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Pinnacle West Capital
PNW

Overview Fund Activity

520 hedge funds and large institutions have $7.98B invested in Pinnacle West Capital in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 201 reducing their positions, and 40 closing their positions.

Holders
520
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
159
Reduced
201
Closed
40
Calls
$19.1M
Puts
$13.1M
Net Calls
+$6M
Net Calls Change
-$7.85M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$109M
2
WHRC
2
W.H. Reaves & Co
New Jersey
$59.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$50.1M
5
Northern Trust
5
Northern Trust
Illinois
$104M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$365M
3
Invesco
3
Invesco
Georgia
$333M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$523M
5
BlackRock
5
BlackRock
New York
$820M
Name Market Value Shares Shares
Change 		Shares
Change %
RG
426
Retirement Group
California
$48.9K 600 – –
TC
427
Trust Company
Kansas
$48.6K 597 – –
LWCFA
428
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$46.2K 567 – –
AF
429
Advisornet Financial
Minnesota
$45.1K 553 +6 +1%
CTC
430
Central Trust Company
Missouri
$44.8K 550 – –
FHA
431
First Horizon Advisors
Tennessee
$44.3K 543 – –
ME
432
McIlrath & Eck
Washington
$43.7K 537 – –
BC
433
Bartlett & Co
Ohio
$41K 500 – –
PCFFS
434
Pacific Center for Financial Services
California
$40.7K 500 – –
BCWM
435
Bartlett & Co Wealth Management
Ohio
$40.7K 500 – –
FFC
436
First Financial Corp
Indiana
$40.7K 500 – –
MA
437
Montag & Associates
Georgia
$40.7K 500 – –
ECM
438
Estabrook Capital Management
New York
$40.4K 496 – –
TWC
439
TD Waterhouse Canada
Ontario, Canada
$39.2K 418 -38 -8%
MCM
440
Manchester Capital Management
Vermont
$38K 466 – –
MMG
441
Monetary Management Group
Missouri
$32.6K 400 – –
HPC
442
HM Payson & Co
Maine
$32.1K 394 – –
DMBA
443
Deseret Mutual Benefit Administrators
Utah
$30.6K 376 – –
MPWT
444
MassMutual Private Wealth & Trust
Connecticut
$30.3K 372 +99 +36%
HWA
445
Heritage Wealth Advisors
Virginia
$29.7K 365 – –
QC
446
Quent Capital
New York
$28.7K 352 +1 +0.3%
FFA
447
Farther Finance Advisors
California
$28.5K 350 -1 -0.3%
PGAM
448
Princeton Global Asset Management
New Jersey
$28.5K 350 – –
NFSG
449
Newbridge Financial Services Group
Florida
$25.1K 308 +124 +67%
LC
450
Lindbrook Capital
California
$23.7K 291 -4 -1%
16 17
18
19 20