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Pinnacle West Capital
PNW

Overview Fund Activity

508 hedge funds and large institutions have $6.91B invested in Pinnacle West Capital in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 175 increasing their positions, 161 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
508
Holders Change
+8
Holders Change %
+1.6%
% of All Funds
8.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
175
Reduced
161
Closed
58
Calls
$14M
Puts
$32.7M
Net Calls
-$18.7M
Net Calls Change
-$21.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$38.3M
2
Amundi
2
Amundi
France
$42.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$49.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$16.8M
5
ST
5
Sabal Trust
Florida
$14.8M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$24.8M
2
Bessemer Group
2
Bessemer Group
New Jersey
$68K
3
Ameriprise
3
Ameriprise
Minnesota
$53M
4
Bank of America
4
Bank of America
North Carolina
$33.9M
5
Invesco
5
Invesco
Georgia
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
351
Davenport & Co
Virginia
$253K +$253K +3,500 New
HSA
352
HBK Sorce Advisory
Pennsylvania
$252K -$308K -4,256 -55%
NPPM
353
North Point Portfolio Managers
Ohio
$250K – – –
SNT
354
Security National Trust
West Virginia
$246K – – –
GWM
355
Geneos Wealth Management
Colorado
$243K +$72 +1 +0%
CI
356
Cigna Investments
Connecticut
$242K -$7.21K -100 -3%
Two Sigma Investments
357
Two Sigma Investments
New York
$238K +$238K +3,284 New
CAM
358
Costello Asset Management
Pennsylvania
$236K -$171K -2,363 -42%
OPCM
359
Osborne Partners Capital Management
California
$233K -$9.06K -125 -4%
IRF
360
IBM Retirement Fund
New York
$231K – – –
YIH
361
Y-Intercept (HK)
Hong Kong
$229K +$229K +3,165 New
C
362
Certuity
Florida
$227K -$2.17K -30 -0.9%
MYAM
363
Meiji Yasuda Asset Management
Japan
$227K – – –
BPA
364
Beacon Pointe Advisors
California
$218K -$149K -2,054 -41%
TWM
365
Titus Wealth Management
California
$218K +$218K +3,005 New
DDC
366
DF Dent & Co
Maryland
$217K – – –
EGA
367
E&G Advisors
Texas
$217K +$217K +3,000 New
KRSITF
368
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$216K +$3.97K +55 +2%
Wealthfront Advisers
369
Wealthfront Advisers
California
$215K -$366K -5,056 -63%
SPC
370
Sigma Planning Corp
Michigan
$213K +$213K +2,948 New
Mackenzie Financial
371
Mackenzie Financial
Ontario, Canada
$211K +$19.9K +275 +10%
SWM
372
SeaCrest Wealth Management
New York
$210K -$4.55K -63 -2%
NIM
373
NuWave Investment Management
New Jersey
$210K +$210K +2,901 New
JIC
374
Johnson Investment Counsel
Ohio
$209K – – –
DCM
375
Dupont Capital Management
Delaware
$196K +$47K +648 +32%
13 14
15
16 17