PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

524 hedge funds and large institutions have $8.4B invested in Pinnacle West Capital in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
-20
Holders Change %
-3.68%
% of All Funds
7.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
66
Increased
171
Reduced
193
Closed
80
Calls
$20.7M
Puts
$18.7M
Net Calls
+$2.03M
Net Calls Change
+$4.28M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$474M
2
AIP
Atlas Infrastructure Partners
United Kingdom
+$250M
3
Lazard Asset Management
Lazard Asset Management
New York
+$211M
4
ZP
Zimmer Partners
New York
+$198M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
+$133M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$105M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$63.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$62.5M
4
Jennison Associates
Jennison Associates
New York
-$33.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
401
LifeSteps Financial
California
$68.5K +$68.5K +916 New
T
402
Tidemark
California
$67.9K – – –
FFA
403
Farther Finance Advisors
California
$67.6K +$38.8K +524 +135%
AA
404
Ancora Advisors
Ohio
$67.3K +$11.2K +150 +20%
DAM
405
Delta Asset Management
Tennessee
$64.7K – – –
QCG
406
Quadrant Capital Group
Ohio
$61.9K -$3.74K -50 -6%
NA
407
NewEdge Advisors
Louisiana
$61.3K -$13.5K -180 -18%
MA
408
Montag & Associates
Georgia
$59.8K – – –
CA
409
Crewe Advisors
Utah
$59K -$149 -2 -0.3%
FCAS
410
First Command Advisory Services
Texas
$52.3K – – –
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$49.2K +$29.7K +397 +152%
FHA
412
First Horizon Advisors
Tennessee
$49.2K -$14.6K -195 -23%
RTC
413
Riverview Trust Company
Washington
$46.5K +$46.5K +622 New
APF
414
Alaska Permanent Fund
Alaska
$46.2K – – –
MAM
415
Meeder Asset Management
Ohio
$45.6K -$149K -1,990 -77%
FPFS
416
First Personal Financial Services
North Carolina
$44.9K – – –
TC
417
Trust Company
Kansas
$44.6K – – –
SIM
418
Sentry Investment Management
Wisconsin
$44K – – –
BBHC
419
Brown Brothers Harriman & Co
New York
$43.8K +$22.7K +304 +108%
CTC
420
Central Trust Company
Missouri
$41.1K – – –
ME
421
McIlrath & Eck
Washington
$38.3K -$1.79K -24 -4%
DekaBank Deutsche Girozentrale
422
DekaBank Deutsche Girozentrale
Germany
$38K +$7.31K +100 +24%
PCFFS
423
Pacific Center for Financial Services
California
$37.4K – – –
FFC
424
First Financial Corp
Indiana
$37.4K – – –
HI
425
Harbour Investments
Wisconsin
$37.1K -$22.3K -298 -37%
15 16
17
18 19