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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 %
IA
376
IFP Advisors
Florida
$1.68K -$90.2K -1,394 -98%
CTC
377
Central Trust Company
Missouri
$1.66K – – –
SC
378
Schubert & Co
Texas
$1.6K -$386 -7 -19%
SIC
379
Salem Investment Counselors
North Carolina
$1.38K – – –
TPCW
380
TD Private Client Wealth
New York
$1.27K – – –
BAAM
381
Baker Avenue Asset Management
California
$1.21K +$1.21K +22 New
MCM
382
Manchester Capital Management
Vermont
$1.16K – – –
AF
383
Advisornet Financial
Minnesota
$1.1K +$1.1K +20 New
SFG
384
Steward Financial Group
Texas
$1K -$621 -18 -38%
CAM
385
ClariVest Asset Management
California
$1K – – –
KFP
386
KB Financial Partners
New Jersey
$1K – – –
JWM
387
Janiczek Wealth Management
Colorado
$741 +$741 +14 New
SIC
388
SJS Investment Consulting
Ohio
$718 -$497 -9 -41%
SCA
389
Stonebridge Capital Advisors
Minnesota
$717 – – –
PWMG
390
Prestige Wealth Management Group
New Jersey
$662 -$1.99K -36 -75%
FFA
391
Farther Finance Advisors
California
$607 – – –
Commonwealth Equity Services
392
Commonwealth Equity Services
Massachusetts
$459 +$13 +231 +3%
JWA
393
JFS Wealth Advisors
Pennsylvania
$442 -$2.16K -39 -83%
AssetMark Inc
394
AssetMark Inc
California
$441 +$441 +8 New
DI
395
Disciplined Investments
Oklahoma
$331 -$221 -4 -40%
TWP
396
TFO Wealth Partners
Ohio
$165 -$220 -4 -57%
GRP
397
Global Retirement Partners
California
$146 -$487 -10 -77%
Macquarie Group
398
Macquarie Group
Australia
– -$83.8M -1,141,464 Closed
AAM
399
Ardevora Asset Management
United Kingdom
– -$27.2M -371,052 Closed
WHG
400
Westwood Holdings Group
Texas
– -$15.6M -212,716 Closed
14 15
16
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