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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
BCMLT
651
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.53K
DIP
652
DT Investment Partners
Pennsylvania
$4.43K
ECM
653
Estabrook Capital Management
New York
$4.03K
FMTCOCP
654
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
MFT
655
Moisand Fitzgerald Tamayo
Florida
$3.92K
HCP
656
Hexagon Capital Partners
Arkansas
$3.92K +$1.02K +10 +34%
API
657
Asset Planning Inc
California
$3.92K +$4K +39 New
TAM
658
Tucker Asset Management
Colorado
$3.82K
FP
659
Financial Perspectives
Minnesota
$3.62K
SS
660
Sunbelt Securities
Texas
$3.51K
PP
661
PFS Partners
New Jersey
$3.48K +$103 +1 +3%
CIAM
662
Caitong International Asset Management
Hong Kong
$3.42K +$3.49K +34 New
MSWM
663
Mowery & Schoenfeld Wealth Management
Illinois
$3.32K +$3.38K +33 New
WA
664
Whipplewood Advisors
Colorado
$3.32K +$3.38K +33 New
WT
665
Whittier Trust
California
$3.02K
MCM
666
MV Capital Management
Maryland
$2.92K
VWM
667
Vermillion Wealth Management
Minnesota
$2.92K +$2.97K +29 New
CSWM
668
Cassady Schiller Wealth Management
Ohio
$2.62K +$2.05K +20 +333%
MSWA
669
Marshall & Sterling Wealth Advisors
New York
$2.34K +$2.46K +24 New
CFS
670
CGC Financial Services
Oregon
$2.31K
VWM
671
Venturi Wealth Management
Texas
$2.21K +$205 +2 +10%
AAG
672
Armstrong Advisory Group
Massachusetts
$2.19K +$615 +6 +38%
CWC
673
Carolinas Wealth Consulting
North Carolina
$2.11K -$718 -7 -25%
CAL
674
Capital Analysts LLC
Pennsylvania
$2K -$1.13K -11 -42%
LWANC
675
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.91K

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.