PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

520 hedge funds and large institutions have $7.98B invested in Pinnacle West Capital in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
520
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
159
Reduced
201
Closed
40
Calls
$19.1M
Puts
$13.1M
Net Calls
+$6M
Net Calls Change
-$7.85M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$109M
2
WHRC
2
W.H. Reaves & Co
New Jersey
$59.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$50.1M
5
Northern Trust
5
Northern Trust
Illinois
$104M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$365M
3
Invesco
3
Invesco
Georgia
$333M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$523M
5
BlackRock
5
BlackRock
New York
$820M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
351
Zacks Investment Management
Illinois
$253K +$253K +3,106 New
KFA
352
Krane Funds Advisors
New York
$251K -$9.71K -119 -4%
DI
353
DFPG Investments
Utah
$250K +$31.3K +380 +14%
TPCW
354
TD Private Client Wealth
New York
$245K +$570 +7 +0.2%
DDC
355
DF Dent & Co
Maryland
$244K – – –
DBT
356
Dubuque Bank & Trust
Iowa
$244K – – –
RW
357
RVW Wealth
California
$244K +$244K +3,000 New
WB
358
West Bancorporation
Iowa
$242K -$896 -11 -0.4%
LNWWM
359
Laird Norton Wetherby Wealth Management
California
$234K +$234K +2,868 New
VIA
360
Vident Investment Advisory
Georgia
$230K +$15.9K +195 +7%
BL
361
Balentine LLC
Georgia
$230K -$270K -3,314 -54%
JIC
362
Johnson Investment Counsel
Ohio
$228K +$244 +3 +0.1%
CA
363
Cetera Advisors
Colorado
$225K +$11.9K +146 +6%
WB
364
WesBanco Bank
West Virginia
$223K +$223K +2,734 New
HFG
365
Heron Financial Group
New York
$223K – – –
AWM
366
Accurate Wealth Management
Florida
$218K +$218K +2,623 New
CCM
367
Coldstream Capital Management
Washington
$216K +$216K +2,653 New
BP
368
Ballentine Partners
Massachusetts
$215K +$6.19K +76 +3%
BF
369
BOK Financial
Oklahoma
$212K -$53.8K -660 -20%
MAM
370
Meeder Asset Management
Ohio
$212K – – –
DI
371
Diligent Investors
California
$208K – – –
SPC
372
Sigma Planning Corp
Michigan
$208K +$208K +2,548 New
AAG
373
Armstrong Advisory Group
Massachusetts
$206K – – –
TWM
374
TriaGen Wealth Management
California
$202K +$202K +2,477 New
TNBTD
375
Trustmark National Bank Trust Department
Mississippi
$202K +$202K +2,474 New
13 14
15
16 17