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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 %
MCM
426
Manchester Capital Management
Vermont
$37K +$1.5K +20 +4%
RA
427
Rise Advisors
New York
$36.1K +$36.1K +483 New
VAG
428
VisionPoint Advisory Group
Texas
$34.4K +$34.4K +460 New
AF
429
Advisornet Financial
Minnesota
$34.2K -$8.15K -109 -19%
CPG
430
Custom Portfolio Group
Colorado
$30.7K – – –
CIA
431
Cape Investment Advisory
Georgia
$30K +$30K +401 New
MMG
432
Monetary Management Group
Missouri
$29.9K – – –
FUBT
433
First United Bank & Trust
Maryland
$29.9K – – –
NFSG
434
Newbridge Financial Services Group
Florida
$29.7K -$6.2K -83 -17%
HPC
435
HM Payson & Co
Maine
$29.4K – – –
RAM
436
Resona Asset Management
Japan
$28.5K +$28.5K +381 New
LC
437
Lindbrook Capital
California
$26.8K +$2.32K +31 +9%
BFPW
438
BOK Financial Private Wealth
Colorado
$26.7K – – –
BCWM
439
Bartlett & Co Wealth Management
Ohio
$26.2K -$31.5K -421 -55%
MIA
440
MeadowBrook Investment Advisors
Michigan
$26.2K – – –
ECM
441
Estabrook Capital Management
New York
$24.4K – – –
IBOK
442
Independence Bank of Kentucky
Kentucky
$24.3K – – –
CA
443
CoreCap Advisors
Michigan
$24.2K +$24.2K +324 New
PFBT
444
Parkside Financial Bank & Trust
Missouri
$24.1K -$30K -401 -55%
TWC
445
TD Waterhouse Canada
Ontario, Canada
$23.5K +$2.15K +28 +10%
GWP
446
Gen-Wealth Partners
Michigan
$22.4K +$22.4K +300 New
DMBA
447
Deseret Mutual Benefit Administrators
Utah
$21.9K – – –
AF
448
Allworth Financial
California
$19.9K +$2.84K +38 +17%
PA
449
Parallel Advisors
California
$19.6K +$8.97K +120 +85%
SPIA
450
Steward Partners Investment Advisory
New York
$19.5K – – –
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18
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