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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 %
ECM
26
ExodusPoint Capital Management
New York
$61M 748,468 -41,165 -5%
CFC
27
Cincinnati Financial Corp
Ohio
$59.4M 729,460 – –
WHRC
28
W.H. Reaves & Co
New Jersey
$59.1M 725,438 +725,438 New
EIP
29
Epoch Investment Partners
New York
$58.8M 722,083 -51,718 -7%
DPIM
30
Duff & Phelps Investment Management
Illinois
$58.8M 721,930 – –
Newport Trust Company
31
Newport Trust Company
District of Columbia
$57.3M 702,985 -28,377 -4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$52.9M 649,810 +2,314 +0.4%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$50.1M 615,313 +392,488 +176%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$48.9M 600,085 +18,443 +3%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$48.7M 597,485 -55,130 -8%
Goldman Sachs
36
Goldman Sachs
New York
$48.5M 595,002 -139,125 -19%
Ameriprise
37
Ameriprise
Minnesota
$47.8M 587,363 -63,669 -10%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$41.8M 512,883 +24,600 +5%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$41M 502,876 +110,920 +28%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$40.2M 493,772 +31,329 +7%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$35.7M 440,300 +51,158 +13%
GF
42
Gabelli Funds
New York
$28.3M 347,100 – –
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$27.5M 337,820 -139,168 -29%
CI
44
Cincinnati Insurance
Ohio
$24.2M 296,838 – –
AA
45
ALPS Advisors
Colorado
$24.1M 296,140 -39,492 -12%
Russell Investments Group
46
Russell Investments Group
United Kingdom
$21.7M 266,612 -34,169 -11%
AQR Capital Management
47
AQR Capital Management
Connecticut
$21.7M 267,223 -130,905 -33%
Verition Fund Management
48
Verition Fund Management
Connecticut
$20.3M 249,297 +46,386 +23%
Swiss National Bank
49
Swiss National Bank
Switzerland
$20.1M 246,600 +2,400 +1%
UBS AM
50
UBS AM
Illinois
$20M 251,934 – –
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