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Pinnacle West Capital
PNW

Overview Fund Activity

520 hedge funds and large institutions have $7.98B invested in Pinnacle West Capital in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
159
Reduced
201
Closed
40
Calls
$19.1M
Puts
$13.1M
Net Calls
+$6M
Net Calls Change
-$7.85M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$109M
2
WHRC
2
W.H. Reaves & Co
New Jersey
$59.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$50.1M
5
Northern Trust
5
Northern Trust
Illinois
$104M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$365M
3
Invesco
3
Invesco
Georgia
$333M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$523M
5
BlackRock
5
BlackRock
New York
$820M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPP
226
Whalerock Point Partners
Rhode Island
$923K +$652 +8 +0.1%
LCGC
227
Legacy Capital Group California
California
$914K +$31.2K +383 +4%
AWM
228
Apollon Wealth Management
South Carolina
$898K +$898K +11,021 New
MC
229
Machina Capital
France
$893K +$779K +9,564 +683%
Public Sector Pension Investment Board (PSP Investments)
230
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$880K -$133K -1,627 -13%
NGA
231
Naples Global Advisors
Florida
$879K – – –
SFS
232
Sowell Financial Services
Arkansas
$873K +$67.1K +823 +8%
LTAS
233
Linden Thomas Advisory Services
North Carolina
$873K +$30.4K +373 +4%
SLA
234
Silver Lake Advisory
Utah
$860K +$6.27K +77 +0.7%
MCP
235
Mirador Capital Partners
California
$847K -$3.18K -39 -0.4%
Rafferty Asset Management
236
Rafferty Asset Management
New York
$842K +$166K +2,035 +25%
Arrowstreet Capital
237
Arrowstreet Capital
Massachusetts
$835K +$372K +4,563 +80%
TRSOTSOK
238
Teachers Retirement System of the State of Kentucky
Kentucky
$824K – – –
Corient Private Wealth
239
Corient Private Wealth
Florida
$812K -$13K -160 -2%
JF
240
Jump Financial
Illinois
$797K -$3.23M -39,630 -80%
CSUI
241
Cincinnati Specialty Underwriters Insurance
Ohio
$792K – – –
SAM
242
Securian Asset Management
Minnesota
$746K – – –
KRS
243
Kentucky Retirement Systems
Kentucky
$742K +$13K +160 +2%
WGAM
244
Wilkinson Global Asset Management
New York
$733K – – –
SP
245
Symmetry Partners
Connecticut
$733K -$34K -417 -4%
OPERF
246
Oregon Public Employees Retirement Fund
Oregon
$721K +$8.15K +100 +1%
IIC
247
Ironwood Investment Counsel
Arizona
$720K +$815 +10 +0.1%
CGH
248
Crossmark Global Holdings
Texas
$720K -$16.3K -195 -2%
MSRPS
249
Maryland State Retirement & Pension System
Maryland
$700K – – –
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$692K +$3.26K +40 +0.5%
8 9
10
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