We are live on ! Find out more

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
MP
176
McDonald Partners
Ohio
$3.95M -$28.9K -359 -0.7%
CP
177
CenterBook Partners
Connecticut
$3.85M +$2.48M +30,726 +158%
Baird Financial Group
178
Baird Financial Group
Wisconsin
$3.81M +$27.7K +344 +0.7%
JFG
179
Jefferies Financial Group
New York
$3.73M -$2.65M -32,900 -40%
D.E. Shaw & Co
180
D.E. Shaw & Co
New York
$3.68M -$7M -86,899 -64%
Prudential Financial
181
Prudential Financial
New Jersey
$3.67M -$441K -5,471 -10%
MIIM
182
Mesirow Institutional Investment Management
Illinois
$3.67M -$55.4K -688 -1%
NAM
183
Nissay Asset Management
Japan
$3.61M -$369K -4,578 -9%
TC
184
Taika Capital
Florida
$3.61M -$1.63M -20,230 -30%
OC
185
Oppenheimer & Co
New York
$3.6M -$695K -8,632 -16%
HighTower Advisors
186
HighTower Advisors
Illinois
$3.55M +$94.6K +1,174 +3%
CWM
187
Compass Wealth Management
Connecticut
$3.53M -$54.3K -674 -1%
Daiwa Securities Group
188
Daiwa Securities Group
Japan
$3.51M +$551K +6,836 +18%
TD Asset Management
189
TD Asset Management
Ontario, Canada
$3.51M +$85K +1,055 +2%
SOMRS
190
State of Michigan Retirement System
Michigan
$3.49M +$16.1K +200 +0.4%
ASRS
191
Arizona State Retirement System
Arizona
$3.48M -$3.87K -48 -0.1%
KA
192
Kintegral Advisory
New York
$3.45M +$3.63M +45,001 New
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$3.42M +$726K +9,005 +24%
MIM
194
MetLife Investment Management
New Jersey
$3.39M +$450K +5,588 +14%
Envestnet Portfolio Solutions
195
Envestnet Portfolio Solutions
Illinois
$3.39M -$626K -7,765 -15%
AIM
196
Achmea Investment Management
Netherlands
$3.38M
NYLIM
197
New York Life Investment Management
New York
$3.33M +$297K +3,690 +9%
CF
198
Corebridge Financial
Texas
$3.33M +$3.5M +43,386 New
IIM
199
INTECH Investment Management
Florida
$3.25M +$1.93M +23,945 +130%
MPIA
200
Mountain Pacific Investment Advisers
Idaho
$3.16M -$29.8M -370,006 -90%

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.