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Pinnacle West Capital
PNW

Overview Fund Activity

489 hedge funds and large institutions have $7.13B invested in Pinnacle West Capital in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 180 increasing their positions, 144 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
8.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
69
Increased
180
Reduced
144
Closed
50
Calls
$14.9M
Puts
$10.1M
Net Calls
+$4.76M
Net Calls Change
+$11.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$72.3M
2
Morgan Stanley
Morgan Stanley
New York
+$53M
3
State Street
State Street
Massachusetts
+$47.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$28.7M
5
Invesco
Invesco
Georgia
+$28.6M

Top Sellers

1
AIP
Atlas Infrastructure Partners
United Kingdom
-$113M
2
Franklin Resources
Franklin Resources
California
-$31.2M
3
MIS
Morningstar Investment Services
Illinois
-$22.4M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$14.6M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Crumly & Associates
Illinois
$332K +$332K +4,537 New
NMIMC
302
Northwestern Mutual Investment Management Company
Wisconsin
$330K +$2.12K +29 +0.6%
DADC
303
D.A. Davidson & Co
Montana
$327K +$2.71K +37 +0.8%
HNB
304
Huntington National Bank
Ohio
$325K +$3.95K +54 +1%
BL
305
BFSG LLC
California
$321K -$8.05K -110 -2%
JPMPWA
306
J.P. Morgan Private Wealth Advisors
California
$321K +$34.3K +469 +12%
AP
307
Advisor Partners
California
$321K +$102K +1,397 +47%
SC
308
Savant Capital
Illinois
$318K +$42.7K +584 +15%
KAS
309
Kestra Advisory Services
Texas
$318K +$46.5K +637 +17%
E
310
Ergoteles
New York
$313K +$313K +4,275 New
RC
311
RegentAtlantic Capital
New Jersey
$305K +$20.9K +285 +7%
CT
312
Chicago Trust
Illinois
$300K – – –
ASN
313
Advisory Services Network
Georgia
$300K +$30.8K +421 +11%
JF
314
Jump Financial
Illinois
$287K +$287K +3,927 New
KRSITF
315
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$282K +$38.8K +531 +16%
1IA
316
1620 Investment Advisors
Massachusetts
$280K +$23.9K +327 +9%
SW
317
SteelPeak Wealth
California
$270K +$270K +3,696 New
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$268K +$115K +1,570 +75%
SW
319
Solidarity Wealth
Utah
$261K +$261K +3,559 New
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$259K +$17.3K +236 +7%
PA
321
Probity Advisors
Texas
$257K +$35.8K +489 +16%
GWM
322
Geneos Wealth Management
Colorado
$256K +$34.4K +461 +16%
Mackenzie Financial
323
Mackenzie Financial
Ontario, Canada
$255K -$612K -8,353 -71%
NPPM
324
North Point Portfolio Managers
Ohio
$252K – – –
TWM
325
Titus Wealth Management
California
$249K +$25.4K +347 +11%
11 12
13
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