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Pinnacle West Capital
PNW

Overview Fund Activity

500 hedge funds and large institutions have $8.03B invested in Pinnacle West Capital in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 157 increasing their positions, 177 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
500
Holders Change
+4
Holders Change %
+0.81%
% of All Funds
8.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
63
Increased
157
Reduced
177
Closed
55
Calls
$12.1M
Puts
$8.9M
Net Calls
+$3.23M
Net Calls Change
-$125K

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$312M
2
Invesco
Invesco
Georgia
$256M
3
Newport Trust Company
Newport Trust Company
District of Columbia
$71.8M
4
Bank of America
Bank of America
North Carolina
$77.2M
5
Morgan Stanley
Morgan Stanley
New York
$59.6M

Top Sellers

1
CIA
ClearBridge Investments (Australia)
Australia
$28.1M
2
Ameriprise
Ameriprise
Minnesota
$122M
3
CS
Credit Suisse
Switzerland
$9.67M
4
APG Asset Management
APG Asset Management
Netherlands
$27.1M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
C
351
Certuity
Florida
$260K +$2.46K +30 +1%
MYAM
352
Meiji Yasuda Asset Management
Japan
$257K – – –
Walleye Trading
353
Walleye Trading
New York
$257K +$257K +3,138 New
Canada Pension Plan Investment Board
354
Canada Pension Plan Investment Board
Ontario, Canada
$256K +$255K +3,118 +31,180%
FT
355
Fiduciary Trust
Massachusetts
$251K -$1.4K -17 -0.6%
EGA
356
E&G Advisors
Texas
$246K -$244K -3,000 Closed
DDC
357
DF Dent & Co
Maryland
$246K – – –
SNT
358
Security National Trust
West Virginia
$246K – – –
SWM
359
SeaCrest Wealth Management
New York
$243K +$6.55K +80 +3%
ECM
360
Estabrook Capital Management
New York
$242K – – –
KRSITF
361
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$241K -$9.77K -119 -4%
ClearBridge Investments
362
ClearBridge Investments
New York
$238K +$238K +2,902 New
JIC
363
Johnson Investment Counsel
Ohio
$237K -$4.99K -61 -2%
HI
364
Horizon Investments
North Carolina
$235K -$99.8K -1,228 -30%
HI
365
Harbour Investments
Wisconsin
$220K +$65.7K +800 +43%
AP
366
Advisor Partners
California
$219K -$5.75K -70 -3%
MFS
367
Mirabella Financial Services
United Kingdom
$218K +$218K +2,665 New
Mackenzie Financial
368
Mackenzie Financial
Ontario, Canada
$217K -$566K -6,906 -72%
HFG
369
Heron Financial Group
New York
$217K – – –
FTDI
370
First Trust Direct Indexing
Massachusetts
$214K +$214K +2,605 New
Cetera Investment Advisers
371
Cetera Investment Advisers
Illinois
$213K +$213K +2,596 New
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$211K -$1.15K -14 -0.5%
AC
373
Alexandria Capital
Virginia
$209K +$209K +2,555 New
WT
374
Whittier Trust
California
$208K – – –
Rafferty Asset Management
375
Rafferty Asset Management
New York
$208K +$208K +2,536 New
13 14
15
16 17