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Pinnacle West Capital
PNW

Overview Fund Activity

534 hedge funds and large institutions have $7.32B invested in Pinnacle West Capital in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 145 reducing their positions, and 29 closing their positions.

Holders
534
Holders Change
+58
Holders Change %
+12.18%
% of All Funds
8.62%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
98
Increased
205
Reduced
145
Closed
29
Calls
$27M
Puts
$17.3M
Net Calls
+$9.69M
Net Calls Change
-$1.54M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$48.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$37M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$535M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
American Century Companies
3
American Century Companies
Missouri
$196M
4
ZP
4
Zimmer Partners
New York
$54.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$97.1M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
451
Manchester Capital Management
Vermont
$35.4K 466 – –
Bessemer Group
452
Bessemer Group
New Jersey
$35K 469 -203 -30%
EWA
453
EverSource Wealth Advisors
Alabama
$31.3K 411 +231 +128%
MMG
454
Monetary Management Group
Missouri
$30.4K 400 – –
HPC
455
HM Payson & Co
Maine
$30K 394 – –
DFCM
456
Dark Forest Capital Management
Puerto Rico
$29.8K 392 +392 New
DMBA
457
Deseret Mutual Benefit Administrators
Utah
$28.6K 376 -324 -46%
CSB
458
City State Bank
Iowa
$28K 365 – –
HWA
459
Heritage Wealth Advisors
Virginia
$27.8K 365 – –
FFA
460
Farther Finance Advisors
California
$27.2K 358 +358 New
PGAM
461
Princeton Global Asset Management
New Jersey
$27K 350 – –
QC
462
Quent Capital
New York
$26.6K 350 +212 +154%
SBL
463
Sargent Bickham Lagudis
Colorado
$24K 316 – –
HCP
464
Hexagon Capital Partners
Arkansas
$20.8K 274 +35 +15%
HS
465
Horan Securities
United States
$20.7K 272 +2 +0.7%
AF
466
Allworth Financial
California
$20K 263 +191 +265%
SPIA
467
Steward Partners Investment Advisory
New York
$19.8K 261 -400 -61%
TWC
468
TD Waterhouse Canada
Ontario, Canada
$19.4K 190 +190 New
SN
469
Sittner & Nelson
Oregon
$19K 250 – –
JWA
470
JFS Wealth Advisors
Pennsylvania
$16.6K 218 -9 -4%
FWM
471
Focused Wealth Management
New York
$16.4K 216 – –
PWMG
472
Prestige Wealth Management Group
New Jersey
$16.2K 213 -5 -2%
PSB
473
Piscataqua Savings Bank
New Hampshire
$15.2K 200 – –
TIM
474
Tortoise Investment Management
New York
$15.2K 200 – –
RMC
475
Resources Management Corp
Connecticut
$15K 200 – –
17 18
19
20 21