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Pinnacle West Capital
PNW

Overview Fund Activity

489 hedge funds and large institutions have $7.13B invested in Pinnacle West Capital in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 180 increasing their positions, 144 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
489
Holders Change
+10
Holders Change %
+2.09%
% of All Funds
8.27%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
69
Increased
180
Reduced
144
Closed
50
Calls
$14.9M
Puts
$10.1M
Net Calls
+$4.76M
Net Calls Change
+$11.5M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$81.1M
2
Morgan Stanley
Morgan Stanley
New York
$97M
3
State Street
State Street
Massachusetts
$553M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1B
5
Invesco
Invesco
Georgia
$287M

Top Sellers

1
AIP
Atlas Infrastructure Partners
United Kingdom
$0
2
Franklin Resources
Franklin Resources
California
$207M
3
MIS
Morningstar Investment Services
Illinois
$653K
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$52K
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
326
Inspire Investing
Idaho
$247K -$19.9K -271 -7%
FIM
327
Freedom Investment Management
Connecticut
$247K +$247K +3,374 New
CCM
328
Coldstream Capital Management
Washington
$238K -$51.1K -697 -18%
OPCM
329
Osborne Partners Capital Management
California
$235K – – –
CWA
330
Centennial Wealth Advisory
Michigan
$235K +$235K +3,211 New
IA
331
Inspire Advisors
Idaho
$233K -$1.46K -20 -0.6%
ZCM
332
Ziegler Capital Management
Illinois
$231K +$231K +3,154 New
MNBTD
333
Moody National Bank Trust Division
Texas
$224K +$224K +3,061 New
DDC
334
DF Dent & Co
Maryland
$219K – – –
EGA
335
E&G Advisors
Texas
$219K – – –
ICM
336
Infini Capital Management
Hong Kong
$217K +$217K +2,970 New
SG Americas Securities
337
SG Americas Securities
New York
$216K -$3.37K -46 -2%
C
338
Covestor
United Kingdom
$215K -$16.4K -224 -7%
LIM
339
Longfellow Investment Management
Massachusetts
$214K +$79.5K +1,086 +59%
Pacer Advisors
340
Pacer Advisors
Pennsylvania
$209K -$535K -7,335 -72%
LNWWM
341
Laird Norton Wetherby Wealth Management
California
$208K +$2.85K +39 +1%
IAA
342
Independent Advisor Alliance
North Carolina
$207K +$12.6K +172 +6%
WB
343
West Bancorporation
Iowa
$207K +$207K +2,830 New
PFG
344
PAX Financial Group
Texas
$204K -$14.6K -199 -7%
BCM
345
Brookstone Capital Management
Illinois
$203K -$16.3K -229 -7%
HFG
346
Heron Financial Group
New York
$200K – – –
BAM
347
Belpointe Asset Management
Nevada
$191K -$6.23K -85 -3%
Nomura Asset Management
348
Nomura Asset Management
Japan
$186K -$2.19K -30 -1%
MIFH
349
Migdal Insurance & Financial Holdings
Israel
$169K +$23.7K +325 +16%
KC
350
Kepos Capital
New York
$164K -$412K -5,635 -72%
12 13
14
15 16