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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$476M +$1.13M +16,802 +0.2%
BlackRock
2
BlackRock
New York
$461M -$23M -341,087 -5%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$286M +$976K +14,467 +0.3%
State Street
4
State Street
Massachusetts
$206M -$34.2M -506,519 -14%
Invesco
5
Invesco
Georgia
$165M -$10.4M -154,043 -6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$155M +$31.5M +467,320 +25%
WA
7
Wasatch Advisors
Utah
$149M -$12.3M -181,630 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$140M +$4.67M +69,197 +3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$125M +$63.9M +947,704 +103%
Jennison Associates
10
Jennison Associates
New York
$85.1M +$587K +8,698 +0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$81.2M +$1.89M +28,022 +2%
FAM
12
Fenimore Asset Management
New York
$73M -$16.4K -243 -0%
B
13
BloombergSen
Ontario, Canada
$64.8M +$4.14M +61,358 +7%
Goldman Sachs
14
Goldman Sachs
New York
$63.7M +$3.91M +57,903 +6%
GKIM
15
GW&K Investment Management
Massachusetts
$62.6M -$2.45M -36,286 -4%
NRCM
16
North Reef Capital Management
California
$61M +$8.4M +124,573 +16%
CCM
17
Channing Capital Management
Illinois
$60M -$1.43M -21,207 -2%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$59.3M -$8.08M -119,724 -12%
Charles Schwab
19
Charles Schwab
California
$56.5M +$2.92M +43,355 +5%
Norges Bank
20
Norges Bank
Norway
$56.1M +$1.16M +17,252 +2%
PFPT
21
Pinnacle Financial Partners (Tennessee)
Tennessee
$54.9M +$561K +8,320 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$50.9M -$1.05M -15,539 -2%
JP Morgan Chase
23
JP Morgan Chase
New York
$48.2M -$243K -3,595 -0.5%
Morgan Stanley
24
Morgan Stanley
New York
$44.2M +$481K +7,125 +1%
Northern Trust
25
Northern Trust
Illinois
$42.8M -$1.42M -21,070 -3%

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.