We are live on ! Find out more
PNW icon

Pinnacle West Capital

616 hedge funds and large institutions have $9.57B invested in Pinnacle West Capital in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 217 increasing their positions, 180 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $4.94M

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 180

6% more funds holding

Funds holding: 579616 (+37)

1.52% less ownership

Funds ownership: 100.86%99.35% (-1.5%)

5% less capital invested

Capital invested by funds: $10.1B → $9.57B (-$551M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
616
Holders Change
+37
Holders Change %
+6.39%
% of All Funds
8.11%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
108
Increased
217
Reduced
180
Closed
65
Calls
$16.8M
Puts
$4.94M
Net Calls
+$11.8M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DDC
401
DF Dent & Co
Maryland
$254K
EI
402
Ethic Inc
New York
$251K +$263K +2,966 New
FFO
403
Fortitude Family Office
Arizona
$250K +$153K +1,722 +141%
PS
404
Principal Securities
Iowa
$247K +$9.32K +105 +4%
TC
405
TownSquare Capital
Utah
$246K +$258K +2,904 New
EP
406
Edgestream Partners
New Jersey
$241K -$3.68M -41,496 -94%
MEAC
407
M.E. Allison & Co
Texas
$241K +$253K +2,847 New
AWM
408
AE Wealth Management
Kansas
$237K +$248K +2,792 New
GT
409
Glenview Trust
Kentucky
$236K
ECM
410
Everence Capital Management
Indiana
$234K +$245K +2,760 New
PCM
411
Prelude Capital Management
New York
$231K -$211K -2,376 -47%
Asset Management One
412
Asset Management One
Japan
$230K +$49.8K +561 +26%
OAM
413
Oxford Asset Management
United Kingdom
$230K +$240K +2,708 New
TI
414
Tidal Investments
Wisconsin
$229K -$16.1K -181 -6%
Truist Financial
415
Truist Financial
North Carolina
$226K -$129K -1,456 -35%
JIC
416
Johnson Investment Counsel
Ohio
$225K
MC
417
Moors & Cabot
Massachusetts
$225K
PFG
418
PAX Financial Group
Texas
$224K -$2.49K -28 -1%
GSC
419
Ground Swell Capital
South Carolina
$224K -$33.4K -376 -12%
MC
420
Machina Capital
France
$220K -$28.8K -324 -11%
BCM
421
Birmingham Capital Management
Alabama
$216K -$59.9K -675 -21%
CA
422
Crewe Advisors
Utah
$215K +$127K +1,434 +130%
AAG
423
Armstrong Advisory Group
Massachusetts
$214K
DI
424
Diligent Investors
California
$212K
WA
425
WealthTrust Axiom
Pennsylvania
$212K