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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 %
HPC
426
HM Payson & Co
Maine
$32K – – –
HWA
427
Heritage Wealth Advisors
Virginia
$29.7K +$12.2K +150 +70%
S
428
SignatureFD
Georgia
$29K -$52.8K -648 -65%
PGAM
429
Princeton Global Asset Management
New Jersey
$28K -$16.7K -209 -37%
ST
430
Smithfield Trust
Pennsylvania
$28K – – –
FWM
431
Focused Wealth Management
New York
$26K +$82 +1 +0.3%
SSB
432
Sandy Spring Bank
Maryland
$24K – – –
BCA
433
Berman Capital Advisors
Georgia
$23K +$486 +6 +2%
MA
434
MCF Advisors
Kentucky
$23K +$23K +284 New
PFBT
435
Parkside Financial Bank & Trust
Missouri
$22K -$806 -10 -4%
BFC
436
Bedel Financial Consulting
Indiana
$22K +$18K +225 +450%
SN
437
Sittner & Nelson
Oregon
$20K +$20K +250 New
NFG
438
Next Financial Group
Texas
$19K – – –
PWMG
439
Prestige Wealth Management Group
New Jersey
$18K – – –
SWM
440
Spire Wealth Management
Virginia
$18K +$18K +221 New
RFA
441
Reilly Financial Advisors
California
$17K – – –
VBCG
442
Valley Brook Capital Group
Pennsylvania
$16K -$48K -600 -75%
TIM
443
Tortoise Investment Management
New York
$16K – – –
RMC
444
Resources Management Corp
Connecticut
$16K – – –
TFO
445
Tarbox Family Office
California
$16K – – –
PSB
446
Piscataqua Savings Bank
New Hampshire
$16K +$16K +200 New
AssetMark Inc
447
AssetMark Inc
California
$15K +$1.77K +22 +13%
GAM
448
Gemmer Asset Management
California
$15K +$9.55K +114 +175%
PA
449
Parallel Advisors
California
$14K -$1.94K -24 -12%
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$14K +$1.9K +24 +16%
16 17
18
19 20