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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
1
Capital Research Global Investors
California
$960M
2
AIP
2
Atlas Infrastructure Partners
United Kingdom
$250M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$502M
4
ZP
4
Zimmer Partners
New York
$198M
5
Pictet Asset Management
5
Pictet Asset Management
Switzerland
$135M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$106M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$27.6M
4
Jennison Associates
4
Jennison Associates
New York
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
26
ExodusPoint Capital Management
New York
$50.7M +$50.7M +678,454 New
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$49.8M +$1.21M +16,224 +2%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$48.3M -$11.4M -153,124 -19%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$48.2M +$5.86M +78,394 +14%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$48M +$2.33M +31,183 +5%
EIP
31
Epoch Investment Partners
New York
$46.7M -$8.13M -108,793 -15%
DPIM
32
Duff & Phelps Investment Management
Illinois
$46.7M – – –
Newport Trust Company
33
Newport Trust Company
District of Columbia
$46.7M -$2.78M -37,200 -6%
Deutsche Bank
34
Deutsche Bank
Germany
$46M +$34M +455,118 +283%
Goldman Sachs
35
Goldman Sachs
New York
$45.8M -$5.61M -75,033 -11%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$44.1M +$10.1M +135,380 +30%
Squarepoint
37
Squarepoint
New York
$42.2M +$18.9M +252,253 +81%
Ameriprise
38
Ameriprise
Minnesota
$42.1M -$19M -254,230 -31%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$36.4M -$893K -11,954 -2%
SSA
40
Schonfeld Strategic Advisors
New York
$32M +$31.6M +423,449 +8,642%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$31.6M -$1.98M -26,710 -6%
Victory Capital Management
42
Victory Capital Management
Texas
$30.7M +$7.36M +98,491 +32%
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$28.9M +$28.9M +386,183 New
First Trust Advisors
44
First Trust Advisors
Illinois
$27.6M -$62.5M -835,855 -69%
GF
45
Gabelli Funds
New York
$25.6M -$224K -3,000 -0.9%
Citadel Advisors
46
Citadel Advisors
Florida
$22.7M +$13.6M +181,843 +149%
CI
47
Cincinnati Insurance
Ohio
$22.2M – – –
PL
48
Perpetual Ltd
Australia
$21.5M +$623K +8,412 +3%
CIMLRA
49
CBRE Investment Management Listed Real Assets
Pennsylvania
$20.3M +$20.3M +271,504 New
UBS AM
50
UBS AM
Illinois
$19.2M +$369K +4,932 +2%
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