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Pinnacle Financial Partners Inc

391 hedge funds and large institutions have $4.37B invested in Pinnacle Financial Partners Inc in 2023 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 123 increasing their positions, 155 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

94% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $5.77M

20% more capital invested

Capital invested by funds: $3.65B → $4.37B (+$717M)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0.68% more ownership

Funds ownership: 84.12%84.8% (+0.68%)

1% more funds holding

Funds holding: 389391 (+2)

21% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 155

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.21%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
44
Increased
123
Reduced
155
Closed
39
Calls
$11.2M
Puts
$5.77M
Net Calls
+$5.45M
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Change in
Stake
AGWCA
351
Annis Gardner Whiting Capital Advisors
Florida
$11.5K +$11.5K +171 New
JWM
352
Janiczek Wealth Management
Colorado
$10.1K
DF
353
DecisionPoint Financial
Arizona
$9.92K -$23.3K -346 -70%
AIM
354
Anchor Investment Management
South Carolina
$9.92K
NSIM
355
North Star Investment Management
Illinois
$9.39K
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$8.85K +$1.08K +16 +14%
AF
357
Allworth Financial
California
$8.04K -$2.43K -36 -23%
CWP
358
Concord Wealth Partners
Virginia
$7.71K
OC
359
Oakworth Capital
Alabama
$7.04K
BAAM
360
Baker Avenue Asset Management
California
$7.04K +$6.07K +90 +600%
SFG
361
Steward Financial Group
Texas
$7K +$7.22K +107 New
CFD
362
Creative Financial Designs
Indiana
$6.5K
CTC
363
Central Trust Company
Missouri
$6.03K +$4.05K +60 +200%
FPFS
364
First Personal Financial Services
North Carolina
$5.9K -$6.95K -103 -54%
WTA
365
Washington Trust Advisors
Massachusetts
$5.57K
GWS
366
Glassman Wealth Services
Virginia
$5.3K +$4.79K +71 +888%
PVH
367
Psagot Value Holdings
Israel
$5K +$4.99K +74 New
JWA
368
JFS Wealth Advisors
Pennsylvania
$4.22K +$1.42K +21 +50%
DA
369
Denali Advisors
California
$3.22K
MIA
370
Milestone Investment Advisors
Wisconsin
$2.41K +$2.43K +36 New
FFA
371
Farther Finance Advisors
California
$2.35K
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$2.28K
BAM
373
Bellevue Asset Management
Washington
$2.15K
SWA
374
Sutton Wealth Advisors
Florida
$2.08K
KFP
375
KB Financial Partners
New Jersey
$2K

PNFP Hedge Fund Activity: Q3 2023 in Review

391 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pinnacle Financial Partners Inc (PNFP) for Q3 2023, worth a combined $4.37B — up 20% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new PNFP positions and 39 closed out — a net gain of 5 holders — while 123 added to existing stakes and 155 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $63.9M. The largest seller was State Street, cutting an estimated $34.2M.

  • 391 institutional investors held Pinnacle Financial Partners Inc (PNFP) as of Q3 2023, up from 389 in Q2 2023.
  • Funds reported $4.37B of Pinnacle Financial Partners Inc stock for Q3 2023, up 20% quarter-over-quarter.
  • 44 funds opened new Pinnacle Financial Partners Inc positions in Q3 2023 and 39 closed out, a net change of +5 holders.
  • The largest Pinnacle Financial Partners Inc buyer in Q3 2023 was Wellington Management Group, an estimated $63.9M added.
  • The largest Pinnacle Financial Partners Inc seller in Q3 2023 was State Street, an estimated $34.2M sold.

Based on aggregated 13F filings for Q3 2023.