PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

496 hedge funds and large institutions have $7.79B invested in Pinnacle West Capital in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 175 increasing their positions, 171 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-27
Holders Change %
-5.16%
% of All Funds
8.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
54
Increased
175
Reduced
171
Closed
74
Calls
$11.9M
Puts
$8.54M
Net Calls
+$3.35M
Net Calls Change
-$591K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$538M
2
American Century Companies
American Century Companies
Missouri
$387M
3
CIA
ClearBridge Investments (Australia)
Australia
$115M
4
CS
Credit Suisse
Switzerland
$49.8M
5
Invesco
Invesco
Georgia
$179M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$30.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$41.5M
3
ZP
Zimmer Partners
New York
$0
4
PP
Prudential plc
United Kingdom
$10.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
351
Longfellow Investment Management
Massachusetts
$248K – – –
AAS
352
Avantax Advisory Services
Texas
$247K +$247K +3,033 New
DDC
353
DF Dent & Co
Maryland
$244K – – –
EGA
354
E&G Advisors
Texas
$244K – – –
SNT
355
Security National Trust
West Virginia
$244K – – –
ECM
356
Estabrook Capital Management
New York
$240K – – –
JIC
357
Johnson Investment Counsel
Ohio
$240K – – –
IWS
358
Insight Wealth Strategies
California
$240K +$4.31K +53 +2%
VPIM
359
Vanguard Personalized Indexing Management
California
$239K -$4.88K -60 -2%
SWM
360
SeaCrest Wealth Management
New York
$235K -$31.2K -384 -12%
SLF
361
Sun Life Financial
Ontario, Canada
$235K +$53.1K +653 +29%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
362
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$235K +$112K +1,380 +91%
CA
363
Cetera Advisors
Colorado
$233K -$26.1K -322 -10%
AC
364
Athanor Capital
New York
$225K +$225K +2,769 New
MF
365
Magnetar Financial
Illinois
$224K -$141K -1,741 -39%
AP
366
Advisor Partners
California
$223K -$78.1K -959 -26%
CB
367
Commerce Bank
Missouri
$221K -$72.5K -891 -25%
HFG
368
Heron Financial Group
New York
$216K – – –
LTI
369
Laffer Tengler Investments
Tennessee
$213K -$115K -1,419 -35%
LNWWM
370
Laird Norton Wetherby Wealth Management
California
$210K -$2.19K -27 -1%
WT
371
Whittier Trust
California
$207K – – –
BBVA
372
Banco Bilbao Vizcaya Argentaria
Spain
$204K +$204K +2,504 New
KF
373
Krilogy Financial
Missouri
$203K – – –
TWM
374
TriaGen Wealth Management
California
$202K -$4K -49 -2%
KC
375
Kepos Capital
New York
$195K – – –
13 14
15
16 17