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Pinnacle West Capital
PNW

Overview Fund Activity

496 hedge funds and large institutions have $7.79B invested in Pinnacle West Capital in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 175 increasing their positions, 171 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
496
Holders Change
-27
Holders Change %
-5.16%
% of All Funds
8.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
54
Increased
175
Reduced
171
Closed
74
Calls
$11.9M
Puts
$8.54M
Net Calls
+$3.35M
Net Calls Change
-$591K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$538M
2
American Century Companies
American Century Companies
Missouri
$387M
3
CIA
ClearBridge Investments (Australia)
Australia
$115M
4
CS
Credit Suisse
Switzerland
$49.8M
5
Invesco
Invesco
Georgia
$179M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$30.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$41.5M
3
ZP
Zimmer Partners
New York
$0
4
PP
Prudential plc
United Kingdom
$10.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
401
Rockefeller Capital Management
New York
$65K +$15.4K +190 +31%
Fifth Third Bancorp
402
Fifth Third Bancorp
Ohio
$64K +$2.21K +27 +4%
GRP
403
Global Retirement Partners
California
$58K -$21.2K -261 -27%
BC
404
Bartlett & Co
Ohio
$57K -$12.2K -150 -18%
BCWM
405
Bartlett & Co Wealth Management
Ohio
$56.9K -$12.2K -150 -18%
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55K – – –
SPIA
407
Steward Partners Investment Advisory
New York
$52.6K +$22.9K +281 +77%
FPFS
408
First Personal Financial Services
North Carolina
$49K – – –
CFO
409
CVA Family Office
Colorado
$48K – – –
SQA
410
Simon Quick Advisors
New Jersey
$46K +$46K +575 New
CTC
411
Central Trust Company
Missouri
$45K -$8.92K -110 -17%
BAMG
412
Brand Asset Management Group
Missouri
$45K – – –
ME
413
McIlrath & Eck
Washington
$44K +$20.6K +252 +88%
DWP
414
Destiny Wealth Partners
Florida
$41K -$219K -2,675 -84%
Lazard Asset Management
415
Lazard Asset Management
New York
$41K -$198K -2,543 -83%
PCFFS
416
Pacific Center for Financial Services
California
$41K – – –
FFC
417
First Financial Corp
Indiana
$41K +$41K +500 New
HNB
418
Huntington National Bank
Ohio
$40K – – –
TPCW
419
TD Private Client Wealth
New York
$39.9K -$1.79K -22 -4%
SBL
420
Sargent Bickham Lagudis
Colorado
$39K – – –
BAM
421
Bellevue Asset Management
Washington
$39K – – –
MCM
422
Manchester Capital Management
Vermont
$38K -$5.14K -63 -12%
RTC
423
Riverview Trust Company
Washington
$34K – – –
MMG
424
Monetary Management Group
Missouri
$33K – – –
AIL
425
AGF Investments LLC
Ontario, Canada
$33K +$733 +9 +2%
15 16
17
18 19