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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
VOYA Investment Management
101
VOYA Investment Management
Georgia
$16.1M +$1.97M +19,231 +14%
SAM
102
Scopus Asset Management
New York
$16M +$2.95M +28,750 +22%
New York State Teachers Retirement System (NYSTRS)
103
New York State Teachers Retirement System (NYSTRS)
New York
$15.7M -$35K -341 -0.2%
Universal-Beteiligungs- und Servicegesellschaft
104
Universal-Beteiligungs- und Servicegesellschaft
Germany
$15.6M +$15.9M +155,020 New
Citigroup
105
Citigroup
New York
$15.5M -$3.22M -31,366 -17%
Wellington Management Group
106
Wellington Management Group
Massachusetts
$15.2M -$1.36M -13,291 -8%
Two Sigma Advisers
107
Two Sigma Advisers
New York
$15.1M -$6.88M -67,100 -31%
Raymond James Financial
108
Raymond James Financial
Florida
$15M +$15.3M +148,932 New
Fisher Asset Management
109
Fisher Asset Management
Washington
$14.8M +$608K +5,930 +4%
TAM
110
Thematics Asset Management
France
$14.7M -$3.9M -38,000 -21%
PP
111
Prospector Partners
Connecticut
$14.7M +$33.1K +323 +0.2%
AAF
112
Andra AP-fonden
Sweden
$14.6M -$2.82M -27,500 -16%
Janney Montgomery Scott
113
Janney Montgomery Scott
Pennsylvania
$14.5M -$917K -8,942 -6%
Canada Life
114
Canada Life
Manitoba, Canada
$14.2M -$16.2K -158 -0.1%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$14M -$994K -9,691 -7%
US Bancorp
116
US Bancorp
Minnesota
$13.8M -$13.8K -135 -0.1%
PL
117
Perpetual Ltd
Australia
$13.5M -$575K -5,604 -4%
COA
118
Charter Oak Advisors
New York
$13.3M +$13.6M +132,353 New
DZ Bank
119
DZ Bank
Germany
$13.2M -$2.51M -24,520 -16%
Caisse de Depot et Placement du Quebec (CDPQ)
120
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$13M +$13.2M +128,923 New
DB
121
Danske Bank
Denmark
$12.8M -$4.82M -47,049 -27%
RBI
122
Raiffeisen Bank International
Austria
$12.7M +$13M +126,596 New
LF
123
Lansforsakringar Fondforvaltning
Sweden
$12.5M +$12.8M +124,387 New
PI
124
PGGM Investments
Netherlands
$12.4M -$9.74M -95,029 -43%
Thrivent Financial for Lutherans
125
Thrivent Financial for Lutherans
Minnesota
$12.4M -$10M -97,695 -44%

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.