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Pinnacle West Capital
PNW

Overview Fund Activity

524 hedge funds and large institutions have $8.4B invested in Pinnacle West Capital in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
-20
Holders Change %
-3.68%
% of All Funds
7.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
66
Increased
171
Reduced
193
Closed
80
Calls
$20.7M
Puts
$18.7M
Net Calls
+$2.03M
Net Calls Change
+$4.28M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$960M
2
AIP
2
Atlas Infrastructure Partners
United Kingdom
$250M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$502M
4
ZP
4
Zimmer Partners
New York
$198M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$135M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$27.6M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SGI
226
Summit Global Investments
Utah
$1.01M -$423K -5,663 -29%
Neuberger Berman Group
227
Neuberger Berman Group
New York
$1M +$189K +2,528 +23%
BC
228
Burney Company
Virginia
$999K -$416K -5,572 -29%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$997K -$51.9K -694 -5%
Rafferty Asset Management
230
Rafferty Asset Management
New York
$975K +$29.5K +395 +3%
EFL
231
ERn Financial LLC
Wisconsin
$958K +$351K +4,697 +58%
Corient Private Wealth
232
Corient Private Wealth
Florida
$952K +$143K +1,907 +18%
QCM
233
Quantinno Capital Management
New York
$950K -$73.1K -978 -7%
QC
234
Quadrature Capital
United Kingdom
$925K -$141K -1,882 -13%
UM
235
UniSuper Management
Australia
$919K +$853K +11,417 +1,294%
SFI
236
Siemens Fonds Invest
Germany
$919K -$269K -3,604 -23%
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$902K -$142K -1,898 -14%
IIM
238
INTECH Investment Management
Florida
$898K +$898K +12,015 New
Asset Management One
239
Asset Management One
Japan
$892K +$751K +10,046 +530%
GWSG
240
GPS Wealth Strategies Group
Colorado
$847K -$5.31K -71 -0.6%
WPP
241
Whalerock Point Partners
Rhode Island
$846K – – –
V
242
ViaWealth
Kansas
$845K – – –
Janney Montgomery Scott
243
Janney Montgomery Scott
Pennsylvania
$818K +$104K +1,398 +15%
LTAS
244
Linden Thomas Advisory Services
North Carolina
$810K +$13.5K +180 +2%
SFS
245
Sowell Financial Services
Arkansas
$809K +$5.76K +77 +0.7%
BFG
246
Bleakley Financial Group
New Jersey
$809K -$59K -789 -7%
SW
247
Simplicity Wealth
New Jersey
$808K +$808K +10,809 New
FHB
248
First Hawaiian Bank
Hawaii
$805K +$393K +5,257 +95%
VPIM
249
Vanguard Personalized Indexing Management
California
$776K -$43.9K -587 -5%
X
250
Xponance
Pennsylvania
$768K -$309K -4,139 -29%
8 9
10
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