We are live on ! Find out more
PNR icon

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
HWA
701
Heritage Wealth Advisors
Virginia
$604 +$103 +1 +20%
LCM
702
Logan Capital Management
Pennsylvania
$604 +$615 +6 New
PWM
703
Parkworth Wealth Management
California
$604 +$615 +6 New
KLWA
704
Kelly Lawrence W & Associates
California
$503
WPA
705
West Paces Advisors
Georgia
$403
PWA
706
Principia Wealth Advisory
Texas
$403 +$410 +4 New
NC
707
NewSquare Capital
Pennsylvania
$302 +$308 +3 New
SWA
708
SOA Wealth Advisors
New York
$211
MSG
709
Main Street Group
Virginia
$202 -$1.23K -12 -86%
AWM
710
Accredited Wealth Management
Kentucky
$202 +$205 +2 New
CSC
711
Caldwell Sutter Capital
California
$201
HCM
712
Hollencrest Capital Management
California
$201
CFP
713
Comprehensive Financial Planning
Pennsylvania
$201 +$205 +2 New
AWM
714
Activest Wealth Management
Florida
$101 +$103 +1 New
KA
715
Kozak & Associates
Colorado
$21
KCM
716
Kodai Capital Management
Illinois
-$113M -1,152,995 Closed
D.E. Shaw & Co
717
D.E. Shaw & Co
New York
-$17.9M -182,980 Closed
UOC
718
UBS O'Connor
Illinois
-$7.12M -72,830 Closed
Rockefeller Capital Management
719
Rockefeller Capital Management
New York
-$5.73M -58,599 Closed
ECM
720
ExodusPoint Capital Management
New York
-$5.63M -57,522 Closed
SCM
721
SG Capital Management
Illinois
-$4.36M -44,546 Closed
ZP
722
Zimmer Partners
New York
-$2.93M -30,000 Closed
WAM
723
Weiss Asset Management
Massachusetts
-$2.25M -23,054 Closed
QCM
724
Qsemble Capital Management
New York
-$1.47M -15,025 Closed
AIC
725
Aurora Investment Counsel
Georgia
-$1.41M -14,385 Closed

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.