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636 hedge funds and large institutions have $11.8B invested in Pentair in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 235 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $108M | Put options by funds: $52.6M

18% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 57

7% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 220

0.12% more ownership

Funds ownership: 92.55%92.66% (+0.12%)

0% more funds holding

Funds holding: 636636 (0)

9% less capital invested

Capital invested by funds: $13B → $11.8B (-$1.23B)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
636
Holders Change
Holders Change %
0%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
67
Increased
235
Reduced
220
Closed
57
Calls
$108M
Puts
$52.6M
Net Calls
+$54.9M
Net Calls Change
-$22.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
676
Hunter Associates Investment Management
Pennsylvania
-$201K -2,361 Closed
AF
677
Affiance Financial
Minnesota
-$201K -2,351 Closed
VFA
678
Values First Advisors
Tennessee
-$201K -2,350 Closed
A
679
Allianz
Germany
-$38.4K -450 Closed
HFM
680
Harvest Fund Management
China
-$31.3K -388 -99%
FUBT
681
First United Bank & Trust
Maryland
-$11.4K -133 Closed
NCTC
682
New Covenant Trust Company
Indiana
-$10.9K -127 Closed
SIC
683
Salem Investment Counselors
North Carolina
-$10.7K -125 Closed
SC
684
SouthState Corp
Florida
-$3.67K -43 Closed
OLVIG
685
Oliver Lagore Vanvalin Investment Group
Michigan
-$2.99K -35 Closed
AAP
686
Arax Advisory Partners
Colorado
-$2.56K -30 Closed
DJSG
687
D.J. St. Germain
Massachusetts
-$1.88K -22 Closed
TWC
688
TD Waterhouse Canada
Ontario, Canada
-$999 -12 Closed
MAWCM
689
Mine & Arao Wealth Creation & Management
California
-$940 -11 Closed
DAM
690
Delta Asset Management
Tennessee
-$684 -8 Closed
JPWM
691
Jamison Private Wealth Management
Georgia
-$428 -5 Closed
CAL
692
Capital Advisors Ltd
Ohio
-$322 -4 -44%
CFGS
693
Concourse Financial Group Securities
Alabama
-$242 -3 Closed
TWP
694
TFO Wealth Partners
Ohio
-$171 -2 Closed

PNR Hedge Fund Activity: Q2 2024 in Review

636 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q2 2024, worth a combined $11.8B — down 9.5% from $13B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PNR positions and 57 closed out — a net gain of 10 holders — while 235 added to existing stakes and 220 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $125M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $85.4M sold.

  • 636 institutional investors held Pentair (PNR) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $11.8B of Pentair stock for Q2 2024, down 9.5% quarter-over-quarter.
  • 67 funds opened new Pentair positions in Q2 2024 and 57 closed out, a net change of +10 holders.
  • The largest Pentair buyer in Q2 2024 was AllianceBernstein, an estimated $125M added.
  • The largest Pentair seller in Q2 2024 was Southpoint Capital Advisors, an estimated $85.4M sold.

Based on aggregated 13F filings for Q2 2024.