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Pinnacle Financial Partners Inc

391 hedge funds and large institutions have $4.37B invested in Pinnacle Financial Partners Inc in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 123 increasing their positions, 155 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

94% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.77M

20% more capital invested

Capital invested by funds: $3.65B → $4.37B (+$717M)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0.68% more ownership

Funds ownership: 84.12%84.8% (+0.68%)

1% more funds holding

Funds holding: 389391 (+2)

21% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 155

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
44
Increased
123
Reduced
155
Closed
39
Calls
$11.2M
Puts
$5.77M
Net Calls
+$5.45M
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
301
Raymond James Trust
Florida
$239K +$240K +3,562 New
GAM
302
Gotham Asset Management
New York
$236K -$120K -1,772 -33%
BRWA
303
B. Riley Wealth Advisors
Florida
$229K +$230K +3,412 New
RDWM
304
Red Door Wealth Management
Tennessee
$214K +$215K +3,189 New
CA
305
Cetera Advisors
Colorado
$213K -$67.6K -1,002 -24%
Nisa Investment Advisors
306
Nisa Investment Advisors
Missouri
$207K +$203K +3,010 +3,541%
WPA
307
West Paces Advisors
Georgia
$201K
SJL
308
Shayne & Jacobs LLC
Tennessee
$201K +$202K +3,000 New
QCG
309
Quadrant Capital Group
Ohio
$192K
SAM
310
Shell Asset Management
Netherlands
$189K -$2.97K -44 -2%
Qube Research & Technologies (QRT)
311
Qube Research & Technologies (QRT)
United Kingdom
$170K +$171K +2,532 New
BFEC
312
Benjamin F. Edwards & Company
Missouri
$161K
PA
313
Parallel Advisors
California
$145K +$270 +4 +0.2%
FHA
314
First Horizon Advisors
Tennessee
$142K +$7.08K +105 +5%
LIA
315
Luken Investment Analytics
Tennessee
$139K
C
316
Covestor
United Kingdom
$137K -$48K -712 -26%
HCA
317
Harbor Capital Advisors
Illinois
$135K -$51.1K -757 -27%
HWA
318
Heritage Wealth Advisors
Virginia
$135K -$44K -652 -25%
VWM
319
Venturi Wealth Management
Texas
$134K +$20.2K +300 +18%
Lazard Asset Management
320
Lazard Asset Management
New York
$114K +$115K +1,705 New
WT
321
Whittier Trust
California
$106K
BCMLT
322
Beacon Capital Management LLC (Tennessee)
Tennessee
$97.4K
HNB
323
Huntington National Bank
Ohio
$93.9K -$3.78K -56 -4%
NA
324
NewEdge Advisors
Louisiana
$87.2K -$62.5K -926 -42%
SWM
325
Spire Wealth Management
Virginia
$84.5K

PNFP Hedge Fund Activity: Q3 2023 in Review

391 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pinnacle Financial Partners Inc (PNFP) for Q3 2023, worth a combined $4.37B — up 20% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PNFP positions and 39 closed out — a net gain of 5 holders — while 123 added to existing stakes and 155 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $63.9M. The largest seller was State Street, cutting an estimated $34.2M.

  • 391 institutional investors held Pinnacle Financial Partners Inc (PNFP) as of Q3 2023, up from 389 in Q2 2023.
  • Funds reported $4.37B of Pinnacle Financial Partners Inc stock for Q3 2023, up 20% quarter-over-quarter.
  • 44 funds opened new Pinnacle Financial Partners Inc positions in Q3 2023 and 39 closed out, a net change of +5 holders.
  • The largest Pinnacle Financial Partners Inc buyer in Q3 2023 was Wellington Management Group, an estimated $63.9M added.
  • The largest Pinnacle Financial Partners Inc seller in Q3 2023 was State Street, an estimated $34.2M sold.

Based on aggregated 13F filings for Q3 2023.