PNFP icon

Pinnacle Financial Partners
PNFP

Overview Fund Activity

419 hedge funds and large institutions have $6.58B invested in Pinnacle Financial Partners in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
419
Holders Change
+7
Holders Change %
+1.7%
% of All Funds
6.06%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
54
Increased
134
Reduced
146
Closed
45
Calls
$9.32M
Puts
$969K
Net Calls
+$8.35M
Net Calls Change
+$3.84M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$97.4M
2
ACL
2
Azora Capital LP
Florida
$64.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$266M
4
Holocene Advisors
4
Holocene Advisors
New York
$21.6M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$96.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$245M
2
NRCM
2
North Reef Capital Management
California
$121M
3
DRZID
3
DePrince Race & Zollo Inc (DRZ)
Florida
$10.4M
4
WA
4
Wasatch Advisors
Utah
$289M
5
Goldman Sachs
5
Goldman Sachs
New York
$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
301
Tidal Investments
Wisconsin
$290K -$5.49K -56 -2%
ECM
302
Evergreen Capital Management
Washington
$285K +$23.6K +241 +9%
JSC
303
Jackson Square Capital
California
$284K +$284K +2,900 New
PWM
304
Provident Wealth Management
Tennessee
$268K – – –
VWM
305
Venturi Wealth Management
Texas
$262K +$44.1K +450 +20%
SFM
306
Systematic Financial Management
New Jersey
$261K +$261K +2,666 New
GC
307
Guggenheim Capital
Illinois
$256K -$268K -2,735 -51%
HWM
308
HB Wealth Management
Georgia
$248K +$248K +2,528 New
AAM
309
Advisors Asset Management
Colorado
$239K -$207K -2,117 -46%
WFA
310
WMG Financial Advisors
Tennessee
$238K +$238K +2,433 New
FTWA
311
Fifth Third Wealth Advisors
Ohio
$235K +$5.09K +52 +2%
BRWA
312
B. Riley Wealth Advisors
Florida
$229K +$229K +2,382 New
KBC Group
313
KBC Group
Belgium
$227K +$32K +326 +16%
CIBC Asset Management
314
CIBC Asset Management
Ontario, Canada
$225K +$225K +2,295 New
LFA
315
Legacy Financial Advisors
Kentucky
$225K +$225K +2,292 New
SWM
316
Selective Wealth Management
Virginia
$221K +$221K +2,347 New
FFM
317
Forum Financial Management
Illinois
$218K +$218K +2,227 New
NI
318
NFC Investments
Tennessee
$216K -$29.5K -300 -12%
OAC
319
OMERS Administration Corp
Ontario, Canada
$216K +$216K +2,200 New
GT
320
Glenmede Trust
Pennsylvania
$215K +$215K +2,195 New
UCFA
321
United Capital Financial Advisors
Texas
$210K +$210K +2,146 New
BWM
322
Baron Wealth Management
Michigan
$203K +$203K +2,075 New
CAMG
323
CWA Asset Management Group
Florida
$203K +$203K +2,070 New
ICA
324
Infrastructure Capital Advisors
New York
$202K +$202K +2,065 New
BL
325
BFSG LLC
California
$201K -$89.4K -913 -31%
11 12
13
14 15