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Pinnacle Financial Partners
PNFP

Overview Fund Activity

418 hedge funds and large institutions have $5.96B invested in Pinnacle Financial Partners in 2023 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 140 increasing their positions, 147 reducing their positions, and 30 closing their positions.

Holders
418
Holders Change
+27
Holders Change %
+6.91%
% of All Funds
6.13%
Holding in Top 10
10
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+233.33%
% of All Funds
0.15%
New
66
Increased
140
Reduced
147
Closed
30
Calls
$14.5M
Puts
$26K
Net Calls
+$14.4M
Net Calls Change
+$8.99M

Top Buyers

1
NRCM
1
North Reef Capital Management
California
$143M
2
Morgan Stanley
2
Morgan Stanley
New York
$120M
3
Invesco
3
Invesco
Georgia
$262M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$70.5M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$215M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.37M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$144M
3
Jennison Associates
3
Jennison Associates
New York
$93.4M
4
CCM
4
Channing Capital Management
Illinois
$66.9M
5
MIIM
5
Mesirow Institutional Investment Management
Illinois
$5.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
301
Red Door Wealth Management
Tennessee
$278K – – –
ONB
302
Old National Bancorp
Indiana
$274K -$291K -3,332 -51%
HAG
303
HighPoint Advisor Group
Illinois
$262K +$262K +3,156 New
PRC
304
Pearl River Capital
Michigan
$262K +$262K +3,001 New
SJL
305
Shayne & Jacobs LLC
Tennessee
$262K – – –
SCA
306
Snowden Capital Advisors
New York
$261K +$261K +2,992 New
OIA
307
OneDigital Investment Advisors
Kansas
$249K +$249K +2,853 New
PWA
308
Physician Wealth Advisors
Utah
$248K +$248K +2,826 New
PWM
309
Provident Wealth Management
Tennessee
$244K +$244K +2,795 New
PFS
310
Prospera Financial Services
Texas
$243K -$482K -5,523 -67%
UCFA
311
United Capital Financial Advisors
Texas
$240K +$240K +2,757 New
WPW
312
Waldron Private Wealth
Pennsylvania
$239K +$239K +2,738 New
JSC
313
Jackson Square Capital
California
$236K -$500K -5,736 -68%
ACA
314
Aptus Capital Advisors
Alabama
$234K +$234K +2,688 New
BRWA
315
B. Riley Wealth Advisors
Florida
$232K -$65.5K -751 -22%
SI
316
Seeds Investor
New York
$229K +$229K +2,626 New
GAM
317
Gotham Asset Management
New York
$222K -$85.7K -983 -28%
GT
318
Glenmede Trust
Pennsylvania
$222K +$222K +2,540 New
FA
319
FDx Advisors
Illinois
$221K +$221K +2,531 New
Qube Research & Technologies (QRT)
320
Qube Research & Technologies (QRT)
United Kingdom
$221K – – –
WPA
321
West Paces Advisors
Georgia
$218K -$43.6K -500 -17%
WP
322
WMS Partners
Maryland
$218K +$218K +2,500 New
WFA
323
WMG Financial Advisors
Tennessee
$212K +$212K +2,433 New
ECM
324
Evergreen Capital Management
Washington
$211K +$211K +2,424 New
Capstone Investment Advisors
325
Capstone Investment Advisors
New York
$211K +$211K +2,423 New
11 12
13
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