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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
MIM
751
Marco Investment Management
Georgia
-$205K -2,100 Closed
VFA
752
Values First Advisors
Tennessee
-$178K -1,820 Closed
CFM
753
Catalyst Funds Management
Australia
-$117K -1,200 Closed
CPA
754
Capital Performance Advisors
California
-$92.6K -947 Closed
BWP
755
Baldwin Wealth Partners
Massachusetts
-$78.2K -800 Closed
ACM
756
Aster Capital Management
United Arab Emirates
-$65.8K -673 Closed
RA
757
Rational Advisors
New York
-$51.6K -528 Closed
OA
758
Operose Advisors
Wisconsin
-$50.9K -520 Closed
NS
759
NBC Securities
Alabama
-$37K -383 Closed
ATS
760
Ashton Thomas Securities
New York
-$13.2K -135 Closed
MRC
761
Millburn Ridgefield Corp
New York
-$12.7K -130 Closed
JIP
762
Jaffetilchin Investment Partners
Florida
-$11K -112 Closed
NFSG
763
Newbridge Financial Services Group
Florida
-$9.78K -100 Closed
TWC
764
TD Waterhouse Canada
Ontario, Canada
-$9.68K -100 Closed
HGERS
765
Householder Group Estate & Retirement Specialist
Arizona
-$6K -71 Closed
IUHSA
766
Itau Unibanco Holding S.A.
Brazil
-$6.45K -66 Closed
MAM
767
Meeder Asset Management
Ohio
-$4.6K -47 Closed
DF
768
Dunhill Financial
United Kingdom
-$3.26K -33 Closed
SIC
769
Salem Investment Counselors
North Carolina
-$2.15K -22 Closed
CA
770
Claris Advisors
Missouri
-$978 -10 Closed
RS
771
Rakuten Securities
Japan
-$978 -10 Closed
PS
772
Planned Solutions
California
-$489 -5 Closed
RWM
773
Reston Wealth Management
Virginia
-$303 -3 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.