
Select Equity Group
New York
-$44.9M -526,069 Closed
Verition Fund Management
639
Verition Fund Management
Connecticut
-$23.7M -276,917 Closed
WCA
640
Waratah Capital Advisors
Ontario, Canada
-$10.8M -126,326 Closed
PCM
641
Pinnbrook Capital Management
New York
-$9.72M -113,720 Closed
EP
642
Edgestream Partners
New Jersey
-$5.91M -69,138 Closed
ECM
643
ExodusPoint Capital Management
New York
-$5.83M -68,192 Closed
AIG
644
American International Group
New York
-$3.79M -44,341 Closed
HF
645
HRT Financial
New York
-$3.16M -36,966 Closed
TPSF
646
Texas Permanent School Fund
Texas
-$2.92M -34,171 Closed
PCM
647
Prelude Capital Management
New York
-$2.55M -29,897 Closed
LA
648
LBP AM
France
-$2.05M -24,039 Closed
GIM
649
Granahan Investment Management
Massachusetts
-$1.64M -19,154 Closed
VHAM
650
Van Hulzen Asset Management
California
-$1.19M -13,905 Closed

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.