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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$106M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.4M
3
First Trust Advisors
First Trust Advisors
Illinois
$27.6M
4
Jennison Associates
Jennison Associates
New York
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
251
Panagora Asset Management
Massachusetts
$766K -$442K -5,917 -37%
Carson Wealth (CWM LLC)
252
Carson Wealth (CWM LLC)
Nebraska
$764K +$20.5K +274 +3%
LI
253
LMCG Investments
Massachusetts
$749K -$320K -4,280 -30%
PCM
254
Pentwater Capital Management
Florida
$747K +$747K +10,000 New
LCGC
255
Legacy Capital Group California
California
$746K -$89.9K -1,203 -11%
NGA
256
Naples Global Advisors
Florida
$735K -$3.29K -44 -0.4%
CSUI
257
Cincinnati Specialty Underwriters Insurance
Ohio
$726K – – –
OPERF
258
Oregon Public Employees Retirement Fund
Oregon
$721K +$59.8K +800 +9%
FIM
259
Freedom Investment Management
Connecticut
$708K -$281K -3,766 -28%
TRSOTSOK
260
Teachers Retirement System of the State of Kentucky
Kentucky
$692K -$35.5K -475 -5%
IF
261
Intrua Financial
Texas
$680K -$1.01M -13,508 -60%
CW
262
CreativeOne Wealth
Kansas
$673K +$317K +4,243 +89%
WGAM
263
Wilkinson Global Asset Management
New York
$673K – – –
ETC
264
Exchange Traded Concepts
Oklahoma
$670K +$670K +8,968 New
M&T Bank
265
M&T Bank
New York
$655K +$98.7K +1,322 +18%
KCIC
266
Kuhn & Co Investment Counsel
Illinois
$654K – – –
IIC
267
Ironwood Investment Counsel
Arizona
$649K +$23.4K +313 +4%
Pathstone Holdings
268
Pathstone Holdings
New Jersey
$646K +$33K +441 +5%
KRS
269
Kentucky Retirement Systems
Kentucky
$644K -$34.5K -461 -5%
SLA
270
Silver Lake Advisory
Utah
$628K -$172K -2,308 -22%
MSRPS
271
Maryland State Retirement & Pension System
Maryland
$615K – – –
AWM
272
Apollon Wealth Management
South Carolina
$602K -$166K -2,226 -22%
TWA
273
TCI Wealth Advisors
Arizona
$599K -$20K -267 -3%
CB
274
Commerce Bank
Missouri
$594K +$64.3K +860 +12%
MCP
275
Mirador Capital Partners
California
$591K +$37.1K +497 +7%
9 10
11
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