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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 %
BFEC
326
Benjamin F. Edwards & Company
Missouri
$209K – – –
CA
327
CapWealth Advisors
Tennessee
$203K +$203K +2,329 New
SC
328
Sapient Capital
Indiana
$201K +$201K +2,307 New
LFA
329
Legacy Financial Advisors
Kentucky
$200K +$200K +2,295 New
SAM
330
Shell Asset Management
Netherlands
$188K -$58.2K -668 -24%
FHA
331
First Horizon Advisors
Tennessee
$185K +$959 +11 +0.5%
LIA
332
Luken Investment Analytics
Tennessee
$181K – – –
HCA
333
Harbor Capital Advisors
Illinois
$180K +$3.66K +42 +2%
VWM
334
Venturi Wealth Management
Texas
$174K – – –
CCA
335
Criterion Capital Advisors
Tennessee
$174K +$174K +2,000 New
PA
336
Parallel Advisors
California
$170K -$18.9K -217 -10%
TVAMP
337
Tennessee Valley Asset Management Partners
Tennessee
$158K +$158K +1,812 New
NA
338
NewEdge Advisors
Louisiana
$146K +$33.1K +379 +29%
WT
339
Whittier Trust
California
$138K – – –
C
340
Covestor
United Kingdom
$120K -$58.6K -670 -33%
KBC Group
341
KBC Group
Belgium
$117K +$16.9K +193 +17%
ASN
342
Advisory Services Network
Georgia
$116K +$116K +1,328 New
HNB
343
Huntington National Bank
Ohio
$115K -$6.8K -78 -6%
RFG
344
RFP Financial Group
Georgia
$107K – – –
AssetMark Inc
345
AssetMark Inc
California
$101K +$101K +1,155 New
GI
346
GAMMA Investing
California
$94.9K +$94.9K +1,074 New
SWM
347
Spire Wealth Management
Virginia
$85K -$23.1K -269 -21%
BTI
348
Blue Trust Inc
Georgia
$79K +$1.87K +28 +2%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$75K +$28.8K +332 +62%
OLVIG
350
Oliver Lagore Vanvalin Investment Group
Michigan
$60.5K -$9.86K -113 -14%
12 13
14
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