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Pinnacle West Capital
PNW

Overview Fund Activity

516 hedge funds and large institutions have $7.22B invested in Pinnacle West Capital in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 158 increasing their positions, 188 reducing their positions, and 68 closing their positions.

Holders
516
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
8.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
71
Increased
158
Reduced
188
Closed
68
Calls
$16.4M
Puts
$16.3M
Net Calls
+$102K
Net Calls Change
-$5.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$221M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$420M
3
Millennium Management
3
Millennium Management
New York
$81.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$30.1M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$38.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$284M
2
ECM
2
ExodusPoint Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$712M
4
State Street
4
State Street
Massachusetts
$488M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$60.3M 817,735 +222,733 +37%
CFC
27
Cincinnati Financial Corp
Ohio
$53.7M 729,460 – –
WHRC
28
W.H. Reaves & Co
New Jersey
$53.4M 724,867 -571 -0.1%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$52M 705,771 -121,150 -15%
Newport Trust Company
30
Newport Trust Company
District of Columbia
$50.8M 689,485 -13,500 -2%
EIP
31
Epoch Investment Partners
New York
$47.9M 650,368 -71,715 -10%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$47.5M 644,438 -5,372 -0.8%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$47.3M 642,395 +27,082 +4%
DPIM
34
Duff & Phelps Investment Management
Illinois
$46M 624,930 -97,000 -13%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$45.4M 616,149 +16,064 +3%
Ameriprise
36
Ameriprise
Minnesota
$43.9M 595,799 +8,436 +1%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$43.3M 587,573 -9,912 -2%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$38.7M 525,466 +85,166 +19%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$38.6M 525,209 +258,597 +97%
HSBC Holdings
40
HSBC Holdings
United Kingdom
$38.5M 523,267 +29,495 +6%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$32.6M 442,632 -60,244 -12%
Adage Capital Partners
42
Adage Capital Partners
Massachusetts
$31.3M 425,183 -87,700 -17%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$30.1M 408,042 +342,242 +520%
GF
44
Gabelli Funds
New York
$25.5M 346,300 -800 -0.2%
Barclays
45
Barclays
United Kingdom
$24.5M 332,043 +165,495 +99%
AA
46
ALPS Advisors
Colorado
$23M 312,434 +16,294 +6%
Verition Fund Management
47
Verition Fund Management
Connecticut
$22.9M 310,772 +61,475 +25%
UBS Group
48
UBS Group
Switzerland
$22.7M 308,765 +140,215 +83%
CI
49
Cincinnati Insurance
Ohio
$21.9M 296,838 – –
PL
50
Perpetual Ltd
Australia
$19M 257,820 +257,820 New
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