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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
GAM
101
Gotham Asset Management
New York
$15.3M +$4.89M +57,176 +57%
DZ Bank
102
DZ Bank
Germany
$15.2M -$1.01M -11,819 -7%
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$15M -$3.41M -39,847 -21%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$14.9M -$231K -2,698 -2%
LIP
105
Lighthouse Investment Partners
Florida
$14.9M +$3.63M +42,400 +39%
Verition Fund Management
106
Verition Fund Management
Connecticut
$14.6M +$12.8M +149,810 New
Grantham, Mayo, Van Otterloo & Co (GMO)
107
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.6M -$4.67M -54,554 -27%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$14.4M -$5.83M -68,172 -31%
PP
109
Prospector Partners
Connecticut
$14.2M +$57.8K +676 +0.5%
Canada Life
110
Canada Life
Manitoba, Canada
$13.8M +$170K +1,984 +1%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$13.8M +$679K +7,931 +6%
Fisher Asset Management
112
Fisher Asset Management
Washington
$13.8M +$177K +2,072 +1%
PL
113
Perpetual Ltd
Australia
$13.7M -$30.6K -358 -0.3%
Nordea Investment Management
114
Nordea Investment Management
Sweden
$13.5M +$4.49M +52,441 +60%
US Bancorp
115
US Bancorp
Minnesota
$13.5M -$606K -7,088 -5%
SAM
116
Scopus Asset Management
New York
$12.7M -$2.09M -24,463 -16%
SG
117
Sienna Gestion
France
$12.4M +$1.7M +19,841 +18%
YCM
118
Yousif Capital Management
Michigan
$12.1M -$384K -4,488 -4%
GIA
119
Gateway Investment Advisers
Ohio
$11.9M -$1.45K -17 -0%
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$11.8M -$1.82M -21,300 -15%
GF
121
Gabelli Funds
New York
$10.8M -$85.6K -1,000 -0.9%
SLAM
122
Swiss Life Asset Management
$10.5M +$3.22M +37,627 +54%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$10.4M -$4.93M -57,624 -35%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$10.4M +$4.45M +52,018 +96%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$10.4M +$68.9K +805 +0.8%

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.