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Pinnacle West Capital
PNW

Overview Fund Activity

534 hedge funds and large institutions have $7.32B invested in Pinnacle West Capital in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 145 reducing their positions, and 29 closing their positions.

Holders
534
Holders Change
+58
Holders Change %
+12.18%
% of All Funds
8.62%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
98
Increased
205
Reduced
145
Closed
29
Calls
$27M
Puts
$17.3M
Net Calls
+$9.69M
Net Calls Change
-$1.54M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$48.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$37M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$535M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
American Century Companies
3
American Century Companies
Missouri
$196M
4
ZP
4
Zimmer Partners
New York
$54.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$97.1M
Name Market Value Shares Shares
Change 		Shares
Change %
KRSITF
351
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$308K 4,051 – –
HI
352
Horizon Investments
North Carolina
$298K 3,963 +3,963 New
SC
353
Savant Capital
Illinois
$295K 3,875 -750 -16%
CG
354
Caprock Group
Idaho
$290K 3,812 +3,812 New
II
355
Inspire Investing
Idaho
$286K 3,758 +224 +6%
GWM
356
Geneos Wealth Management
Colorado
$280K 3,685 +905 +33%
MML Investors Services
357
MML Investors Services
Massachusetts
$280K 3,679 +3,679 New
FDCDDQ
358
Federation des caisses Desjardins du Quebec
Quebec, Canada
$278K 3,660 – –
JPMPWA
359
J.P. Morgan Private Wealth Advisors
California
$278K 3,651 -685 -16%
NMIMC
360
Northwestern Mutual Investment Management Company
Wisconsin
$270K 3,545 -654 -16%
API
361
Advisor Partners II
California
$267K 3,514 -1,333 -28%
NPPM
362
North Point Portfolio Managers
Ohio
$262K 3,450 – –
IA
363
IFP Advisors
Florida
$262K 3,882 -4,847 -56%
ASN
364
Advisory Services Network
Georgia
$258K 3,391 -802 -19%
DekaBank Deutsche Girozentrale
365
DekaBank Deutsche Girozentrale
Germany
$257K 3,329 -8,629 -72%
PA
366
Probity Advisors
Texas
$256K 3,368 -95 -3%
VAM
367
Verity Asset Management
North Carolina
$250K 3,290 +3,290 New
BAG
368
Bridgewealth Advisory Group
California
$247K 3,250 +3,250 New
JF
369
Jump Financial
Illinois
$245K 3,222 +3,222 New
OPCM
370
Osborne Partners Capital Management
California
$244K 3,215 – –
PTC
371
Petrus Trust Company
Texas
$238K 3,133 +3,133 New
BFC
372
Bedel Financial Consulting
Indiana
$237K 3,111 +3,111 New
BAM
373
Belpointe Asset Management
Nevada
$236K 3,107 +467 +18%
WB
374
West Bancorporation
Iowa
$236K 3,106 -302 -9%
PFG
375
PAX Financial Group
Texas
$236K 3,105 +3,105 New
13 14
15
16 17