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Pinnacle West Capital
PNW

Overview Fund Activity

541 hedge funds and large institutions have $8.7B invested in Pinnacle West Capital in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+17
Holders Change %
+3.24%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
63
Increased
182
Reduced
189
Closed
40
Calls
$26.4M
Puts
$12.2M
Net Calls
+$14.2M
Net Calls Change
+$12.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$149M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$105M
3
Deutsche Bank
Deutsche Bank
Germany
+$78.6M
4
CC
Covalis Capital
United Kingdom
+$42.2M
5
ECM
ExodusPoint Capital Management
New York
+$38.2M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$290M
2
American Century Companies
American Century Companies
Missouri
-$69M
3
SSA
Schonfeld Strategic Advisors
New York
-$32.2M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$21.2M
5
Ameriprise
Ameriprise
Minnesota
-$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWP
451
Gen-Wealth Partners
Michigan
$22.9K – – –
DMBA
452
Deseret Mutual Benefit Administrators
Utah
$22.4K – – –
PFBT
453
Parkside Financial Bank & Trust
Missouri
$22.2K -$2.52K -33 -10%
SPIA
454
Steward Partners Investment Advisory
New York
$19.9K – – –
SN
455
Sittner & Nelson
Oregon
$19.1K – – –
QC
456
Quent Capital
New York
$18.3K +$153 +2 +0.8%
CSB
457
City State Bank
Iowa
$17.8K – – –
RTC
458
Riverview Trust Company
Washington
$15.4K -$32.2K -421 -68%
TIM
459
Tortoise Investment Management
New York
$15.3K – – –
RMC
460
Resources Management Corp
Connecticut
$15K – – –
VWM
461
Venturi Wealth Management
Texas
$14.6K +$14.6K +191 New
Kayne Anderson Rudnick Investment Management
462
Kayne Anderson Rudnick Investment Management
California
$13.6K – – –
PB
463
Pinnacle Bancorp
Nebraska
$13.6K – – –
IAIM
464
International Assets Investment Management
Florida
$13K +$13K +170 New
BC
465
Barrett & Company
Rhode Island
$12.8K – – –
BIA
466
Bell Investment Advisors
California
$12.5K +$2.44K +32 +24%
C
467
Covestor
United Kingdom
$12K -$198K -2,502 -94%
JWM
468
Janiczek Wealth Management
Colorado
$11.9K – – –
PGAM
469
Princeton Global Asset Management
New Jersey
$11.5K – – –
HCP
470
Hexagon Capital Partners
Arkansas
$10.8K -$1.22K -16 -10%
TFF
471
The Family Firm
Maryland
$10.7K +$10.7K +139 New
CP
472
Castleview Partners
Texas
$10.4K +$4.28K +56 +70%
FFO
473
Fortitude Family Office
Arizona
$9.47K – – –
AGWCA
474
Annis Gardner Whiting Capital Advisors
Florida
$9.32K – – –
JFGIW
475
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.24K – – –
17 18
19
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