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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
ME
626
McIlrath & Eck
Washington
$10.9K
FHA
627
First Horizon Advisors
Tennessee
$10.6K -$12.8K -125 -54%
CSPIA
628
Cary Street Partners Investment Advisory
Virginia
$9.36K -$294K -2,863 -97%
HIA
629
Harbor Investment Advisory
Maryland
$9.16K
MA
630
MCF Advisors
Kentucky
$8.66K
AA
631
Addison Advisors
Vermont
$8.45K
RMP
632
Richards, Merrill & Peterson
Washington
$8.45K +$8.61K +84 New
PWMG
633
Prestige Wealth Management Group
New Jersey
$8.01K
ST
634
Smithfield Trust
Pennsylvania
$8K
RIL
635
Rothschild Investment LLC
Illinois
$7.95K
LWA
636
Lowe Wealth Advisors
Maryland
$7.75K
CIA
637
Cape Investment Advisory
Georgia
$7.65K +$103 +1 +1%
BGAI
638
Bruce G. Allen Investments
Colorado
$7.35K
OW
639
Olistico Wealth
Oklahoma
$7.25K
FW
640
Fairway Wealth
Ohio
$7.04K +$7.18K +70 New
VNA
641
Valley National Advisers
Pennsylvania
$7K +$7.48K +73 New
FWM
642
FSA Wealth Management
Massachusetts
$6.74K
PWMG
643
Private Wealth Management Group
New Jersey
$6.54K
FFA
644
Frazier Financial Advisors
Ohio
$6.42K
GSWM
645
Golden State Wealth Management
California
$6.19K +$6.25K +61 New
S
646
Sachetta
Massachusetts
$5.94K -$4.92K -48 -45%
AWM
647
AllSquare Wealth Management
New York
$5.64K
BWAM
648
Boyd Watterson Asset Management
Ohio
$5.64K
RJA
649
Ross\Johnson & Associates
Minnesota
$5.23K +$5.33K +52 New
VWA
650
Valued Wealth Advisors
Utah
$5.03K +$5.13K +50 New

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.