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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
HSBC Holdings
101
HSBC Holdings
United Kingdom
$12.7M -$6.97M -86,475 -34%
Wellington Management Group
102
Wellington Management Group
Massachusetts
$12.7M -$483K -5,990 -3%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$12.5M -$36.7K -455 -0.3%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$11.9M -$858K -10,655 -6%
SAM
105
Scopus Asset Management
New York
$11.8M -$10.7M -132,800 -46%
PP
106
Prospector Partners
Connecticut
$11.1M +$66.2K +822 +0.6%
US Bancorp
107
US Bancorp
Minnesota
$11.1M -$438K -5,431 -4%
BRA
108
Biechele Royce Advisors
Indiana
$11M -$664K -8,242 -5%
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$10.9M +$245K +3,037 +2%
PL
110
Perpetual Ltd
Australia
$10.7M +$403K +5,005 +4%
Canada Life
111
Canada Life
Manitoba, Canada
$10.7M +$2.77M +34,433 +33%
Man Group
112
Man Group
United Kingdom
$10.6M -$7.95M -98,633 -42%
Fisher Asset Management
113
Fisher Asset Management
Washington
$10.6M +$372K +4,621 +3%
ZP
114
Zimmer Partners
New York
$10.4M -$222K -2,750 -2%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$10.2M +$159K +1,973 +2%
YCM
116
Yousif Capital Management
Michigan
$9.8M -$717K -8,900 -7%
Federated Hermes
117
Federated Hermes
Pennsylvania
$9.61M -$127K -1,582 -1%
State of Tennessee, Department of Treasury
118
State of Tennessee, Department of Treasury
Tennessee
$9.55M -$3.22K -40 -0%
GLA
119
Great Lakes Advisors
Illinois
$9.43M +$3.87M +47,996 +64%
GIA
120
Gateway Investment Advisers
Ohio
$9.35M
PAM
121
Palisade Asset Management
Minnesota
$8.67M
Korea Investment Corp
122
Korea Investment Corp
South Korea
$8.61M -$12.9M -159,788 -59%
GF
123
Gabelli Funds
New York
$8.56M -$64.5K -800 -0.7%
Nomura Holdings
124
Nomura Holdings
Japan
$8.43M +$7.89M +97,906 +812%
FAF
125
Första AP-fonden
Sweden
$8.4M -$588K -7,300 -6%

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.