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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.

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
1
Capital Research Global Investors
California
$1.13B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$534M
3
Deutsche Bank
3
Deutsche Bank
Germany
$126M
4
CC
4
Covalis Capital
United Kingdom
$42.2M
5
ECM
5
ExodusPoint Capital Management
New York
$90.1M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$223M
2
American Century Companies
2
American Century Companies
Missouri
$73.5M
3
SSA
3
Schonfeld Strategic Advisors
New York
$477K
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$8.32M
5
Ameriprise
5
Ameriprise
Minnesota
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$63.1M -$7.95M -104,100 -11%
CFC
27
Cincinnati Financial Corp
Ohio
$55.7M – – –
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$55.5M +$6.21M +81,254 +13%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$55.1M -$10.2M -133,838 -16%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$53.7M +$4.66M +60,952 +9%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$51.4M +$6.27M +82,055 +14%
DPIM
32
Duff & Phelps Investment Management
Illinois
$47.7M – – –
EIP
33
Epoch Investment Partners
New York
$45.6M -$2.17M -28,360 -5%
Bank of America
34
Bank of America
North Carolina
$44.3M +$25.3M +330,875 +133%
Newport Trust Company
35
Newport Trust Company
District of Columbia
$44.2M -$3.47M -45,373 -7%
Citadel Advisors
36
Citadel Advisors
Florida
$43.6M +$20.4M +266,726 +88%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$43.5M -$7.33M -96,029 -14%
CC
38
Covalis Capital
United Kingdom
$42.2M +$42.2M +552,588 New
HSBC Holdings
39
HSBC Holdings
United Kingdom
$41.5M +$4.28M +56,068 +11%
Goldman Sachs
40
Goldman Sachs
New York
$40.6M -$6.2M -81,218 -13%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$40.6M +$8.21M +108,017 +25%
Victory Capital Management
42
Victory Capital Management
Texas
$35M +$3.61M +47,282 +12%
Verition Fund Management
43
Verition Fund Management
Connecticut
$34.1M +$33M +432,590 +3,080%
PL
44
Perpetual Ltd
Australia
$34.1M +$11.9M +155,265 +53%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$26.9M +$20.9M +274,047 +352%
UBS AM
46
UBS AM
Illinois
$26.5M +$6.86M +89,804 +35%
UBS Group
47
UBS Group
Switzerland
$26.1M +$10.3M +135,393 +66%
First Trust Advisors
48
First Trust Advisors
Illinois
$26M -$2.26M -29,641 -8%
GF
49
Gabelli Funds
New York
$25.9M -$214K -2,800 -0.8%
Squarepoint
50
Squarepoint
New York
$25.1M -$18M -235,715 -42%
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