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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
CA
676
Continuum Advisory
Idaho
$1.81K
FNWA
677
Financial Network Wealth Advisors
Utah
$1.81K +$1.84K +18 New
CFO
678
CVA Family Office
Colorado
$1.71K
TCA
679
Trifecta Capital Advisors
Illinois
$1.61K
WA
680
WPG Advisers
Maryland
$1.61K +$1.64K +16 New
AFG
681
Albion Financial Group
Utah
$1.51K
FMP
682
Financial Management Professionals
Texas
$1.51K
GBT
683
Grove Bank & Trust
Florida
$1.51K +$1.54K +15 New
CAS
684
Coppell Advisory Solutions
Texas
$1.51K +$1.54K +15 New
CFFP
685
Center for Financial Planning
Michigan
$1.41K
GEA
686
Glen Eagle Advisors
New Jersey
$1.41K
LIS
687
Legacy Investment Solutions
Idaho
$1.37K
LWMI
688
Legacy Wealth Management (Idaho)
Idaho
$1.37K
TFM
689
TFC Financial Management
Massachusetts
$1.31K
OC
690
Oakworth Capital
Alabama
$1.31K
RTC
691
Riverview Trust Company
Washington
$1.21K
MMCM
692
Murphy & Mullick Capital Management
New York
$1.11K +$1.13K +11 New
ZB
693
Zions Bancorporation
Utah
$1.01K
CAL
694
Capital Advisors Ltd
Ohio
$1K
T
695
Transce3nd
Texas
$917 +$923 +9 New
FGA
696
Fortis Group Advisors
New Jersey
$906
FWA
697
Flagship Wealth Advisors
Massachusetts
$805 +$820 +8 New
SO
698
Sierra Ocean
California
$707 +$718 +7 New
EWP
699
Elevation Wealth Partners
California
$705
DJSG
700
D.J. St. Germain
Massachusetts
$704

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.