PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in Pinnacle West Capital in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 141 increasing their positions, 178 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
-13
Holders Change %
-2.56%
% of All Funds
7.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
95
Increased
141
Reduced
178
Closed
97
Calls
$22.4M
Puts
$34.5M
Net Calls
-$12.1M
Net Calls Change
+$6.56M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$760M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$123M
3
Citadel Advisors
Citadel Advisors
Florida
$49.9M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$40.9M
5
AA
ALPS Advisors
Colorado
$24.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$174M
2
American Century Companies
American Century Companies
Missouri
$268M
3
State Street
State Street
Massachusetts
$412M
4
Ameriprise
Ameriprise
Minnesota
$3.88M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCFFS
401
Pacific Center for Financial Services
California
$35K – – –
FFC
402
First Financial Corp
Indiana
$35K – – –
MA
403
Montag & Associates
Georgia
$35K +$35K +500 New
MCM
404
Manchester Capital Management
Vermont
$34K -$71 -1 -0.2%
BAM
405
Bellevue Asset Management
Washington
$34K – – –
AIL
406
AGF Investments LLC
Ontario, Canada
$34K +$2.99K +42 +10%
HI
407
Harbour Investments
Wisconsin
$32K -$159K -2,230 -83%
TFO
408
Tarbox Family Office
California
$31K – – –
SWM
409
Spire Wealth Management
Virginia
$29K +$7.16K +103 +33%
HPC
410
HM Payson & Co
Maine
$28K – – –
CB
411
Community Bank
New York
$28K – – –
MMG
412
Monetary Management Group
Missouri
$28K – – –
RG
413
Retirement Group
California
$28K +$28K +400 New
HWA
414
Heritage Wealth Advisors
Virginia
$26K – – –
CSB
415
City State Bank
Iowa
$26K +$26K +365 New
CWC
416
Carolinas Wealth Consulting
North Carolina
$26K +$25.7K +368 +9,200%
PGAM
417
Princeton Global Asset Management
New Jersey
$25K – – –
BFC
418
Bedel Financial Consulting
Indiana
$25K +$5.36K +75 +27%
National Bank of Canada
419
National Bank of Canada
Quebec, Canada
$25K +$25K +357 New
CFA
420
Carroll Financial Associates
North Carolina
$25K +$24.9K +363 +18,150%
SPIA
421
Steward Partners Investment Advisory
New York
$24K -$11.9K -166 -33%
SBL
422
Sargent Bickham Lagudis
Colorado
$22K – – –
FPWM
423
FSB Premier Wealth Management
Iowa
$19K +$19K +280 New
SN
424
Sittner & Nelson
Oregon
$18K – – –
FHA
425
First Horizon Advisors
Tennessee
$18K +$15.5K +222 +617%
15 16
17
18 19