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Pinnacle Financial Partners Inc

408 hedge funds and large institutions have $5.8B invested in Pinnacle Financial Partners Inc in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 119 increasing their positions, 155 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,359% more call options, than puts

Call options by funds: $7.01M | Put options by funds: $285K

3% less capital invested

Capital invested by funds: $5.96B → $5.8B (-$154M)

9% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 45

1.14% less ownership

Funds ownership: 88.96%87.82% (-1.1%)

2% less funds holding

Funds holding: 418408 (-10)

23% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 155

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
408
Holders Change
-10
Holders Change %
-2.39%
% of All Funds
5.88%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
41
Increased
119
Reduced
155
Closed
45
Calls
$7.01M
Puts
$285K
Net Calls
+$6.72M
Net Calls Change
-$7.72M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
351
Front Row Advisors
California
$34K +$33.3K +396 New
BGAI
352
Bruce G. Allen Investments
Colorado
$33.3K +$1.68K +20 +5%
SIS
353
Sound Income Strategies
Florida
$31.8K
HFS
354
Horizon Financial Services
North Carolina
$31.6K +$30.9K +368 New
CHC
355
City Holding Co
West Virginia
$25.8K
VCM
356
Versant Capital Management
Arizona
$25.7K
RA
357
Rise Advisors
New York
$25.7K +$25.1K +299 New
UB
358
UMB Bank
Missouri
$25.3K +$1.85K +22 +8%
AWM
359
Avior Wealth Management
Nebraska
$24.8K +$24.3K +289 New
CFGS
360
Concourse Financial Group Securities
Alabama
$22.2K -$11.4K -136 -34%
VAG
361
VisionPoint Advisory Group
Texas
$16.5K +$6.72K +80 +71%
SA
362
Scarborough Advisors
Maryland
$16.4K
QC
363
Quent Capital
New York
$16.4K
PFBT
364
Parkside Financial Bank & Trust
Missouri
$15.7K +$1.09K +13 +8%
Mitsubishi UFJ Asset Management
365
Mitsubishi UFJ Asset Management
Japan
$14.9K
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$14.2K +$2.27K +27 +20%
AF
367
Allworth Financial
California
$13.3K -$252 -3 -2%
LC
368
Lindbrook Capital
California
$13.2K
JWM
369
Janiczek Wealth Management
Colorado
$12.9K
AIM
370
Anchor Investment Management
South Carolina
$12.7K
DF
371
DecisionPoint Financial
Arizona
$11.9K
LI
372
LRI Investments
Florida
$10.1K +$9.92K +118 New
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$9.94K +$10K +119 New
FFA
374
Farther Finance Advisors
California
$9.11K
OC
375
Oakworth Capital
Alabama
$9.02K

PNFP Hedge Fund Activity: Q1 2024 in Review

408 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pinnacle Financial Partners Inc (PNFP) for Q1 2024, worth a combined $5.8B — down 2.6% from $5.96B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of PNFP and 41 opened new positions — a net loss of 4 holders — while 155 trimmed existing stakes and 119 added.

The largest buyer was Wasatch Advisors, adding an estimated $82.8M. The largest seller was Morgan Stanley, cutting an estimated $54.1M.

  • 408 institutional investors held Pinnacle Financial Partners Inc (PNFP) as of Q1 2024, down from 418 in Q4 2023.
  • Funds reported $5.8B of Pinnacle Financial Partners Inc stock for Q1 2024, down 2.6% quarter-over-quarter.
  • 41 funds opened new Pinnacle Financial Partners Inc positions in Q1 2024 and 45 closed out, a net change of -4 holders.
  • The largest Pinnacle Financial Partners Inc buyer in Q1 2024 was Wasatch Advisors, an estimated $82.8M added.
  • The largest Pinnacle Financial Partners Inc seller in Q1 2024 was Morgan Stanley, an estimated $54.1M sold.

Based on aggregated 13F filings for Q1 2024.