PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

544 hedge funds and large institutions have $7.1B invested in Pinnacle West Capital in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 160 increasing their positions, 210 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+28
Holders Change %
+5.43%
% of All Funds
7.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
86
Increased
160
Reduced
210
Closed
51
Calls
$21.7M
Puts
$24M
Net Calls
-$2.24M
Net Calls Change
-$2.34M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$468M
2
Morgan Stanley
Morgan Stanley
New York
$202M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$28.1M
4
BlackRock
BlackRock
New York
$721M
5
Victory Capital Management
Victory Capital Management
Texas
$22.4M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.23M
2
Citadel Advisors
Citadel Advisors
Florida
$8.77M
3
Millennium Management
Millennium Management
New York
$28.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$32.7M
5
Jennison Associates
Jennison Associates
New York
$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$1M -$79.6K -1,108 -7%
SIC
227
SFE Investment Counsel
California
$985K +$5.39K +75 +0.5%
Creative Planning
228
Creative Planning
Kansas
$985K -$84.3K -1,174 -8%
QCM
229
Quantinno Capital Management
New York
$984K -$216K -3,003 -18%
RT
230
Rockland Trust
Massachusetts
$977K +$25.8K +359 +3%
VF
231
Virtu Financial
New York
$977K +$977K +13,601 New
RP
232
Riverwater Partners
Wisconsin
$975K +$6.61K +92 +0.7%
MFIM
233
Mesirow Financial Investment Management
Illinois
$961K +$961K +13,372 New
FIM
234
Freedom Investment Management
Connecticut
$952K -$273K -3,800 -22%
BCI
235
Brinker Capital Investments
Pennsylvania
$940K -$1.66M -22,295 -64%
OPS
236
Orion Portfolio Solutions
Nebraska
$940K -$1.66M -22,295 -64%
HFM
237
Hartford Financial Management
Connecticut
$934K – – –
Marshall Wace
238
Marshall Wace
United Kingdom
$912K +$912K +12,700 New
Rafferty Asset Management
239
Rafferty Asset Management
New York
$909K +$79.2K +1,103 +10%
BFG
240
Bleakley Financial Group
New Jersey
$834K -$132K -1,841 -14%
SS
241
Simplicity Solutions
Minnesota
$834K -$133K -1,850 -14%
PHK
242
Point72 Hong Kong
Hong Kong
$826K +$826K +11,494 New
CWM
243
CIBC World Markets
New York
$821K +$372K +5,179 +83%
GWSG
244
GPS Wealth Strategies Group
Colorado
$819K -$21.8K -304 -3%
WPP
245
Whalerock Point Partners
Rhode Island
$814K – – –
V
246
ViaWealth
Kansas
$813K +$476K +6,620 +141%
LCGC
247
Legacy Capital Group California
California
$804K -$4.81K -67 -0.6%
GT
248
Glenmede Trust
Pennsylvania
$795K -$92.4K -1,286 -10%
VPIM
249
Vanguard Personalized Indexing Management
California
$788K +$157K +2,182 +25%
Neuberger Berman Group
250
Neuberger Berman Group
New York
$783K -$287K -3,989 -27%
8 9
10
11 12