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Pinnacle West Capital
PNW

Overview Fund Activity

495 hedge funds and large institutions have $6.54B invested in Pinnacle West Capital in 2021 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 141 increasing their positions, 178 reducing their positions, and 97 closing their positions.

Holders
495
Holders Change
-13
Holders Change %
-2.56%
% of All Funds
7.64%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
95
Increased
141
Reduced
178
Closed
97
Calls
$22.4M
Puts
$34.5M
Net Calls
-$12.1M
Net Calls Change
+$6.56M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$760M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$123M
3
AIP
3
Atlas Infrastructure Partners
United Kingdom
$109M
4
Citadel Advisors
4
Citadel Advisors
Florida
$49.9M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$40.9M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$174M
2
American Century Companies
2
American Century Companies
Missouri
$268M
3
State Street
3
State Street
Massachusetts
$412M
4
Ameriprise
4
Ameriprise
Minnesota
$3.88M
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$17.1M
Name Market Value Shares Shares
Change 		Shares
Change %
PCG
451
Private Capital Group
Connecticut
$9K 121 +22 +22%
SA
452
SRH Advisors
Kansas
$8K 110 – –
BHWM
453
Beaird Harris Wealth Management
Texas
$8K 109 +109 New
SC
454
Stephens Consulting
Michigan
$7.06K 100 +100 New
EIP
455
Ellis Investment Partners
Pennsylvania
$7K 103 -199 -66%
PB
456
Pinnacle Bancorp
Nebraska
$7K 103 – –
EWA
457
EverSource Wealth Advisors
Alabama
$7K 101 +101 New
WTC
458
WhitTier Trust Company
Nevada
$6K 80 – –
BIA
459
Bell Investment Advisors
California
$6K 81 +68 +523%
Optiver Holding
460
Optiver Holding
Netherlands
$5K 69 – –
AA
461
Addison Advisors
Vermont
$5K 67 +53 +379%
TAIM
462
TD Ameritrade Investment Management
Nebraska
$4K 60 -1,085 -95%
OC
463
Oakworth Capital
Alabama
$4K 58 -55 -49%
NC
464
NewSquare Capital
Pennsylvania
$4K 63 – –
NFSG
465
Newbridge Financial Services Group
Florida
$4K 58 – –
ODG
466
O'Dell Group
Ohio
$4K 58 +1 +2%
DHGWA
467
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K 51 +51 New
FAG
468
Fortitude Advisory Group
Washington
$4K 61 +61 New
ST
469
Smithfield Trust
Pennsylvania
$3K 45 -295 -87%
VCM
470
Versant Capital Management
Arizona
$3K 47 -22 -32%
WWM
471
Wolff Wiese Magana
California
$3K 45 – –
PPWM
472
PFG Private Wealth Management
Florida
$3K 42 – –
CFGS
473
Concourse Financial Group Securities
Alabama
$3K 45 – –
SFM
474
Signet Financial Management
New Jersey
$3K 36 +36 New
SC
475
Sierra Capital
Florida
$3K 38 +38 New
17 18
19
20 21