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Pinnacle Financial Partners Inc

418 hedge funds and large institutions have $5.96B invested in Pinnacle Financial Partners Inc 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.

New
Increased
Maintained
Reduced
Closed

55,550% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $26K

233% more funds holding in top 10

Funds holding in top 10: 310 (+7)

120% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 30

36% more capital invested

Capital invested by funds: $4.37B → $5.96B (+$1.59B)

7% more funds holding

Funds holding: 391418 (+27)

4.17% more ownership

Funds ownership: 84.8%88.96% (+4.2%)

5% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 147

Holders
418
Holders Change
+27
Holders Change %
+6.91%
% of All Funds
6.09%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
326
Benjamin F. Edwards & Company
Missouri
$209K
CA
327
CapWealth Advisors
Tennessee
$203K +$169K +2,329 New
SC
328
Sapient Capital
Indiana
$201K +$167K +2,307 New
LFA
329
Legacy Financial Advisors
Kentucky
$200K +$166K +2,295 New
SAM
330
Shell Asset Management
Netherlands
$188K -$48.4K -668 -24%
FHA
331
First Horizon Advisors
Tennessee
$185K +$797 +11 +0.5%
LIA
332
Luken Investment Analytics
Tennessee
$181K
HCA
333
Harbor Capital Advisors
Illinois
$180K +$3.04K +42 +2%
VWM
334
Venturi Wealth Management
Texas
$174K
CCA
335
Criterion Capital Advisors
Tennessee
$174K +$145K +2,000 New
PA
336
Parallel Advisors
California
$170K -$15.7K -217 -10%
TVAMP
337
Tennessee Valley Asset Management Partners
Tennessee
$158K +$131K +1,812 New
NA
338
NewEdge Advisors
Louisiana
$146K +$27.5K +379 +29%
WT
339
Whittier Trust
California
$138K
C
340
Covestor
United Kingdom
$120K -$48.5K -670 -33%
KBC Group
341
KBC Group
Belgium
$117K +$14K +193 +17%
ASN
342
Advisory Services Network
Georgia
$116K +$96.2K +1,328 New
HNB
343
Huntington National Bank
Ohio
$115K -$5.65K -78 -6%
RFG
344
RFP Financial Group
Georgia
$107K
AssetMark Inc
345
AssetMark Inc
California
$101K +$83.7K +1,155 New
GI
346
GAMMA Investing
California
$94.9K +$77.8K +1,074 New
SWM
347
Spire Wealth Management
Virginia
$85K -$19.5K -269 -21%
BTI
348
Blue Trust Inc
Georgia
$79K +$2.03K +28 +2%
Carson Wealth (CWM LLC)
349
Carson Wealth (CWM LLC)
Nebraska
$75K +$24.1K +332 +62%
OLVIG
350
Oliver Lagore Vanvalin Investment Group
Michigan
$60.5K -$8.19K -113 -14%

PNFP Hedge Fund Activity: Q4 2023 in Review

418 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pinnacle Financial Partners Inc (PNFP) for Q4 2023, worth a combined $5.96B — up 36% from $4.37B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PNFP positions and 30 closed out — a net gain of 36 holders — while 140 added to existing stakes and 147 trimmed.

The largest buyer was North Reef Capital Management, adding an estimated $52.9M. The largest seller was Millennium Management, cutting an estimated $31.8M.

  • 418 institutional investors held Pinnacle Financial Partners Inc (PNFP) as of Q4 2023, up from 391 in Q3 2023.
  • Funds reported $5.96B of Pinnacle Financial Partners Inc stock for Q4 2023, up 36% quarter-over-quarter.
  • 66 funds opened new Pinnacle Financial Partners Inc positions in Q4 2023 and 30 closed out, a net change of +36 holders.
  • The largest Pinnacle Financial Partners Inc buyer in Q4 2023 was North Reef Capital Management, an estimated $52.9M added.
  • The largest Pinnacle Financial Partners Inc seller in Q4 2023 was Millennium Management, an estimated $31.8M sold.

Based on aggregated 13F filings for Q4 2023.