PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

541 hedge funds and large institutions have $8.7B invested in Pinnacle West Capital in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+17
Holders Change %
+3.24%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
63
Increased
182
Reduced
189
Closed
40
Calls
$26.4M
Puts
$12.2M
Net Calls
+$14.2M
Net Calls Change
+$12.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$149M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$105M
3
Deutsche Bank
Deutsche Bank
Germany
+$78.6M
4
CC
Covalis Capital
United Kingdom
+$42.2M
5
ECM
ExodusPoint Capital Management
New York
+$38.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$290M
2
American Century Companies
American Century Companies
Missouri
-$69M
3
SSA
Schonfeld Strategic Advisors
New York
-$32.2M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$21.2M
5
Ameriprise
Ameriprise
Minnesota
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
351
Simplex Trading
Illinois
$236K +$236K +3,100 New
IAS
352
Investment Advisory Services
Texas
$235K -$4.35K -57 -2%
VSQM
353
V-Square Quantitative Management
Illinois
$233K +$40.4K +529 +21%
CI Investments Inc
354
CI Investments Inc
Ontario, Canada
$232K +$39K +511 +20%
NC
355
Napatree Capital
Rhode Island
$231K +$687 +9 +0.3%
HB
356
HTLF Bank
Colorado
$229K – – –
DDC
357
DF Dent & Co
Maryland
$229K – – –
AWE
358
Avidian Wealth Enterprises
Texas
$227K +$227K +2,968 New
SFA
359
Sequoia Financial Advisors
Ohio
$223K -$4.13K -54 -2%
PAS
360
Park Avenue Securities
New York
$221K +$10.1K +132 +5%
PA
361
Parallel Advisors
California
$219K +$199K +2,609 +996%
MAS
362
Meeder Advisory Services
Ohio
$216K +$216K +2,827 New
CCM
363
Coldstream Capital Management
Washington
$215K +$215K +2,811 New
STA
364
Summit Trail Advisors
New York
$214K +$214K +2,806 New
PFG
365
PAX Financial Group
Texas
$214K -$13.1K -171 -6%
GT
366
Glenview Trust
Kentucky
$213K -$17.9K -234 -8%
WB
367
WesBanco Bank
West Virginia
$209K – – –
WANY
368
Wealthspire Advisors (New York)
New York
$208K -$9.55K -125 -4%
JIC
369
Johnson Investment Counsel
Ohio
$206K -$7.64K -100 -4%
TI
370
Tidal Investments
Wisconsin
$205K -$97.4K -1,275 -32%
SC
371
Syon Capital
California
$201K +$201K +2,631 New
AAG
372
Armstrong Advisory Group
Massachusetts
$193K – – –
KBC Group
373
KBC Group
Belgium
$187K +$21.4K +280 +13%
SOW
374
State of Wyoming
Wyoming
$180K +$180K +2,363 New
CHC
375
City Holding Co
West Virginia
$180K -$17.1K -224 -9%
13 14
15
16 17