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Pinnacle West Capital
PNW

Overview Fund Activity

516 hedge funds and large institutions have $7.22B invested in Pinnacle West Capital in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 158 increasing their positions, 188 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
8.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
71
Increased
158
Reduced
188
Closed
68
Calls
$16.4M
Puts
$16.3M
Net Calls
+$102K
Net Calls Change
-$5.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$221M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$420M
3
Millennium Management
Millennium Management
New York
$81.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$30.1M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$38.6M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$284M
2
ECM
ExodusPoint Capital Management
New York
$0
3
BlackRock
BlackRock
New York
$712M
4
State Street
State Street
Massachusetts
$488M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$208K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
376
Meeder Asset Management
Ohio
$192K – – –
TPCW
377
TD Private Client Wealth
New York
$191K -$30.4K -412 -14%
AAG
378
Armstrong Advisory Group
Massachusetts
$189K +$3.24K +44 +2%
BF
379
BOK Financial
Oklahoma
$189K -$4.01K -54 -2%
VSQM
380
V-Square Quantitative Management
Illinois
$186K +$173K +2,346 +1,348%
IA
381
IFP Advisors
Florida
$182K +$49.4K +670 +37%
SPIA
382
Steward Partners Investment Advisory
New York
$163K +$1.55K +21 +1%
Nomura Asset Management
383
Nomura Asset Management
Japan
$146K -$9.58K -130 -6%
HI
384
Horizon Investments
North Carolina
$144K -$4.44K -61 -3%
WT
385
Whittier Trust
California
$143K – – –
MA
386
MCF Advisors
Kentucky
$140K +$12.7K +173 +10%
KBC Group
387
KBC Group
Belgium
$137K +$137K +1,862 New
CMBA
388
C.M. Bidwell & Associates
Hawaii
$135K – – –
SCM
389
Silvant Capital Management
Georgia
$133K – – –
CFB
390
Cullen/Frost Bankers
Texas
$132K – – –
GRP
391
Global Retirement Partners
California
$130K -$22K -307 -14%
TF
392
Tompkins Financial
New York
$118K -$147K -2,000 -56%
CI Investments Inc
393
CI Investments Inc
Ontario, Canada
$106K +$221 +3 +0.2%
NS
394
NBC Securities
Alabama
$104K +$104K +1,420 New
S
395
SignatureFD
Georgia
$103K -$1.84K -25 -2%
PTC
396
Private Trust Company
Ohio
$100K – – –
AIP
397
Ameritas Investment Partners
Nebraska
$99K – – –
Asset Management One
398
Asset Management One
Japan
$96.8K +$4.5K +61 +5%
UB
399
UMB Bank
Missouri
$92.8K +$3.68K +50 +4%
DJSG
400
D.J. St. Germain
Massachusetts
$90.9K – – –
14 15
16
17 18