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Pinnacle West Capital
PNW

Overview Fund Activity

517 hedge funds and large institutions have $7.75B invested in Pinnacle West Capital in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.28%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
56
Increased
191
Reduced
165
Closed
63
Calls
$27.3M
Puts
$13.5M
Net Calls
+$13.9M
Net Calls Change
+$4.16M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$103M
2
Jennison Associates
2
Jennison Associates
New York
$74.3M
3
EIP
3
Epoch Investment Partners
New York
$61.3M
4
ECM
4
ExodusPoint Capital Management
New York
$62.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$124M

Top Sellers

1
ZP
1
Zimmer Partners
New York
$0
2
Invesco
2
Invesco
Georgia
$367M
3
American Century Companies
3
American Century Companies
Missouri
$169M
4
State Street
4
State Street
Massachusetts
$558M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$58.2M -$11.6M -146,504 -17%
Newport Trust Company
27
Newport Trust Company
District of Columbia
$58M -$1.78M -22,506 -3%
CFC
28
Cincinnati Financial Corp
Ohio
$57.8M – – –
DPIM
29
Duff & Phelps Investment Management
Illinois
$57.2M -$7.01M -88,520 -11%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$56M +$8.15M +102,905 +17%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$51.7M +$1M +12,678 +2%
Ameriprise
32
Ameriprise
Minnesota
$51.6M +$5.65M +71,322 +12%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$51.3M +$1.11M +13,965 +2%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$46.1M +$780K +9,844 +2%
Adage Capital Partners
35
Adage Capital Partners
Massachusetts
$38.7M -$8.07M -101,800 -17%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$37.8M -$7.48M -94,383 -17%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$36.7M -$1.95M -24,593 -5%
Bank of America
38
Bank of America
North Carolina
$34M +$14.3M +180,580 +73%
AQR Capital Management
39
AQR Capital Management
Connecticut
$31.5M -$7M -88,288 -18%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$31.1M -$1.61M -20,348 -5%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$30.8M +$5.23M +65,943 +20%
GF
42
Gabelli Funds
New York
$27.5M – – –
AA
43
ALPS Advisors
Colorado
$26.6M +$404K +5,103 +2%
Allianz Asset Management
44
Allianz Asset Management
Germany
$24.8M +$18.6M +235,005 +301%
PAM
45
Panagora Asset Management
Massachusetts
$24M +$20.9M +263,351 +669%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$23.8M +$612K +7,727 +3%
CI
47
Cincinnati Insurance
Ohio
$23.5M – – –
Amundi
48
Amundi
France
$22M +$16.1M +199,220 +273%
Assenagon Asset Management
49
Assenagon Asset Management
Luxembourg
$21.4M +$19.1M +240,986 +835%
UBS AM
50
UBS AM
Illinois
$20M -$1.11M -13,983 -5%
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