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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.

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 %
JIP
251
Jaffetilchin Investment Partners
Florida
$691K +$691K +8,482 New
AR
252
Advisory Research
Illinois
$685K +$209K +2,570 +44%
CIM
253
Chiron Investment Management
New York
$681K +$681K +8,366 New
ETC
254
Exchange Traded Concepts
Oklahoma
$679K -$67.6K -830 -9%
EFL
255
ERn Financial LLC
Wisconsin
$672K +$231K +2,836 +52%
DZ Bank
256
DZ Bank
Germany
$671K +$166K +2,036 +33%
MNBTD
257
Moody National Bank Trust Division
Texas
$666K – – –
VPIM
258
Vanguard Personalized Indexing Management
California
$663K +$56.9K +699 +9%
BC
259
Bridgefront Capital
Texas
$654K +$654K +8,024 New
SF
260
Synovus Financial
Georgia
$650K -$34.6K -425 -5%
HIMCH
261
Hartford Investment Management Co (HIMCO)
Connecticut
$649K -$130K -1,598 -17%
OC
262
Oppenheimer & Co
New York
$622K +$167K +2,055 +37%
CIM
263
Contravisory Investment Management
Massachusetts
$621K +$10.1K +124 +2%
ESCM
264
Echo Street Capital Management
New York
$602K +$323K +3,967 +116%
BMCM
265
Burns Matteson Capital Management
New York
$598K -$5.95K -73 -1%
BPA
266
Beacon Pointe Advisors
California
$598K -$206K -2,528 -26%
MWPCG
267
Measured Wealth Private Client Group
New Hampshire
$590K +$28.3K +347 +5%
RFC
268
Regions Financial Corp
Alabama
$589K -$17.2K -211 -3%
M&T Bank
269
M&T Bank
New York
$587K +$44.9K +551 +8%
Pacer Advisors
270
Pacer Advisors
Pennsylvania
$572K +$4.15K +51 +0.7%
LSERS
271
Louisiana State Employees Retirement System
Louisiana
$570K -$32.6K -400 -5%
CCG
272
Cypress Capital Group
Florida
$570K -$1.55K -19 -0.3%
Bank of Nova Scotia
273
Bank of Nova Scotia
Ontario, Canada
$562K +$114K +1,404 +26%
Schroder Investment Management Group
274
Schroder Investment Management Group
United Kingdom
$552K +$21.9K +269 +4%
TIMH
275
Tilt Investment Management Holdings
New York
$536K – – –
9 10
11
12 13