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Pinnacle West Capital
PNW

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in Pinnacle West Capital in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 141 increasing their positions, 178 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-13
Holders Change %
-2.56%
% of All Funds
7.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
95
Increased
141
Reduced
178
Closed
97
Calls
$22.4M
Puts
$34.5M
Net Calls
-$12.1M
Net Calls Change
+$6.56M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$760M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$123M
3
Citadel Advisors
Citadel Advisors
Florida
$49.9M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$40.9M
5
AA
ALPS Advisors
Colorado
$24.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$174M
2
American Century Companies
American Century Companies
Missouri
$268M
3
State Street
State Street
Massachusetts
$412M
4
Ameriprise
Ameriprise
Minnesota
$3.88M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
351
E&G Advisors
Texas
$212K – – –
KRSITF
352
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$211K -$141 -2 -0.1%
FIA
353
Foundations Investment Advisors
Arizona
$209K +$209K +2,973 New
Cerity Partners
354
Cerity Partners
New York
$208K +$208K +2,956 New
APA
355
American Portfolios Advisors
New York
$201K +$191K +2,704 +1,931%
BAM
356
Belpointe Asset Management
Nevada
$181K -$8.74K -124 -5%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$160K +$100K +1,423 +169%
CWM
358
CarsonAllaria Wealth Management
Illinois
$159K +$159K +2,259 New
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K -$299K -4,245 -67%
WT
360
Whittier Trust
California
$147K -$32.5K -460 -18%
EW
361
Evoke Wealth
California
$143K +$2.25K +32 +2%
FAM
362
Fulcrum Asset Management
United Kingdom
$142K – – –
NIM
363
NuWave Investment Management
New Jersey
$141K -$63.8K -904 -31%
HSA
364
Hussman Strategic Advisors
Maryland
$141K – – –
DCM
365
Dupont Capital Management
Delaware
$135K -$55.9K -792 -29%
TCWM
366
Total Clarity Wealth Management
Illinois
$132K -$23.7K -336 -15%
LIM
367
Longfellow Investment Management
Massachusetts
$130K – – –
PP
368
PrairieView Partners
Minnesota
$128K +$7.85K +111 +7%
S
369
SignatureFD
Georgia
$117K +$78.3K +1,113 +202%
C
370
Covestor
United Kingdom
$117K +$117K +1,659 New
AIP
371
Ameritas Investment Partners
Nebraska
$109K – – –
FCB
372
First Command Bank
Texas
$109K – – –
FCFS
373
First Command Financial Services
Texas
$106K – – –
UB
374
UMB Bank
Missouri
$101K +$101K +1,438 New
WI
375
Wahed Invest
New York
$95K +$95K +1,348 New
13 14
15
16 17