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Pinnacle West Capital
PNW

Overview Fund Activity

524 hedge funds and large institutions have $8.4B invested in Pinnacle West Capital in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
-20
Holders Change %
-3.68%
% of All Funds
7.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
66
Increased
171
Reduced
193
Closed
80
Calls
$20.7M
Puts
$18.7M
Net Calls
+$2.03M
Net Calls Change
+$4.28M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$960M
2
AIP
Atlas Infrastructure Partners
United Kingdom
$250M
3
Lazard Asset Management
Lazard Asset Management
New York
$502M
4
ZP
Zimmer Partners
New York
$198M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
$135M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$106M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.4M
3
First Trust Advisors
First Trust Advisors
Illinois
$27.6M
4
Jennison Associates
Jennison Associates
New York
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
351
Glenview Trust
Kentucky
$226K -$61.3K -820 -21%
HB
352
HTLF Bank
Colorado
$224K – – –
DDC
353
DF Dent & Co
Maryland
$224K – – –
NC
354
Napatree Capital
Rhode Island
$222K +$2.8K +38 +1%
SFA
355
Sequoia Financial Advisors
Ohio
$222K +$222K +2,971 New
PFG
356
PAX Financial Group
Texas
$222K -$4.63K -62 -2%
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$217K -$27.9K -374 -11%
NAS
358
Nicolet Advisory Services
Wisconsin
$214K +$214K +2,873 New
WANY
359
Wealthspire Advisors (New York)
New York
$213K -$299 -4 -0.1%
DAS
360
Diversify Advisory Services
Utah
$212K +$212K +2,857 New
ASN
361
Advisory Services Network
Georgia
$211K -$939K -12,559 -82%
JIC
362
Johnson Investment Counsel
Ohio
$209K – – –
PAS
363
Park Avenue Securities
New York
$207K -$35.2K -471 -15%
WB
364
WesBanco Bank
West Virginia
$204K +$204K +2,734 New
C
365
Covestor
United Kingdom
$198K +$185K +2,486 +1,480%
IA
366
IFP Advisors
Florida
$195K +$60.6K +811 +45%
CHC
367
City Holding Co
West Virginia
$193K -$28.2K -378 -13%
LFG
368
Larson Financial Group
Missouri
$192K +$115K +1,541 +150%
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$189K +$34.8K +465 +23%
BF
370
BOK Financial
Oklahoma
$189K -$148 -2 -0.1%
VSQM
371
V-Square Quantitative Management
Illinois
$188K – – –
TPCW
372
TD Private Client Wealth
New York
$184K -$6.95K -93 -4%
AAG
373
Armstrong Advisory Group
Massachusetts
$181K – – –
LI
374
LRI Investments
Florida
$174K +$174K +2,335 New
TRCT
375
Tower Research Capital (TRC)
New York
$167K -$1.11M -14,824 -87%
13 14
15
16 17