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Pinnacle West Capital
PNW

Overview Fund Activity

496 hedge funds and large institutions have $7.79B invested in Pinnacle West Capital in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 175 increasing their positions, 171 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-27
Holders Change %
-5.16%
% of All Funds
8.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
54
Increased
175
Reduced
171
Closed
74
Calls
$11.9M
Puts
$8.54M
Net Calls
+$3.35M
Net Calls Change
-$591K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$538M
2
American Century Companies
American Century Companies
Missouri
$387M
3
CIA
ClearBridge Investments (Australia)
Australia
$115M
4
CS
Credit Suisse
Switzerland
$49.8M
5
Invesco
Invesco
Georgia
$179M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$30.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$41.5M
3
ZP
Zimmer Partners
New York
$0
4
PP
Prudential plc
United Kingdom
$10.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJWM
326
Williams Jones Wealth Management
New York
$324K -$22.4K -275 -6%
QC
327
Quadrature Capital
United Kingdom
$321K -$156K -1,918 -33%
WAM
328
World Asset Management
Michigan
$320K -$5.33K -63 -2%
PIA
329
Pinion Investment Advisors
Kansas
$317K +$24K +296 +8%
SFG
330
SageGuard Financial Group
Tennessee
$312K -$489 -6 -0.2%
IRF
331
IBM Retirement Fund
New York
$308K -$28.6K -351 -8%
PA
332
Probity Advisors
Texas
$308K +$308K +3,791 New
DADC
333
D.A. Davidson & Co
Montana
$301K +$70.2K +863 +30%
ST
334
Somerset Trust
Pennsylvania
$300K -$6.36K -78 -2%
PWM
335
Perigon Wealth Management
California
$295K +$295K +3,626 New
RJT
336
Raymond James Trust
Florida
$286K +$286K +3,514 New
KeyBank National Association
337
KeyBank National Association
Ohio
$283K -$650 -8 -0.2%
NPPM
338
North Point Portfolio Managers
Ohio
$281K – – –
KFA
339
Krane Funds Advisors
New York
$281K +$281K +3,453 New
ASN
340
Advisory Services Network
Georgia
$280K -$460K -5,657 -62%
OPCM
341
Osborne Partners Capital Management
California
$278K -$136K -1,675 -33%
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$276K -$1.14K -14 -0.4%
Mirae Asset Global Investments
343
Mirae Asset Global Investments
South Korea
$266K -$214K -2,629 -45%
Wealthfront Advisers
344
Wealthfront Advisers
California
$263K +$22.9K +281 +10%
C
345
Certuity
Florida
$256K +$256K +3,142 New
SIP
346
Stoneridge Investment Partners
Pennsylvania
$255K -$153K -1,888 -38%
MYAM
347
Meiji Yasuda Asset Management
Japan
$255K +$255K +3,133 New
LIA
348
LS Investment Advisors
Michigan
$254K -$72.9K -895 -22%
FT
349
Fiduciary Trust
Massachusetts
$250K -$1.38K -17 -0.6%
KRSITF
350
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$248K -$13.6K -167 -5%
12 13
14
15 16