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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
SP
701
Systematic Portfolios
New York
-$244K -3,178 Closed
MM
702
MQS Management
New York
-$242K -3,150 Closed
PA
703
Profund Advisors
Maryland
-$208K -2,716 Closed
BCM
704
Bayesian Capital Management
New York
-$206K -2,688 Closed
PI
705
PEAK6 Investments
Illinois
-$59.3K -693 Closed
TFF
706
The Family Firm
Maryland
-$48K -626 Closed
CA
707
Crewe Advisors
Utah
-$25.9K -338 Closed
OWA
708
Opal Wealth Advisors
New York
-$24.5K -320 Closed
CFB
709
Cullen/Frost Bankers
Texas
-$11.2K -146 Closed
SA
710
Scarborough Advisors
Maryland
-$7.93K -103 Closed
FNWA
711
Financial Network Wealth Advisors
Utah
-$6.52K -85 Closed
Cohen & Steers
712
Cohen & Steers
New York
-$5K -69 Closed
RWMG
713
Redwood Wealth Management Group
New Jersey
-$4.06K -53 Closed
WIA
714
Wetzel Investment Advisors
Indiana
-$2.31K -27 Closed
TIM
715
Tortoise Investment Management
New York
-$1.94K -25 Closed
ATPW
716
Ashton Thomas Private Wealth
Arizona
-$1.61K -21 Closed
IBOK
717
Independence Bank of Kentucky
Kentucky
-$1.53K -20 Closed
VNA
718
Valley National Advisers
Pennsylvania
-$1K -20 Closed
GI
719
Gradient Investments
Minnesota
-$1.38K -18 Closed
VAG
720
VisionPoint Advisory Group
Texas
-$1.23K -16 Closed
GKIM
721
GW&K Investment Management
Massachusetts
-$1.03K -12 -86%
HNB
722
Hilltop National Bank
Wyoming
-$920 -12 Closed
RWM
723
Ruedi Wealth Management
Illinois
-$460 -6 Closed
UWS
724
Unique Wealth Strategies
Illinois
-$427 -5 Closed
KFS
725
Kelly Financial Services
Massachusetts
-$77 -1 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.