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Pinnacle West Capital
PNW

Overview Fund Activity

476 hedge funds and large institutions have $6.3B invested in Pinnacle West Capital in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 60 closing their positions.

Holders
476
Holders Change
-13
Holders Change %
-2.66%
% of All Funds
8.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
178
Reduced
146
Closed
60
Calls
$26.5M
Puts
$15.2M
Net Calls
+$11.2M
Net Calls Change
+$6.46M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$79.2M
2
Invesco
2
Invesco
Georgia
$320M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$96.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$56M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$90.9M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$583M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$104M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$109M
5
PAM
5
Panagora Asset Management
Massachusetts
$2.61M
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
376
Steward Partners Investment Advisory
New York
$43K 661 +100 +18%
Bessemer Group
377
Bessemer Group
New Jersey
$43K 672 +497 +284%
TC
378
Trust Company
Kansas
$39K 597 – –
FPFS
379
First Personal Financial Services
North Carolina
$39K 601 – –
Rockefeller Capital Management
380
Rockefeller Capital Management
New York
$38K 603 -171 -22%
LWCFA
381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K 567 – –
FHA
382
First Horizon Advisors
Tennessee
$36K 561 -1,252 -69%
CTC
383
Central Trust Company
Missouri
$35K 550 – –
ME
384
McIlrath & Eck
Washington
$35K 537 – –
AF
385
Advisornet Financial
Minnesota
$35K 540 +11 +2%
AA
386
Addison Advisors
Vermont
$35K 537 +371 +223%
HI
387
Harbour Investments
Wisconsin
$34K 462 – –
GRP
388
Global Retirement Partners
California
$33K 491 -428 -47%
PA
389
Parallel Advisors
California
$33K 512 +71 +16%
BCWM
390
Bartlett & Co Wealth Management
Ohio
$32.3K 500 – –
PCFFS
391
Pacific Center for Financial Services
California
$32K 500 – –
BAM
392
Bellevue Asset Management
Washington
$32K 483 – –
BC
393
Bartlett & Co
Ohio
$32K 500 – –
FFC
394
First Financial Corp
Indiana
$32K 500 – –
MA
395
Montag & Associates
Georgia
$32K 500 – –
ECM
396
Estabrook Capital Management
New York
$32K 496 – –
MCM
397
Manchester Capital Management
Vermont
$30K 466 – –
RTC
398
Riverview Trust Company
Washington
$27K 421 – –
National Bank of Canada
399
National Bank of Canada
Quebec, Canada
$26K 399 -52,000 -99%
MMG
400
Monetary Management Group
Missouri
$26K 400 – –
14 15
16
17 18