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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 %
HCP
451
Hexagon Capital Partners
Arkansas
$23.1K 284 -5 -2%
SN
452
Sittner & Nelson
Oregon
$20.4K 250 – –
AF
453
Allworth Financial
California
$20.2K 248 +7 +3%
CSB
454
City State Bank
Iowa
$19K 233 – –
HT
455
Headlands Technologies
Illinois
$18.1K 222 -103 -32%
FWM
456
Focused Wealth Management
New York
$17.6K 216 -797 -79%
PWMG
457
Prestige Wealth Management Group
New Jersey
$17.4K 213 – –
TIM
458
Tortoise Investment Management
New York
$16.3K 200 – –
PSB
459
Piscataqua Savings Bank
New Hampshire
$16.3K 200 – –
RMC
460
Resources Management Corp
Connecticut
$16K 200 -100 -33%
BBHC
461
Brown Brothers Harriman & Co
New York
$15.9K 195 – –
DGAM
462
Desjardins Global Asset Management
Quebec, Canada
$15.6K 192 – –
PA
463
Parallel Advisors
California
$15.6K 191 +1 +0.5%
FGAM
464
Financial Gravity Asset Management
Texas
$14.3K 81 +2 +3%
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$14.3K 175 – –
VSQM
466
V-Square Quantitative Management
Illinois
$14.2K 174 +174 New
BC
467
Barrett & Company
Rhode Island
$13.6K 167 – –
HS
468
Horan Securities
United States
$13.5K 166 -108 -39%
BAM
469
Bellevue Asset Management
Washington
$13.1K 161 – –
TAIM
470
TD Ameritrade Investment Management
Nebraska
$13K 155 -56 -27%
JWM
471
Janiczek Wealth Management
Colorado
$12.7K 156 – –
SSG
472
Summit Securities Group
New York
$12K 149 -72 -33%
BIA
473
Bell Investment Advisors
California
$10.3K 127 +98 +338%
CSWM
474
Cassady Schiller Wealth Management
Ohio
$10.2K 125 – –
SWM
475
Spire Wealth Management
Virginia
$10.1K 124 +2 +2%
17 18
19
20 21