PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

534 hedge funds and large institutions have $7.32B invested in Pinnacle West Capital in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 145 reducing their positions, and 29 closing their positions.

Holders
534
Holders Change
+58
Holders Change %
+12.18%
% of All Funds
8.62%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
98
Increased
205
Reduced
145
Closed
29
Calls
$27M
Puts
$17.3M
Net Calls
+$9.69M
Net Calls Change
-$1.54M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$48.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$37M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$535M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
American Century Companies
3
American Century Companies
Missouri
$196M
4
ZP
4
Zimmer Partners
New York
$54.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$97.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
326
D.A. Davidson & Co
Montana
$365K -$41.8K -550 -10%
HNB
327
Huntington National Bank
Ohio
$364K +$29.2K +384 +9%
AIM
328
Aigen Investment Management
New York
$361K -$593K -7,804 -62%
DCM
329
Dupont Capital Management
Delaware
$361K -$555K -7,294 -61%
AWS
330
Atria Wealth Solutions
New York
$361K -$32.3K -425 -8%
AWM
331
AE Wealth Management
Kansas
$356K +$67.4K +887 +23%
LWAC
332
Laurel Wealth Advisors (California)
California
$356K -$40.7K -535 -10%
SWP
333
Stratos Wealth Partners
Ohio
$353K -$3.8K -50 -1%
WS
334
Wedbush Securities
California
$351K – – –
Corient Private Wealth
335
Corient Private Wealth
Florida
$345K +$345K +4,532 New
TSS
336
Two Sigma Securities
New York
$344K +$344K +4,526 New
HIS
337
Horizon Investment Services
Indiana
$341K +$341K +4,488 New
MA
338
Mutual Advisors
Nebraska
$332K +$83.6K +1,099 +34%
JCIA
339
Jackson Creek Investment Advisors
Colorado
$331K +$331K +4,354 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
340
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$330K +$330K +4,338 New
BF
341
BOK Financial
Oklahoma
$329K +$329K +4,324 New
SAM
342
Shell Asset Management
Netherlands
$326K -$63.9K -840 -16%
KAS
343
Kestra Advisory Services
Texas
$322K +$32.1K +422 +11%
MWPCG
344
Measured Wealth Private Client Group
New Hampshire
$322K +$322K +4,229 New
NHT
345
New Hampshire Trust
New Hampshire
$320K +$320K +4,214 New
BL
346
BFSG LLC
California
$320K -$2.66K -35 -0.8%
1IA
347
1620 Investment Advisors
Massachusetts
$319K +$21.5K +283 +7%
KFI
348
Key Financial Inc
Pennsylvania
$316K – – –
CT
349
Chicago Trust
Illinois
$312K – – –
FTDI
350
First Trust Direct Indexing
Massachusetts
$308K +$308K +4,054 New
12 13
14
15 16