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Pinnacle Financial Partners Inc

296 hedge funds and large institutions have $3.82B invested in Pinnacle Financial Partners Inc in 2018 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 119 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $1.2M

40% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 85

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

4.24% more ownership

Funds ownership: 72.24%76.49% (+4.2%)

3% more capital invested

Capital invested by funds: $3.72B → $3.82B (+$101M)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

2% less funds holding

Funds holding: 301296 (-5)

Holders
296
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
6.78%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.18%
New
34
Increased
119
Reduced
85
Closed
35
Calls
$4.89M
Puts
$1.2M
Net Calls
+$3.69M
Net Calls Change
-$993K
Name Holding Trade Value Shares
Change
Change in
Stake
FA
201
FDx Advisors
Illinois
$392K +$30.5K +467 +8%
IAA
202
Independent Advisor Alliance
North Carolina
$375K +$719 +11 +0.2%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$375K +$36.6K +560 +11%
BAM
204
Berkshire Asset Management
Pennsylvania
$374K
CIM
205
CIM Investment Management
Pennsylvania
$371K
RCM
206
Riverhead Capital Management
Delaware
$360K
GH
207
GAM Holding
Switzerland
$360K +$366K +5,605 New
CFA
208
Carroll Financial Associates
North Carolina
$355K -$65K -994 -15%
Brown Advisory
209
Brown Advisory
Maryland
$345K +$351K +5,375 New
SCM
210
Shelton Capital Management
Colorado
$335K -$26.5K -406 -7%
NA
211
Neuburgh Advisers
California
$329K +$4.18K +64 +1%
KCP
212
KDI Capital Partners
North Carolina
$326K +$332K +5,081 New
TTWM
213
TCV Trust & Wealth Management
Virginia
$321K
Envestnet Asset Management
214
Envestnet Asset Management
Illinois
$313K -$545K -8,335 -63%
SSWM
215
Sheets Smith Wealth Management
North Carolina
$312K +$4.9K +75 +2%
RFC
216
Regions Financial Corp
Alabama
$309K -$88.5K -1,354 -22%
TRCT
217
Tower Research Capital (TRC)
New York
$301K +$180K +2,752 +143%
GT
218
Glenmede Trust
Pennsylvania
$297K
PSUF
219
People's United Financial
Connecticut
$295K +$60.1K +920 +25%
QSS
220
Quantitative Systematic Strategies
Florida
$293K -$100K -1,536 -25%
FI
221
FormulaFolio Investments
Michigan
$289K
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$276K +$40.5K +620 +17%
MCM
223
MAI Capital Management
Ohio
$276K +$281K +4,296 New
LIA
224
LS Investment Advisors
Michigan
$273K -$22.2K -340 -7%
HighTower Advisors
225
HighTower Advisors
Illinois
$273K -$15K -230 -5%

PNFP Hedge Fund Activity: Q1 2018 in Review

296 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Pinnacle Financial Partners Inc (PNFP) for Q1 2018, worth a combined $3.82B — up 2.7% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of PNFP and 34 opened new positions — a net loss of 1 holder — while 85 trimmed existing stakes and 119 added.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $118M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $66.1M sold.

  • 296 institutional investors held Pinnacle Financial Partners Inc (PNFP) as of Q1 2018, down from 301 in Q4 2017.
  • Funds reported $3.82B of Pinnacle Financial Partners Inc stock for Q1 2018, up 2.7% quarter-over-quarter.
  • 34 funds opened new Pinnacle Financial Partners Inc positions in Q1 2018 and 35 closed out, a net change of -1 holder.
  • The largest Pinnacle Financial Partners Inc buyer in Q1 2018 was Wellington Management Group, an estimated $118M added.
  • The largest Pinnacle Financial Partners Inc seller in Q1 2018 was Vaughan Nelson Investment Management, an estimated $66.1M sold.

Based on aggregated 13F filings for Q1 2018.