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Pinnacle Financial Partners Inc

296 hedge funds and large institutions have $3.82B invested in Pinnacle Financial Partners Inc in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $1.2M

40% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 85

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.24% more ownership

Funds ownership: 72.24%76.49% (+4.2%)

3% more capital invested

Capital invested by funds: $3.72B → $3.82B (+$101M)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

2% less funds holding

Funds holding: 301296 (-5)

Holders
296
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
6.78%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
34
Increased
119
Reduced
85
Closed
35
Calls
$4.89M
Puts
$1.2M
Net Calls
+$3.69M
Net Calls Change
-$993K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
276
Claybrook Capital
Massachusetts
$13K
SF
277
Synovus Financial
Georgia
$12K +$12.4K +189 New
DAM
278
Delta Asset Management
Tennessee
$10K
GRP
279
Global Retirement Partners
California
$9K +$9.15K +140 New
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
$8K
YWP
281
YorkBridge Wealth Partners
New York
$8K +$2.42K +37 +46%
LF
282
Lee Financial
Texas
$7K
SIAS
283
Shine Investment Advisory Services
Colorado
$6K
Simplex Trading
284
Simplex Trading
Illinois
$6K +$6.41K +98 New
ASN
285
Advisory Services Network
Georgia
$5K -$1.5K -23 -23%
QCG
286
Quadrant Capital Group
Ohio
$5K
AssetMark Inc
287
AssetMark Inc
California
$5K +$3.4K +52 +158%
CFG
288
Citizens Financial Group
Rhode Island
$5K +$5.23K +80 New
FRA
289
Front Row Advisors
California
$4K +$3.73K +57 New
CHP
290
Cable Hill Partners
Oregon
$2K
RCAG
291
Rehmann Capital Advisory Group
Michigan
$2K +$2.16K +33 New
ACS
292
Archford Capital Strategies
Illinois
$2K +$2.29K +35 New
WAM
293
Wealthspire Advisors (Maryland)
Maryland
$1K -$85K -1,301 -99%
CAW
294
Cornerstone Advisors (Washington)
Washington
$1K +$1.05K +16 New
LWA
295
Lenox Wealth Advisors
New York
$1K +$1.05K +16 New
VNIM
296
Vaughan Nelson Investment Management
Texas
-$66.1M -997,052 Closed
Lord, Abbett & Co
297
Lord, Abbett & Co
New Jersey
-$25.8M -388,691 Closed
CC
298
Carlson Capital
Texas
-$20.3M -305,802 Closed
EMFAT
299
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$8.85M -133,412 Closed
PC
300
Pier Capital
Connecticut
-$7.21M -108,811 Closed

PNFP Hedge Fund Activity: Q1 2018 in Review

296 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pinnacle Financial Partners Inc (PNFP) for Q1 2018, worth a combined $3.82B — up 2.7% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of PNFP and 34 opened new positions — a net loss of 1 holder — while 85 trimmed existing stakes and 119 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $118M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $66.1M sold.

  • 296 institutional investors held Pinnacle Financial Partners Inc (PNFP) as of Q1 2018, down from 301 in Q4 2017.
  • Funds reported $3.82B of Pinnacle Financial Partners Inc stock for Q1 2018, up 2.7% quarter-over-quarter.
  • 34 funds opened new Pinnacle Financial Partners Inc positions in Q1 2018 and 35 closed out, a net change of -1 holder.
  • The largest Pinnacle Financial Partners Inc buyer in Q1 2018 was Wellington Management Group, an estimated $118M added.
  • The largest Pinnacle Financial Partners Inc seller in Q1 2018 was Vaughan Nelson Investment Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2018.