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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
Victory Capital Management
51
Victory Capital Management
Texas
$35.5M -$1.61M -19,965 -4%
Aviva
52
Aviva
United Kingdom
$32.5M +$6.77M +84,013 +25%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$31.7M -$3.04M -37,711 -8%
Barclays
54
Barclays
United Kingdom
$30.3M -$8.94M -110,937 -22%
SCM
55
SG Capital Management
Illinois
$29.2M +$30.7M +380,540 New
ZIG
56
Zuckerman Investment Group
Illinois
$28.3M +$13.6K +169 +0%
DDPIC
57
Deroy & Devereaux Private Investment Counsel
Michigan
$27.7M -$115K -1,423 -0.4%
DPIM
58
Duff & Phelps Investment Management
Illinois
$27.4M
Norges Bank
59
Norges Bank
Norway
$27.3M +$8.83M +109,541 +44%
NEI
60
Northwest & Ethical Investments
Ontario, Canada
$27.1M -$2.72M -33,805 -9%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$26M -$636K -7,893 -2%
BNP Paribas Asset Management
62
BNP Paribas Asset Management
France
$25.8M -$790K -9,799 -3%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$25.7M -$51.7K -642 -0.2%
Wells Fargo
64
Wells Fargo
California
$24.8M +$5.36M +66,565 +26%
Ameriprise
65
Ameriprise
Minnesota
$24.4M -$626K -7,768 -2%
EAM
66
Eventide Asset Management
Massachusetts
$24.4M +$106K +1,321 +0.4%
PI
67
PGGM Investments
Netherlands
$23.7M -$2.2M -27,350 -8%
Mitsubishi UFJ Asset Management
68
Mitsubishi UFJ Asset Management
Japan
$23.7M +$1.91M +23,719 +8%
California Public Employees Retirement System
69
California Public Employees Retirement System
California
$23.3M -$829K -10,294 -3%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$21.4M +$1.2M +14,937 +6%
Two Sigma Investments
71
Two Sigma Investments
New York
$20.7M +$8.89M +110,400 +69%
Two Sigma Advisers
72
Two Sigma Advisers
New York
$20.7M +$16.7M +207,600 +335%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$20.5M +$551K +6,841 +3%
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$19.1M -$13.1M -162,892 -40%
PAMP
75
Polar Asset Management Partners
Ontario, Canada
$18.6M -$9.86M -122,400 -34%

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.