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Pinnacle West Capital
PNW

Overview Fund Activity

520 hedge funds and large institutions have $7.98B invested in Pinnacle West Capital in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
159
Reduced
201
Closed
40
Calls
$19.1M
Puts
$13.1M
Net Calls
+$6M
Net Calls Change
-$7.85M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$109M
2
WHRC
2
W.H. Reaves & Co
New Jersey
$59.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$50.1M
5
Northern Trust
5
Northern Trust
Illinois
$104M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$365M
3
Invesco
3
Invesco
Georgia
$333M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$523M
5
BlackRock
5
BlackRock
New York
$820M
Name Holding Trade Value Shares
Change 		Shares
Change %
EBA
326
Eagle Bay Advisors
New York
$328K -$34.2K -420 -9%
CG
327
Caprock Group
Idaho
$321K +$4.73K +58 +1%
PCIA
328
Prime Capital Investment Advisors
Kansas
$313K +$313K +3,842 New
SW
329
Solidarity Wealth
Utah
$310K -$5.46K -67 -2%
BCM
330
Bayesian Capital Management
New York
$310K -$311K -3,819 -50%
HIS
331
Horizon Investment Services
Indiana
$301K -$13.4K -164 -4%
API
332
Advisor Partners II
California
$301K -$15.9K -195 -5%
BFC
333
Bedel Financial Consulting
Indiana
$301K +$15.5K +190 +5%
CS
334
Comerica Securities
Michigan
$296K +$296K +3,639 New
TF
335
Tompkins Financial
New York
$293K – – –
NMIMC
336
Northwestern Mutual Investment Management Company
Wisconsin
$291K +$1.3K +16 +0.4%
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$291K -$54.7K -672 -16%
EF
338
Empirical Finance
Pennsylvania
$288K +$32.9K +404 +13%
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$285K +$20K +245 +8%
MG
340
Mather Group
Illinois
$277K +$277K +3,398 New
BCM
341
Brookstone Capital Management
Illinois
$272K +$246 +3 +0.1%
FDCDDQ
342
Federation des caisses Desjardins du Quebec
Quebec, Canada
$271K -$47.4K -582 -15%
BAG
343
Bridgewealth Advisory Group
California
$265K – – –
PA
344
Probity Advisors
Texas
$263K +$263K +3,232 New
OPCM
345
Osborne Partners Capital Management
California
$262K – – –
PFG
346
PAX Financial Group
Texas
$261K -$3.26K -40 -1%
BBVA
347
Banco Bilbao Vizcaya Argentaria
Spain
$260K +$6.76K +83 +3%
IF
348
IRON Financial
Illinois
$258K -$4.32K -53 -2%
V
349
Veritable
Delaware
$255K +$255K +3,127 New
VAM
350
Verity Asset Management
North Carolina
$254K +$12.9K +158 +5%
12 13
14
15 16