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Pinnacle West Capital
PNW

Overview Fund Activity

541 hedge funds and large institutions have $8.7B invested in Pinnacle West Capital in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+17
Holders Change %
+3.24%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
63
Increased
182
Reduced
189
Closed
40
Calls
$26.4M
Puts
$12.2M
Net Calls
+$14.2M
Net Calls Change
+$12.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$149M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$105M
3
Deutsche Bank
Deutsche Bank
Germany
+$78.6M
4
CC
Covalis Capital
United Kingdom
+$42.2M
5
ECM
ExodusPoint Capital Management
New York
+$38.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$290M
2
American Century Companies
American Century Companies
Missouri
-$69M
3
SSA
Schonfeld Strategic Advisors
New York
-$32.2M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$21.2M
5
Ameriprise
Ameriprise
Minnesota
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPR
301
CSU Producer Resources
Ohio
$428K – – –
Truist Financial
302
Truist Financial
North Carolina
$426K -$100K -1,311 -19%
CCP
303
Clarkston Capital Partners
Michigan
$420K – – –
IWC
304
Integrated Wealth Concepts
Massachusetts
$418K -$25.1K -329 -6%
Envestnet Portfolio Solutions
305
Envestnet Portfolio Solutions
Illinois
$410K +$32.8K +430 +9%
Allianz Asset Management
306
Allianz Asset Management
Germany
$402K -$2.59M -33,895 -87%
CG
307
Caprock Group
Idaho
$400K +$58.6K +767 +17%
Mirae Asset Global Investments
308
Mirae Asset Global Investments
South Korea
$378K -$1.79M -23,609 -83%
CCC
309
Chelsea Counsel Company
California
$377K +$377K +4,939 New
KFI
310
Key Financial Inc
Pennsylvania
$374K – – –
SA
311
Sanctuary Advisors
Indiana
$372K +$372K +5,047 New
SC
312
Savant Capital
Illinois
$369K +$81.7K +1,069 +28%
EH
313
Equitable Holdings
New York
$354K -$42.7K -559 -11%
SRL
314
Scientech Research LLC
New Jersey
$352K -$2.22K -29 -0.6%
Amundi
315
Amundi
France
$350K -$857K -11,344 -71%
Thrivent Financial for Lutherans
316
Thrivent Financial for Lutherans
Minnesota
$350K -$3.21K -42 -0.9%
Daiwa Securities Group
317
Daiwa Securities Group
Japan
$349K +$63.7K +833 +22%
VAM
318
Verity Asset Management
North Carolina
$347K -$9.4K -123 -3%
SI
319
Stephens Inc
Arkansas
$345K -$17.9K -234 -5%
SWP
320
Stratos Wealth Partners
Ohio
$343K -$12.5K -163 -4%
NHT
321
New Hampshire Trust
New Hampshire
$342K +$2.52K +33 +0.7%
1IA
322
1620 Investment Advisors
Massachusetts
$342K +$201K +2,629 +143%
OPA
323
Old Port Advisors
Maine
$338K -$134K -1,756 -28%
DADC
324
D.A. Davidson & Co
Montana
$336K +$21.8K +285 +7%
BCM
325
Brookstone Capital Management
Illinois
$334K -$5.02K -61 -1%
11 12
13
14 15