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Pentair
PNR

Overview Fund Activity

632 hedge funds and large institutions have $13B invested in Pentair in 2024 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 196 increasing their positions, 238 reducing their positions, and 47 closing their positions.

Holders
632
Holders Change
+25
Holders Change %
+4.12%
% of All Funds
9.16%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
76
Increased
196
Reduced
238
Closed
47
Calls
$115M
Puts
$37.5M
Net Calls
+$77.8M
Net Calls Change
+$53.5M

Top Buyers

1
DekaBank Deutsche Girozentrale
1
DekaBank Deutsche Girozentrale
Germany
$135M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$92.8M
3
Swedbank
3
Swedbank
Sweden
$97.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$114M
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$114M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$289M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$20.7M
3
Select Equity Group
3
Select Equity Group
New York
$44.9M
4
BlackRock
4
BlackRock
New York
$1.35B
5
Parnassus Investments
5
Parnassus Investments
California
$52.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
651
AE Wealth Management
Kansas
– – -4,145 Closed
CC
652
Cipher Capital
New York
– – -4,096 Closed
IGAM
653
iA Global Asset Management
Quebec, Canada
– – -4,057 Closed
CIA
654
Concurrent Investment Advisors
Florida
– – -3,903 Closed
I
655
InceptionR
California
– – -3,524 Closed
ASN
656
Advisory Services Network
Georgia
– – -3,273 Closed
FA
657
FDx Advisors
Illinois
– – -3,209 Closed
SCM
658
Stevens Capital Management
Pennsylvania
– – -3,143 Closed
FI
659
FJ Investments
Utah
– – -3,106 Closed
MSWM
660
McGlone Suttner Wealth Management
Wisconsin
– – -1,455 Closed
PCM
661
Penserra Capital Management
California
– – -753 Closed
GWMIA
662
Global Wealth Management Investment Advisory
Florida
– – -600 Closed
TCWA
663
Turtle Creek Wealth Advisors
Texas
– – -277 Closed
Loomis, Sayles & Company
664
Loomis, Sayles & Company
Massachusetts
– – -116 Closed
WTG
665
West Tower Group
Virginia
– – -80 Closed
IUHSA
666
Itau Unibanco Holding S.A.
Brazil
– – -77 Closed
DAC
667
Dividend Assets Capital
South Carolina
– – -50 Closed
PWA
668
Provenance Wealth Advisors
Florida
– – -40 Closed
CI
669
Cordant Inc
Oregon
– – -36 Closed
BWM
670
BKM Wealth Management
Wisconsin
– – -22 Closed
AWM
671
Able Wealth Management
New Jersey
– – -18 Closed
CA
672
Clearstead Advisors
Ohio
– – -18 Closed
RIM
673
Rockbridge Investment Management
New York
– – -17 Closed
EC
674
EdgeRock Capital
Colorado
– – -15 Closed
DWA
675
Delos Wealth Advisors
Texas
– – -9 Closed
24 25 26
27
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