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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 %
GWM
301
Geneos Wealth Management
Colorado
$426K +$2.14K +29 +0.5%
MML Investors Services
302
MML Investors Services
Massachusetts
$421K +$55.6K +755 +15%
EBA
303
Eagle Bay Advisors
New York
$420K +$124K +1,680 +42%
FHB
304
First Hawaiian Bank
Hawaii
$415K – – –
CPR
305
CSU Producer Resources
Ohio
$413K – – –
CCP
306
Clarkston Capital Partners
Michigan
$405K – – –
BCM
307
Bayesian Capital Management
New York
$405K +$125K +1,700 +45%
BCM
308
Birmingham Capital Management
Alabama
$403K – – –
IWC
309
Integrated Wealth Concepts
Massachusetts
$402K +$3.32K +45 +0.8%
BL
310
BFSG LLC
California
$392K +$85.4K +1,160 +28%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$381K +$118K +1,597 +45%
EH
312
Equitable Holdings
New York
$376K +$4.64K +63 +1%
SWP
313
Stratos Wealth Partners
Ohio
$369K +$32.6K +443 +10%
AI
314
Atom Investors
Texas
$364K +$5.97K +81 +2%
KFI
315
Key Financial Inc
Pennsylvania
$361K – – –
AWM
316
AE Wealth Management
Kansas
$352K -$32.3K -438 -8%
PA
317
Profund Advisors
Maryland
$346K -$1.18K -16 -0.3%
AWS
318
Atria Wealth Solutions
New York
$346K +$36.7K +498 +12%
V
319
ViaWealth
Kansas
$346K -$55.3K -750 -14%
MLICM
320
Metropolitan Life Insurance Company (MetLife)
New York
$345K -$18.2K -247 -5%
SC
321
Savant Capital
Illinois
$345K +$1.33K +18 +0.4%
API
322
Advisor Partners II
California
$343K +$70.7K +959 +26%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$339K -$24.3K -330 -7%
WS
324
Wedbush Securities
California
$332K +$31.4K +426 +10%
QT
325
Quantamental Technologies
New York
$330K +$330K +4,478 New
11 12
13
14 15