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Pinnacle West Capital
PNW

Overview Fund Activity

516 hedge funds and large institutions have $7.22B invested in Pinnacle West Capital in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 158 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
8.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
71
Increased
158
Reduced
188
Closed
68
Calls
$16.4M
Puts
$16.3M
Net Calls
+$102K
Net Calls Change
-$5.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$221M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$420M
3
Millennium Management
3
Millennium Management
New York
$81.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$30.1M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$38.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$284M
2
ECM
2
ExodusPoint Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$712M
4
State Street
4
State Street
Massachusetts
$488M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
251
Naples Global Advisors
Florida
$789K -$6.48K -88 -0.8%
SLA
252
Silver Lake Advisory
Utah
$784K +$5.82K +79 +0.7%
SFS
253
Sowell Financial Services
Arkansas
$769K -$20.2K -274 -3%
TC
254
Toews Corporation
New Jersey
$759K +$759K +10,300 New
QC
255
Quadrature Capital
United Kingdom
$757K +$757K +10,280 New
TRSOTSOK
256
Teachers Retirement System of the State of Kentucky
Kentucky
$745K – – –
Corient Private Wealth
257
Corient Private Wealth
Florida
$742K +$8.11K +110 +1%
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$740K -$110K -1,499 -13%
CAN
259
Cetera Advisor Networks
California
$720K -$1.14M -15,540 -61%
CSUI
260
Cincinnati Specialty Underwriters Insurance
Ohio
$716K – – –
CCG
261
Cypress Capital Group
Florida
$707K +$192K +2,602 +37%
IFU
262
iSAM Funds (UK)
United Kingdom
$696K +$354K +4,805 +103%
Connor, Clark & Lunn Investment Management (CC&L)
263
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$695K +$695K +9,432 New
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$686K +$60.1K +816 +10%
OPA
265
Old Port Advisors
Maine
$678K +$678K +9,206 New
GM
266
GeoWealth Management
Illinois
$666K +$666K +9,042 New
WGAM
267
Wilkinson Global Asset Management
New York
$663K – – –
SP
268
Symmetry Partners
Connecticut
$663K – – –
Schroder Investment Management Group
269
Schroder Investment Management Group
United Kingdom
$654K +$155K +2,104 +31%
VPIM
270
Vanguard Personalized Indexing Management
California
$647K +$47.6K +646 +8%
KRS
271
Kentucky Retirement Systems
Kentucky
$647K -$23.8K -323 -4%
BFM
272
Boothbay Fund Management
New York
$647K +$647K +8,775 New
OPERF
273
Oregon Public Employees Retirement Fund
Oregon
$645K -$7.37K -100 -1%
CGH
274
Crossmark Global Holdings
Texas
$637K – – –
MSRPS
275
Maryland State Retirement & Pension System
Maryland
$633K – – –
9 10
11
12 13