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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
Baird Financial Group
176
Baird Financial Group
Wisconsin
$4.69M -$146K -1,712 -3%
ASRS
177
Arizona State Retirement System
Arizona
$4.65M +$184K +2,149 +5%
OC
178
Oppenheimer & Co
New York
$4.59M +$2.91K +34 +0.1%
EAM
179
Eagle Asset Management
Florida
$4.58M +$1.39M +16,280 +59%
Bank Julius Baer & Co
180
Bank Julius Baer & Co
Switzerland
$4.51M +$6.67K +78 +0.1%
TD Asset Management
181
TD Asset Management
Ontario, Canada
$4.41M -$31.6K -369 -0.8%
SOMRS
182
State of Michigan Retirement System
Michigan
$4.41M -$34.2K -400 -0.9%
SCM
183
SG Capital Management
Illinois
$4.36M -$28.7M -335,994 -88%
KA
184
Kintegral Advisory
New York
$4.34M -$49.8K -582 -1%
AIM
185
Achmea Investment Management
Netherlands
$4.32M
MIM
186
MetLife Investment Management
New Jersey
$4.21M -$106K -1,241 -3%
CF
187
Corebridge Financial
Texas
$4.09M -$132K -1,546 -4%
NYLIM
188
New York Life Investment Management
New York
$4.07M -$162K -1,893 -4%
MIIM
189
Mesirow Institutional Investment Management
Illinois
$4.05M -$550K -6,424 -13%
Envestnet Portfolio Solutions
190
Envestnet Portfolio Solutions
Illinois
$4.02M -$266K -3,113 -7%
Holocene Advisors
191
Holocene Advisors
New York
$4M +$3.5M +40,955 New
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$4M +$625K +7,300 +22%
CWM
193
Compass Wealth Management
Connecticut
$3.97M -$463K -5,408 -12%
Mariner
194
Mariner
Kansas
$3.96M +$93.1K +1,088 +3%
MPIA
195
Mountain Pacific Investment Advisers
Idaho
$3.95M -$62.5K -730 -2%
NAM
196
Nissay Asset Management
Japan
$3.87M -$644K -7,525 -16%
AAB
197
ABN AMRO Bank
Netherlands
$3.8M -$87.5K -1,023 -3%
Credit Agricole
198
Credit Agricole
France
$3.79M +$195K +2,276 +6%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$3.78M +$109K +1,276 +3%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$3.78M +$268K +3,129 +9%

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.