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Pinnacle Financial Partners Inc

408 hedge funds and large institutions have $5.8B invested in Pinnacle Financial Partners Inc in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,359% more call options, than puts

Call options by funds: $7.01M | Put options by funds: $285K

3% less capital invested

Capital invested by funds: $5.96B → $5.8B (-$154M)

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

1.14% less ownership

Funds ownership: 88.96%87.82% (-1.1%)

2% less funds holding

Funds holding: 418408 (-10)

23% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 155

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
408
Holders Change
-10
Holders Change %
-2.39%
% of All Funds
5.88%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
41
Increased
119
Reduced
155
Closed
45
Calls
$7.01M
Puts
$285K
Net Calls
+$6.72M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
301
Provident Wealth Management
Tennessee
$235K -$4.62K -55 -2%
DC
302
Diametric Capital
Massachusetts
$235K +$230K +2,732 New
ACA
303
Aptus Capital Advisors
Alabama
$231K
BRWA
304
B. Riley Wealth Advisors
Florida
$229K +$63.1K +751 +28%
PWA
305
Physician Wealth Advisors
Utah
$223K
TFS
306
Thoroughbred Financial Services
Tennessee
$222K -$817K -9,718 -79%
JSC
307
Jackson Square Capital
California
$222K -$10.3K -122 -5%
Qube Research & Technologies (QRT)
308
Qube Research & Technologies (QRT)
United Kingdom
$217K
UCFA
309
United Capital Financial Advisors
Texas
$213K -$23.5K -280 -10%
WFA
310
WMG Financial Advisors
Tennessee
$209K
ECM
311
Evergreen Capital Management
Washington
$208K
NA
312
NewEdge Advisors
Louisiana
$202K +$56.5K +672 +40%
GT
313
Glenmede Trust
Pennsylvania
$201K -$16.8K -200 -8%
FHA
314
First Horizon Advisors
Tennessee
$179K -$2.94K -35 -2%
LIA
315
Luken Investment Analytics
Tennessee
$179K
HCA
316
Harbor Capital Advisors
Illinois
$177K -$252 -3 -0.1%
VWM
317
Venturi Wealth Management
Texas
$173K +$1.6K +19 +1%
PA
318
Parallel Advisors
California
$173K +$5.46K +65 +3%
WPA
319
West Paces Advisors
Georgia
$172K -$42K -500 -20%
CCA
320
Criterion Capital Advisors
Tennessee
$172K
TRCT
321
Tower Research Capital (TRC)
New York
$165K -$293K -3,487 -65%
SAM
322
Shell Asset Management
Netherlands
$160K -$13K -155 -7%
BCMLT
323
Beacon Capital Management LLC (Tennessee)
Tennessee
$148K +$119K +1,420 +473%
KBC Group
324
KBC Group
Belgium
$145K +$29.4K +350 +26%
WT
325
Whittier Trust
California
$136K

PNFP Hedge Fund Activity: Q1 2024 in Review

408 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pinnacle Financial Partners Inc (PNFP) for Q1 2024, worth a combined $5.8B — down 2.6% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PNFP and 41 opened new positions — a net loss of 4 holders — while 155 trimmed existing stakes and 119 added.

The largest buyer was Wasatch Advisors, adding an estimated $82.8M. The largest seller was Morgan Stanley, cutting an estimated $54.1M.

  • 408 institutional investors held Pinnacle Financial Partners Inc (PNFP) as of Q1 2024, down from 418 in Q4 2023.
  • Funds reported $5.8B of Pinnacle Financial Partners Inc stock for Q1 2024, down 2.6% quarter-over-quarter.
  • 41 funds opened new Pinnacle Financial Partners Inc positions in Q1 2024 and 45 closed out, a net change of -4 holders.
  • The largest Pinnacle Financial Partners Inc buyer in Q1 2024 was Wasatch Advisors, an estimated $82.8M added.
  • The largest Pinnacle Financial Partners Inc seller in Q1 2024 was Morgan Stanley, an estimated $54.1M sold.

Based on aggregated 13F filings for Q1 2024.