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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
OC
651
Oakworth Capital
Alabama
$1.27K +$1.11K +13 New
WWP
652
WR Wealth Planners
Missouri
$1.17K
RTC
653
Riverview Trust Company
Washington
$1.17K +$1.03K +12 New
FMP
654
Financial Management Professionals
Texas
$1K
ZB
655
Zions Bancorporation
Utah
$978
CA
656
Claris Advisors
Missouri
$978 +$856 +10 New
RS
657
Rakuten Securities
Japan
$978 +$856 +10 New
FGA
658
Fortis Group Advisors
New Jersey
$880
EWP
659
Elevation Wealth Partners
California
$685
DJSG
660
D.J. St. Germain
Massachusetts
$685 +$599 +7 New
CSWM
661
Cassady Schiller Wealth Management
Ohio
$587
KLWA
662
Kelly Lawrence W & Associates
California
$489
RCM
663
Raleigh Capital Management
North Carolina
$489
HWA
664
Heritage Wealth Advisors
Virginia
$489 +$428 +5 New
PS
665
Planned Solutions
California
$489 +$428 +5 New
WPA
666
West Paces Advisors
Georgia
$391
RWM
667
Reston Wealth Management
Virginia
$303 +$257 +3 New
SWA
668
SOA Wealth Advisors
New York
$204
HCM
669
Hollencrest Capital Management
California
$196
CSC
670
Caldwell Sutter Capital
California
$196 +$171 +2 New
JGC
671
J. Goldman & Co
New York
-$15.2M -198,681 Closed
ADEF
672
Adams Diversified Equity Fund
Maryland
-$13.9M -180,800 Closed
BGIM
673
Brandywine Global Investment Management
Pennsylvania
-$6.59M -85,999 Closed
Toronto Dominion Bank
674
Toronto Dominion Bank
Ontario, Canada
-$6.25M -81,487 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
675
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$5.94M -77,500 Closed

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.