PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

476 hedge funds and large institutions have $6.3B invested in Pinnacle West Capital in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-13
Holders Change %
-2.66%
% of All Funds
8.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
178
Reduced
146
Closed
60
Calls
$26.5M
Puts
$15.2M
Net Calls
+$11.2M
Net Calls Change
+$6.46M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$79.2M
2
Invesco
2
Invesco
Georgia
$320M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$96.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$56M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$90.9M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$583M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$104M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$109M
5
PAM
5
Panagora Asset Management
Massachusetts
$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
301
Shell Asset Management
Netherlands
$331K -$86.9K -1,346 -21%
CA
302
Crumly & Associates
Illinois
$326K +$33.5K +520 +11%
BRWA
303
B. Riley Wealth Advisors
Florida
$317K +$317K +4,905 New
KFI
304
Key Financial Inc
Pennsylvania
$316K +$316K +4,900 New
API
305
Advisor Partners II
California
$313K +$313K +4,847 New
SWP
306
Stratos Wealth Partners
Ohio
$303K -$387 -6 -0.1%
WS
307
Wedbush Securities
California
$298K -$387 -6 -0.1%
SC
308
Savant Capital
Illinois
$298K +$17.5K +271 +6%
VRS
309
Virginia Retirement Systems
Virginia
$297K +$297K +4,600 New
XT
310
XTX Topco
Cayman Islands
$294K +$294K +4,564 New
PRC
311
Pearl River Capital
Michigan
$290K +$290K +4,496 New
QCM
312
Quantinno Capital Management
New York
$288K +$288K +4,461 New
HNB
313
Huntington National Bank
Ohio
$284K -$2.78K -43 -1%
JPMPWA
314
J.P. Morgan Private Wealth Advisors
California
$280K -$3.68K -57 -1%
EBA
315
Eagle Bay Advisors
New York
$278K +$136K +2,101 +96%
OQS
316
Occudo Quantitative Strategies
Florida
$278K +$278K +4,308 New
BL
317
BFSG LLC
California
$274K -$9.03K -140 -3%
NMIMC
318
Northwestern Mutual Investment Management Company
Wisconsin
$271K -$20.5K -317 -7%
ASN
319
Advisory Services Network
Georgia
$270K +$5.67K +88 +2%
Rafferty Asset Management
320
Rafferty Asset Management
New York
$270K +$270K +4,187 New
CT
321
Chicago Trust
Illinois
$264K – – –
RC
322
RegentAtlantic Capital
New Jersey
$261K -$7.67K -119 -3%
KRSITF
323
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$261K +$12.2K +190 +5%
SW
324
Solidarity Wealth
Utah
$258K +$14.8K +216 +6%
1IA
325
1620 Investment Advisors
Massachusetts
$252K +$5.28K +82 +2%
11 12
13
14 15