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Pentair
PNR

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: 636 → 672 (+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: 6 → 5 (-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

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$97.4M
2
Bessemer Group
Bessemer Group
New Jersey
+$77.5M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$33.9M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$24.2M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$23.9M

Top Sellers

1
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$108M
2
KCM
Kodai Capital Management
Illinois
-$103M
3
Millennium Management
Millennium Management
New York
-$89.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$62.3M
5
Morgan Stanley
Morgan Stanley
New York
-$55.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.96B +$3.24M +37,918 +0.2%
BlackRock
2
BlackRock
New York
$1.49B -$31M -362,514 -2%
State Street
3
State Street
Massachusetts
$856M +$22.2M +259,922 +3%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$743M -$108M -1,265,821 -14%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$558M +$22.1M +258,134 +5%
Pictet Asset Management
6
Pictet Asset Management
Switzerland
$497M +$1.09M +12,770 +0.3%
Amundi
7
Amundi
France
$482M -$4.55M -53,212 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$390M +$1.7M +19,853 +0.5%
Invesco
9
Invesco
Georgia
$349M -$6.28M -73,405 -2%
UBS AM
10
UBS AM
Illinois
$318M -$5.97M -69,777 -2%
AllianceBernstein
11
AllianceBernstein
Tennessee
$282M +$97.4M +1,138,272 +65%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$251M -$13.4M -156,323 -6%
Morgan Stanley
13
Morgan Stanley
New York
$233M -$55.9M -652,920 -22%
ProShare Advisors
14
ProShare Advisors
Maryland
$210M -$12.3M -144,206 -6%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$204M -$49.7K -581 -0%
Millennium Management
16
Millennium Management
New York
$186M -$89.5M -1,046,092 -36%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$165M +$4.06M +47,492 +3%
Legal & General Group
18
Legal & General Group
United Kingdom
$150M +$3.53M +41,220 +3%
Northern Trust
19
Northern Trust
Illinois
$150M -$4.1M -47,898 -3%
DekaBank Deutsche Girozentrale
20
DekaBank Deutsche Girozentrale
Germany
$144M +$13.6M +158,433 +12%
CCMG
21
Clark Capital Management Group
Pennsylvania
$140M +$24.2M +282,464 +25%
GCM
22
Gates Capital Management
New York
$140M -$4.03M -47,094 -3%
Charles Schwab
23
Charles Schwab
California
$138M -$128K -1,496 -0.1%
Deutsche Bank
24
Deutsche Bank
Germany
$133M +$11M +128,748 +10%
Swedbank
25
Swedbank
Sweden
$132M +$17.5M +205,000 +18%
1
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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.