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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 %
CPR
301
CSU Producer Resources
Ohio
$419K – – –
MA
302
Mutual Advisors
Nebraska
$416K +$416K +5,568 New
CCP
303
Clarkston Capital Partners
Michigan
$411K +$411K +5,500 New
EH
304
Equitable Holdings
New York
$388K +$673 +9 +0.2%
CAM
305
Cresset Asset Management
Illinois
$388K -$44.5K -595 -10%
SAM
306
Shell Asset Management
Netherlands
$387K -$34.4K -451 -8%
CM
307
Capula Management
Cayman Islands
$386K +$386K +5,160 New
Envestnet Portfolio Solutions
308
Envestnet Portfolio Solutions
Illinois
$369K +$63.7K +852 +21%
AFG
309
Atomi Financial Group
New York
$368K +$368K +4,919 New
KFI
310
Key Financial Inc
Pennsylvania
$366K – – –
SI
311
Stephens Inc
Arkansas
$355K +$355K +4,754 New
VAM
312
Verity Asset Management
North Carolina
$349K +$22.4K +300 +7%
SWP
313
Stratos Wealth Partners
Ohio
$347K -$14.7K -197 -4%
SRL
314
Scientech Research LLC
New Jersey
$346K -$28.4K -380 -8%
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
$346K -$6.81K -91 -2%
MLICM
316
Metropolitan Life Insurance Company (MetLife)
New York
$342K -$3.14K -42 -0.9%
CG
317
Caprock Group
Idaho
$334K +$37.7K +504 +13%
NHT
318
New Hampshire Trust
New Hampshire
$333K +$6.88K +92 +2%
1IA
319
1620 Investment Advisors
Massachusetts
$331K +$331K +1,843 New
WS
320
Wedbush Securities
California
$322K -$11.6K -155 -3%
PCIA
321
Prime Capital Investment Advisors
Kansas
$321K +$15.7K +210 +5%
PA
322
Profund Advisors
Maryland
$316K -$26.5K -355 -8%
AWS
323
Atria Wealth Solutions
New York
$314K -$53.5K -716 -15%
ACP
324
Aviance Capital Partners
Florida
$314K +$314K +4,200 New
Mackenzie Financial
325
Mackenzie Financial
Ontario, Canada
$314K -$1.59M -21,280 -84%
11 12
13
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