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Pinnacle Financial Partners
PNFP

Overview Fund Activity

397 hedge funds and large institutions have $3.44B invested in Pinnacle Financial Partners in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 151 increasing their positions, 133 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
-23
Holders Change %
-5.48%
% of All Funds
6.36%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
54
Increased
151
Reduced
133
Closed
72
Calls
$2.26M
Puts
$3.12M
Net Calls
-$866K
Net Calls Change
-$4.74M

Top Buyers

1
Invesco
1
Invesco
Georgia
$147M
2
B
2
BloombergSen
Ontario, Canada
$39.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$44.2M
4
State Street
4
State Street
Massachusetts
$191M
5
WA
5
Wasatch Advisors
Utah
$117M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$0
2
MIP
2
Mondrian Investment Partners
United Kingdom
$21.9M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$6.37M
4
AAM
4
Ardevora Asset Management
United Kingdom
$0
5
Ameriprise
5
Ameriprise
Minnesota
$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
351
Quent Capital
New York
$14.3K -$5.52K -100 -28%
LF
352
Lee Financial
Texas
$13.5K – – –
BWA
353
BDO Wealth Advisors
Florida
$11.5K -$22.4K -405 -66%
TWA
354
TCI Wealth Advisors
Arizona
$9.32K +$9.1K +165 +4,125%
TCOV
355
Trust Company of Vermont
Vermont
$9.21K – – –
AIM
356
Anchor Investment Management
South Carolina
$8.16K – – –
PFBT
357
Parkside Financial Bank & Trust
Missouri
$7.78K +$2.37K +43 +44%
NSIM
358
North Star Investment Management
Illinois
$7.72K +$3.59K +65 +87%
EI
359
Ellevest Inc
New York
$6.51K +$6.51K +118 New
LC
360
Lindbrook Capital
California
$6.45K +$4.08K +74 +172%
CWP
361
Concord Wealth Partners
Virginia
$6.34K – – –
OC
362
Oakworth Capital
Alabama
$5.79K – – –
AAP
363
Arax Advisory Partners
Colorado
$5.68K +$4.97K +90 +692%
ARS
364
Adirondack Retirement Specialists
New York
$5.26K – – –
WTA
365
Washington Trust Advisors
Massachusetts
$4.58K – – –
AIP
366
Ahrens Investment Partners
Louisiana
$3.31K +$3.31K +60 New
CFD
367
Creative Financial Designs
Indiana
$3.2K +$3.2K +58 New
BWM
368
Baystate Wealth Management
Massachusetts
$2.92K +$2.48K +45 +563%
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$2.48K +$1.6K +29 +181%
BIA
370
Bell Investment Advisors
California
$2.32K +$2.32K +42 New
Nisa Investment Advisors
371
Nisa Investment Advisors
Missouri
$2K -$250 -5 -11%
MIA
372
Milestone Investment Advisors
Wisconsin
$1.99K +$1.99K +36 New
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$1.88K – – –
GWS
374
Glassman Wealth Services
Virginia
$1.88K +$1.54K +28 +467%
BAM
375
Bellevue Asset Management
Washington
$1.77K – – –
13 14
15
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