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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
Zurich Cantonal Bank
51
Zurich Cantonal Bank
Switzerland
$47.6M -$3.53M -41,250 -8%
Barclays
52
Barclays
United Kingdom
$47.5M +$7.69M +89,917 +23%
Aviva
53
Aviva
United Kingdom
$43.7M +$1.99M +23,293 +5%
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$43.2M +$33.9M +395,962 +862%
Victory Capital Management
55
Victory Capital Management
Texas
$42.7M -$2.28M -26,705 -6%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$41.2M +$17.4M +203,442 +94%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$41.2M +$594K +6,943 +2%
Assenagon Asset Management
58
Assenagon Asset Management
Luxembourg
$37.2M +$15.7M +184,003 +94%
DDPIC
59
Deroy & Devereaux Private Investment Counsel
Michigan
$35.6M +$269K +3,144 +0.9%
ZIG
60
Zuckerman Investment Group
Illinois
$35.2M -$778K -9,089 -2%
Norges Bank
61
Norges Bank
Norway
$34.3M -$467K -5,463 -2%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$33.2M +$395K +4,622 +1%
Ameriprise
63
Ameriprise
Minnesota
$31.8M +$539K +6,301 +2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$31.7M +$3.85M +44,955 +16%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$31.2M -$1.71M -20,042 -6%
DPIM
66
Duff & Phelps Investment Management
Illinois
$30.2M -$4.15M -48,507 -14%
Adage Capital Partners
67
Adage Capital Partners
Massachusetts
$30.2M +$23.9M +279,269 +948%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$29.9M +$11.7M +136,971 +81%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$29.8M -$366K -4,275 -1%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$29.2M -$442K -5,166 -2%
NEI
71
Northwest & Ethical Investments
Ontario, Canada
$29M -$4.87M -56,867 -16%
Wells Fargo
72
Wells Fargo
California
$27.5M -$3.64M -42,562 -13%
EAM
73
Eventide Asset Management
Massachusetts
$26.2M -$4.33M -50,581 -16%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$26.1M -$39.6K -463 -0.2%
BNP Paribas Asset Management
75
BNP Paribas Asset Management
France
$24.9M -$7.01M -81,942 -24%

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.