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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
LIP
126
Lighthouse Investment Partners
Florida
$8.4M +$773K +9,600 +10%
SG
127
Sienna Gestion
France
$8.26M
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$8.1M +$880K +10,921 +12%
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$8.09M +$1.02M +12,671 +14%
Robeco Institutional Asset Management
130
Robeco Institutional Asset Management
Netherlands
$7.81M -$212K -2,636 -3%
GAM
131
Gotham Asset Management
New York
$7.63M -$50.9K -632 -0.6%
Natixis Advisors
132
Natixis Advisors
Massachusetts
$7.59M -$809K -10,041 -9%
WA
133
Waverly Advisors
Alabama
$7.57M +$3.95K +49 +0%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.53M +$72.1K +895 +0.9%
CM
135
Castleark Management
Illinois
$7.3M -$1.52M -18,850 -17%
CAM
136
Cresset Asset Management
Illinois
$7.28M +$886K +10,998 +13%
Mitsubishi UFJ Trust & Banking
137
Mitsubishi UFJ Trust & Banking
Japan
$7.27M +$1.08M +13,406 +16%
BB
138
Busey Bank
Illinois
$7.24M -$114K -1,409 -1%
Chevy Chase Trust
139
Chevy Chase Trust
Maryland
$6.95M -$71.6K -889 -1%
Nordea Investment Management
140
Nordea Investment Management
Sweden
$6.73M +$1.13M +14,057 +19%
BGIM
141
Brandywine Global Investment Management
Pennsylvania
$6.59M +$282K +3,495 +4%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$6.38M +$587K +7,283 +10%
Toronto Dominion Bank
143
Toronto Dominion Bank
Ontario, Canada
$6.25M -$2.57M -31,866 -28%
Wealth Enhancement Advisory Services
144
Wealth Enhancement Advisory Services
Minnesota
$6.2M -$108K -1,342 -2%
MMA
145
Mizuho Markets Americas
New York
$6.07M -$5.35M -66,363 -46%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
146
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.94M +$2.81M +34,932 +82%
Walleye Capital
147
Walleye Capital
New York
$5.94M +$3.83M +47,502 +159%
TRSOTSOK
148
Teachers Retirement System of the State of Kentucky
Kentucky
$5.89M -$30.3K -376 -0.5%
Osaic Holdings
149
Osaic Holdings
Arizona
$5.83M -$1.62M -20,146 -21%
MPI
150
Mairs & Power Inc
Minnesota
$5.59M -$1.49M -18,512 -20%

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.