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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.

New
Increased
Maintained
Reduced
Closed
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
Capital Research Global Investors
California
$109M
2
WHRC
W.H. Reaves & Co
New Jersey
$59.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$93M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$50.1M
5
Northern Trust
Northern Trust
Illinois
$104M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$132M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$365M
3
Invesco
Invesco
Georgia
$333M
4
Lazard Asset Management
Lazard Asset Management
New York
$523M
5
BlackRock
BlackRock
New York
$820M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
301
Key Financial Inc
Pennsylvania
$399K – – –
AI
302
Atom Investors
Texas
$396K +$86K +1,056 +28%
TW
303
Transform Wealth
Colorado
$387K – – –
PA
304
Profund Advisors
Maryland
$384K -$34.8K -427 -8%
SC
305
Savant Capital
Illinois
$380K -$14.8K -182 -4%
IFU
306
iSAM Funds (UK)
United Kingdom
$378K +$378K +4,643 New
BHPW
307
Beverly Hills Private Wealth
California
$375K +$375K +4,772 New
CHC
308
City Holding Co
West Virginia
$373K -$33.7K -414 -8%
SWP
309
Stratos Wealth Partners
Ohio
$372K +$41K +503 +12%
DADC
310
D.A. Davidson & Co
Montana
$371K -$11.7K -143 -3%
TC
311
Trilogy Capital
California
$364K -$3.84K -45 -1%
NICM
312
Neo Ivy Capital Management
New York
$359K +$359K +4,413 New
VRS
313
Virginia Retirement Systems
Virginia
$358K -$570K -7,000 -61%
1IA
314
1620 Investment Advisors
Massachusetts
$348K +$407 +5 +0.1%
FTDI
315
First Trust Direct Indexing
Massachusetts
$347K +$86.3K +1,059 +33%
SAM
316
Shell Asset Management
Netherlands
$346K -$2.04K -25 -0.6%
HNB
317
Huntington National Bank
Ohio
$346K -$43.7K -537 -11%
IAS
318
Investment Advisory Services
Texas
$343K -$1.63K -20 -0.5%
AWS
319
Atria Wealth Solutions
New York
$342K -$84.6K -1,039 -20%
BL
320
BFSG LLC
California
$339K -$4.07K -50 -1%
CT
321
Chicago Trust
Illinois
$334K – – –
WS
322
Wedbush Securities
California
$332K -$43.9K -540 -12%
KRSITF
323
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$331K +$3.26K +40 +1%
William Blair & Company
324
William Blair & Company
Illinois
$331K -$108K -1,325 -25%
NHT
325
New Hampshire Trust
New Hampshire
$330K -$11.8K -145 -3%
11 12
13
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