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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
RJA
151
Raymond James & Associates
Florida
$5.43M +$253K +3,135 +5%
Asset Management One
152
Asset Management One
Japan
$5.41M -$21.9K -272 -0.4%
Jane Street
153
Jane Street
New York
$5.36M +$4.34M +53,924 +337%
SLAM
154
Swiss Life Asset Management
$5.32M -$325K -4,039 -6%
Connor, Clark & Lunn Investment Management (CC&L)
155
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.2M +$5.47M +67,865 New
MSV
156
MN Services Vermogensbeheer
Netherlands
$5M -$129K -1,600 -2%
FFN
157
Focus Financial Network
Minnesota
$4.86M +$81 +1 +0%
Brown Advisory
158
Brown Advisory
Maryland
$4.81M +$1.45M +18,005 +40%
DWM
159
Dakota Wealth Management
Florida
$4.63M -$167K -2,076 -3%
LPL Financial
160
LPL Financial
California
$4.63M +$56.7K +704 +1%
Nisa Investment Advisors
161
Nisa Investment Advisors
Missouri
$4.6M
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$4.56M -$19.4K -241 -0.4%
SEI Investments
163
SEI Investments
Pennsylvania
$4.49M -$297K -3,682 -6%
Bank Julius Baer & Co
164
Bank Julius Baer & Co
Switzerland
$4.45M -$6.28K -78 -0.1%
MYAM
165
Meiji Yasuda Asset Management
Japan
$4.44M +$489K +6,074 +12%
State of New Jersey Common Pension Fund D
166
State of New Jersey Common Pension Fund D
New Jersey
$4.35M -$2.19M -27,138 -32%
Ensign Peak Advisors
167
Ensign Peak Advisors
Utah
$4.32M
Caisse de Depot et Placement du Quebec (CDPQ)
168
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.29M +$1.82M +22,600 +68%
UOC
169
UBS O'Connor
Illinois
$4.26M -$11.7M -145,270 -72%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$4.21M +$339K +4,202 +8%
PP
171
Prudential plc
United Kingdom
$4.2M +$656K +8,136 +17%
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
$4.17M +$3.71M +46,090 +560%
CSS
173
Cubist Systematic Strategies
Connecticut
$4.06M +$4.26M +52,909 New
SG Americas Securities
174
SG Americas Securities
New York
$4.05M -$44.2M -548,319 -91%
CB
175
Commerce Bank
Missouri
$4.01M +$3.47M +43,054 +468%

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.