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Pinnacle West Capital
PNW

Overview Fund Activity

479 hedge funds and large institutions have $7.47B invested in Pinnacle West Capital in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 195 increasing their positions, 142 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
-16
Holders Change %
-3.23%
% of All Funds
7.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
65
Increased
195
Reduced
142
Closed
72
Calls
$22.5M
Puts
$29.2M
Net Calls
-$6.76M
Net Calls Change
+$5.34M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$308M
2
State Street
State Street
Massachusetts
+$83.7M
3
Invesco
Invesco
Georgia
+$63.1M
4
CFC
Cincinnati Financial Corp
Ohio
+$37.3M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$28.5M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$72.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$49.9M
3
ACI
AMP Capital Investors
Australia
-$37M
4
Millennium Management
Millennium Management
New York
-$25.8M
5
BlackRock
BlackRock
New York
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
326
Brookstone Capital Management
Illinois
$241K -$3.75K -48 -2%
TWM
327
Titus Wealth Management
California
$238K +$2.5K +32 +1%
PA
328
Probity Advisors
Texas
$236K -$25.7K -330 -10%
EGA
329
E&G Advisors
Texas
$234K – – –
DDC
330
DF Dent & Co
Maryland
$234K – – –
AP
331
Advisor Partners
California
$234K +$234K +2,993 New
SG Americas Securities
332
SG Americas Securities
New York
$234K +$234K +2,996 New
PFG
333
PAX Financial Group
Texas
$233K +$233K +2,982 New
GWM
334
Geneos Wealth Management
Colorado
$231K -$7.55K -97 -3%
LNWWM
335
Laird Norton Wetherby Wealth Management
California
$220K +$220K +2,812 New
HFG
336
Heron Financial Group
New York
$214K +$214K +2,737 New
BAM
337
Belpointe Asset Management
Nevada
$210K +$9.75K +125 +5%
IAA
338
Independent Advisor Alliance
North Carolina
$208K +$208K +2,665 New
PI
339
PFS Investments
Georgia
$208K +$208K +2,668 New
MA
340
Mutual Advisors
Nebraska
$205K +$205K +2,622 New
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$204K +$204K +2,610 New
Nomura Asset Management
342
Nomura Asset Management
Japan
$201K -$228K -2,918 -53%
CF
343
Copperwynd Financial
Arizona
$200K +$200K +2,557 New
PFGIA
344
Patriot Financial Group Insurance Agency
Massachusetts
$196K +$101K +1,288 +106%
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$163K – – –
WT
346
Whittier Trust
California
$162K – – –
EW
347
Evoke Wealth
California
$160K +$1.33K +17 +0.8%
TF
348
Tompkins Financial
New York
$156K +$156K +2,000 New
S
349
SignatureFD
Georgia
$155K +$25K +320 +19%
MIFH
350
Migdal Insurance & Financial Holdings
Israel
$155K +$55.1K +707 +55%
12 13
14
15 16