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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 %
SN
451
Sittner & Nelson
Oregon
$18.7K – – –
QC
452
Quent Capital
New York
$17.8K -$5.55K -74 -24%
FGAM
453
Financial Gravity Asset Management
Texas
$17K -$15K -200 -47%
CSB
454
City State Bank
Iowa
$17K – – –
AWM
455
Avior Wealth Management
Nebraska
$16.2K +$16.2K +217 New
RMC
456
Resources Management Corp
Connecticut
$15K – – –
TIM
457
Tortoise Investment Management
New York
$14.9K – – –
RG
458
Retirement Group
California
$14.9K – – –
FDCP
459
Foster Dykema Cabot & Partners
Massachusetts
$14.4K +$14K +187 +3,117%
Kayne Anderson Rudnick Investment Management
460
Kayne Anderson Rudnick Investment Management
California
$13.3K – – –
PB
461
Pinnacle Bancorp
Nebraska
$13.3K +$5.61K +75 +73%
BC
462
Barrett & Company
Rhode Island
$12.5K – – –
HCP
463
Hexagon Capital Partners
Arkansas
$11.7K -$673 -9 -5%
JWM
464
Janiczek Wealth Management
Colorado
$11.7K – – –
PGAM
465
Princeton Global Asset Management
New Jersey
$11.2K -$14.9K -200 -57%
VCM
466
Versant Capital Management
Arizona
$10.2K +$7.62K +102 +300%
BIA
467
Bell Investment Advisors
California
$9.87K +$8.3K +111 +529%
FFO
468
Fortitude Family Office
Arizona
$9.27K – – –
AGWCA
469
Annis Gardner Whiting Capital Advisors
Florida
$9.12K +$9.12K +122 New
JFGIW
470
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.04K – – –
CPA
471
Clear Point Advisors
New York
$8.24K +$75 +1 +0.9%
SA
472
SRH Advisors
Kansas
$8.22K – – –
BHWM
473
Beaird Harris Wealth Management
Texas
$8.15K – – –
RTL
474
Red Tortoise LLC
Georgia
$7.62K – – –
SC
475
Stephens Consulting
Michigan
$7.47K – – –
17 18
19
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