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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$614M -$1.19M -14,194 -0.2%
BlackRock
2
BlackRock
New York
$589M +$107K +1,271 +0%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$379M +$3.67M +43,708 +1%
WA
4
Wasatch Advisors
Utah
$287M +$82.8M +985,694 +42%
Invesco
5
Invesco
Georgia
$277M +$17.9M +212,680 +7%
State Street
6
State Street
Massachusetts
$269M -$8.26M -98,332 -3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$241M +$13M +154,216 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$203M -$8.18M -97,338 -4%
NRCM
9
North Reef Capital Management
California
$141M
Wellington Management Group
10
Wellington Management Group
Massachusetts
$111M -$30.6M -364,119 -22%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$111M +$3.82M +45,407 +4%
Jennison Associates
12
Jennison Associates
New York
$94.2M +$2.2M +26,216 +2%
FAM
13
Fenimore Asset Management
New York
$92.7M +$600K +7,140 +0.7%
B
14
BloombergSen
Ontario, Canada
$79.9M -$1.55M -18,438 -2%
Norges Bank
15
Norges Bank
Norway
$77.7M -$4.35M -51,781 -5%
Charles Schwab
16
Charles Schwab
California
$77.2M +$1.9M +22,667 +3%
GKIM
17
GW&K Investment Management
Massachusetts
$76.5M -$1.04M -12,387 -1%
Manulife (Manufacturers Life Insurance)
18
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74.3M -$2.97M -35,320 -4%
Principal Financial Group
19
Principal Financial Group
Iowa
$69.9M +$458K +5,450 +0.7%
PFPT
20
Pinnacle Financial Partners (Tennessee)
Tennessee
$67.5M -$1.04M -12,396 -2%
Goldman Sachs
21
Goldman Sachs
New York
$62.9M -$15.7M -186,792 -20%
Morgan Stanley
22
Morgan Stanley
New York
$62.8M -$54.1M -643,174 -47%
CCM
23
Channing Capital Management
Illinois
$62.4M -$3.38M -40,201 -5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$61.5M -$2.89M -34,343 -5%
JP Morgan Chase
25
JP Morgan Chase
New York
$57.4M -$5.6M -66,633 -9%

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.