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Pinnacle West Capital
PNW

Overview Fund Activity

479 hedge funds and large institutions have $7.47B invested in Pinnacle West Capital in 2022 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 195 increasing their positions, 142 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
-16
Holders Change %
-3.23%
% of All Funds
7.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
65
Increased
195
Reduced
142
Closed
72
Calls
$22.5M
Puts
$29.2M
Net Calls
-$6.76M
Net Calls Change
+$5.34M

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$308M
2
State Street
State Street
Massachusetts
+$83.7M
3
Invesco
Invesco
Georgia
+$63.1M
4
CFC
Cincinnati Financial Corp
Ohio
+$37.3M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$28.5M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$72.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$49.9M
3
ACI
AMP Capital Investors
Australia
-$37M
4
Millennium Management
Millennium Management
New York
-$25.8M
5
BlackRock
BlackRock
New York
-$25M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPCW
376
TD Private Client Wealth
New York
$58.5K +$9.53K +122 +19%
Rockefeller Capital Management
377
Rockefeller Capital Management
New York
$58K -$401K -5,174 -87%
PFBT
378
Parkside Financial Bank & Trust
Missouri
$56K +$39.3K +504 +236%
SPIA
379
Steward Partners Investment Advisory
New York
$54K +$27.6K +351 +105%
PA
380
Parallel Advisors
California
$52K +$11.5K +149 +29%
BC
381
Bartlett & Co
Ohio
$51K +$51K +650 New
BCWM
382
Bartlett & Co Wealth Management
Ohio
$50.8K +$50.8K +650 New
CWP
383
Concord Wealth Partners
Virginia
$48K +$3.89K +50 +9%
FPFS
384
First Personal Financial Services
North Carolina
$47K – – –
Skandinaviska Enskilda Banken (SEB)
385
Skandinaviska Enskilda Banken (SEB)
Sweden
$45K +$45K +577 New
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44K – – –
CTC
387
Central Trust Company
Missouri
$43K – – –
ME
388
McIlrath & Eck
Washington
$42K – – –
NWM
389
Nauset Wealth Management
Connecticut
$42K +$42K +535 New
AF
390
Advisornet Financial
Minnesota
$41K +$31.5K +401 +331%
AIL
391
AGF Investments LLC
Ontario, Canada
$40K +$2.59K +33 +7%
FFC
392
First Financial Corp
Indiana
$39K – – –
MA
393
Montag & Associates
Georgia
$39K – – –
PCFFS
394
Pacific Center for Financial Services
California
$39K – – –
ECM
395
Estabrook Capital Management
New York
$38.7K – – –
BAM
396
Bellevue Asset Management
Washington
$38K – – –
MCM
397
Manchester Capital Management
Vermont
$36K -$1K -13 -3%
PFS
398
Prospera Financial Services
Texas
$35K +$35K +451 New
RTC
399
Riverview Trust Company
Washington
$33K – – –
TFO
400
Tarbox Family Office
California
$32K -$2.41K -31 -7%
14 15
16
17 18