PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

544 hedge funds and large institutions have $7.1B invested in Pinnacle West Capital in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 160 increasing their positions, 210 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+28
Holders Change %
+5.43%
% of All Funds
7.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
86
Increased
160
Reduced
210
Closed
51
Calls
$21.7M
Puts
$24M
Net Calls
-$2.24M
Net Calls Change
-$2.34M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$468M
2
Morgan Stanley
Morgan Stanley
New York
$202M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$28.1M
4
BlackRock
BlackRock
New York
$721M
5
Victory Capital Management
Victory Capital Management
Texas
$22.4M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.23M
2
Citadel Advisors
Citadel Advisors
Florida
$8.77M
3
Millennium Management
Millennium Management
New York
$28.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$32.7M
5
Jennison Associates
Jennison Associates
New York
$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
326
Stratos Wealth Partners
Ohio
$348K -$12.1K -169 -3%
JF
327
Jump Financial
Illinois
$346K +$346K +4,819 New
CW
328
CreativeOne Wealth
Kansas
$342K +$342K +4,765 New
AWM
329
AE Wealth Management
Kansas
$342K +$856 +12 +0.3%
PA
330
Probity Advisors
Texas
$340K +$82.5K +1,148 +32%
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$339K -$5.35M -74,427 -94%
OC
332
Oppenheimer & Co
New York
$338K -$123K -1,712 -27%
MLICM
333
Metropolitan Life Insurance Company (MetLife)
New York
$332K -$5.17K -72 -2%
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$332K +$1.08K +15 +0.3%
PA
335
Profund Advisors
Maryland
$329K -$8.41K -117 -2%
BL
336
BFSG LLC
California
$324K -$58.4K -813 -15%
WS
337
Wedbush Securities
California
$321K -$3.17K -44 -1%
VAM
338
Verity Asset Management
North Carolina
$314K +$28.7K +400 +10%
NHT
339
New Hampshire Trust
New Hampshire
$313K +$32.9K +458 +12%
DADC
340
D.A. Davidson & Co
Montana
$303K -$3.59K -50 -1%
GAM
341
Gotham Asset Management
New York
$296K -$5.04M -70,201 -94%
BCM
342
Brookstone Capital Management
Illinois
$294K +$2.51K +35 +0.9%
PCIA
343
Prime Capital Investment Advisors
Kansas
$293K +$16.7K +233 +6%
Envestnet Portfolio Solutions
344
Envestnet Portfolio Solutions
Illinois
$293K -$139K -1,935 -32%
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$290K +$8.55K +119 +3%
MOS
346
MGO One Seven
Ohio
$285K +$285K +3,969 New
CG
347
Caprock Group
Idaho
$285K +$2.37K +33 +0.8%
EF
348
Empirical Finance
Pennsylvania
$282K +$1.87K +26 +0.7%
SC
349
Savant Capital
Illinois
$278K -$58.4K -813 -17%
GT
350
Glenview Trust
Kentucky
$276K -$24.4K -339 -8%
12 13
14
15 16