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715 hedge funds and large institutions have $15.1B invested in Pentair in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 256 increasing their positions, 237 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $164M | Put options by funds: $54.6M

86% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 58

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

6% more funds holding

Funds holding: 672715 (+43)

8% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 237

3% more capital invested

Capital invested by funds: $14.6B → $15.1B (+$415M)

0.04% more ownership

Funds ownership: 90.53%90.56% (+0.04%)

Holders
715
Holders Change
+43
Holders Change %
+6.4%
% of All Funds
9.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
108
Increased
256
Reduced
237
Closed
58
Calls
$164M
Puts
$54.6M
Net Calls
+$109M
Net Calls Change
+$10M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.03B +$15.2M +148,031 +0.7%
BlackRock
2
BlackRock
New York
$1.54B +$6.9M +67,341 +0.4%
State Street
3
State Street
Massachusetts
$886M +$5.24M +51,142 +0.6%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$614M +$40.7M +396,581 +7%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$508M -$262M -2,557,006 -34%
Pictet Asset Management
6
Pictet Asset Management
Switzerland
$472M -$40.6M -395,891 -8%
Amundi
7
Amundi
France
$437M -$61.6M -600,789 -12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$410M +$8.94M +87,244 +2%
UBS AM
9
UBS AM
Illinois
$349M +$22.3M +217,867 +7%
Invesco
10
Invesco
Georgia
$331M -$28.3M -275,689 -8%
AllianceBernstein
11
AllianceBernstein
Tennessee
$284M -$6.44M -62,772 -2%
Morgan Stanley
12
Morgan Stanley
New York
$254M +$14.7M +143,388 +6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$251M -$7.87M -76,756 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$201M -$8.38M -81,725 -4%
Northern Trust
15
Northern Trust
Illinois
$197M +$43.9M +428,184 +28%
ProShare Advisors
16
ProShare Advisors
Maryland
$194M -$22.7M -221,714 -10%
Citadel Advisors
17
Citadel Advisors
Florida
$177M +$179M +1,747,943 +24,454%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$176M +$6.45M +62,926 +4%
Legal & General Group
19
Legal & General Group
United Kingdom
$159M +$4.66M +45,413 +3%
DekaBank Deutsche Girozentrale
20
DekaBank Deutsche Girozentrale
Germany
$149M
Deutsche Bank
21
Deutsche Bank
Germany
$148M +$12.2M +119,331 +9%
CCMG
22
Clark Capital Management Group
Pennsylvania
$146M +$1.46M +14,285 +1%
Charles Schwab
23
Charles Schwab
California
$142M -$19.6K -191 -0%
GCM
24
Gates Capital Management
New York
$134M -$10.1M -98,109 -7%
Bessemer Group
25
Bessemer Group
New Jersey
$129M +$35.6M +346,843 +37%

PNR Hedge Fund Activity: Q4 2024 in Review

715 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pentair (PNR) for Q4 2024, worth a combined $15.1B — up 2.8% from $14.6B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new PNR positions and 58 closed out — a net gain of 50 holders — while 256 added to existing stakes and 237 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $179M. The largest seller was Impax Asset Management Group, cutting an estimated $262M.

  • 715 institutional investors held Pentair (PNR) as of Q4 2024, up from 672 in Q3 2024.
  • Funds reported $15.1B of Pentair stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 108 funds opened new Pentair positions in Q4 2024 and 58 closed out, a net change of +50 holders.
  • The largest Pentair buyer in Q4 2024 was Citadel Advisors, an estimated $179M added.
  • The largest Pentair seller in Q4 2024 was Impax Asset Management Group, an estimated $262M sold.

Based on aggregated 13F filings for Q4 2024.