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672 hedge funds and large institutions have $14.6B invested in Pentair in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 213 increasing their positions, 251 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $143M | Put options by funds: $44.3M

73% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 56

24% more capital invested

Capital invested by funds: $11.8B → $14.6B (+$2.85B)

6% more funds holding

Funds holding: 636672 (+36)

2.14% less ownership

Funds ownership: 92.66%90.53% (-2.1%)

15% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 251

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
672
Holders Change
+36
Holders Change %
+5.66%
% of All Funds
9.65%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
97
Increased
213
Reduced
251
Closed
56
Calls
$143M
Puts
$44.3M
Net Calls
+$98.9M
Net Calls Change
+$44M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
626
PFS Partners
New Jersey
$3.37K
DF
627
Dunhill Financial
United Kingdom
$3.26K +$1.45K +17 +106%
CAL
628
Capital Analysts LLC
Pennsylvania
$3K
MRCM
629
M&R Capital Management
New Jersey
$2.93K +$2.57K +30 New
WT
630
Whittier Trust
California
$2.93K
HCP
631
Hexagon Capital Partners
Arkansas
$2.84K -$8.73K -102 -78%
MCM
632
MV Capital Management
Maryland
$2.84K -$86 -1 -3%
CWC
633
Carolinas Wealth Consulting
North Carolina
$2.74K
CFS
634
CGC Financial Services
Oregon
$2.25K
SIC
635
Salem Investment Counselors
North Carolina
$2.15K +$1.88K +22 New
VWM
636
Venturi Wealth Management
Texas
$1.96K
CA
637
Continuum Advisory
Idaho
$1.91K -$1.37K -16 -47%
LWANC
638
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.86K
CFO
639
CVA Family Office
Colorado
$1.66K
AAG
640
Armstrong Advisory Group
Massachusetts
$1.56K
TCA
641
Trifecta Capital Advisors
Illinois
$1.56K
PTC
642
Private Trust Company
Ohio
$1.56K +$941 +11 +220%
LIS
643
Legacy Investment Solutions
Idaho
$1.49K +$1.2K +14 New
LWMI
644
Legacy Wealth Management (Idaho)
Idaho
$1.49K +$1.2K +14 New
AFG
645
Albion Financial Group
Utah
$1.47K
CFFP
646
Center for Financial Planning
Michigan
$1.37K
GEA
647
Glen Eagle Advisors
New Jersey
$1.37K
MSG
648
Main Street Group
Virginia
$1.37K
Group One Trading
649
Group One Trading
Illinois
$1.37K +$1.2K +14 New
TFM
650
TFC Financial Management
Massachusetts
$1.28K -$684 -8 -38%

PNR Hedge Fund Activity: Q3 2024 in Review

672 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q3 2024, worth a combined $14.6B — up 24% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PNR positions and 56 closed out — a net gain of 41 holders — while 213 added to existing stakes and 251 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $97.4M. The largest seller was Impax Asset Management Group, cutting an estimated $108M.

  • 672 institutional investors held Pentair (PNR) as of Q3 2024, up from 636 in Q2 2024.
  • Funds reported $14.6B of Pentair stock for Q3 2024, up 24% quarter-over-quarter.
  • 97 funds opened new Pentair positions in Q3 2024 and 56 closed out, a net change of +41 holders.
  • The largest Pentair buyer in Q3 2024 was AllianceBernstein, an estimated $97.4M added.
  • The largest Pentair seller in Q3 2024 was Impax Asset Management Group, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2024.