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Pinnacle West Capital

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
8.27%
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
Name Holding Trade Value Shares
Change
Shares
Change %
SA
476
SRH Advisors
Kansas
$9K
BHWM
477
Beaird Harris Wealth Management
Texas
$8.64K
PB
478
Pinnacle Bancorp
Nebraska
$8.16K
RTL
479
Red Tortoise LLC
Georgia
$8.16K
SC
480
Stephens Consulting
Michigan
$7.92K
PP
481
Pacifica Partners
Canada
$6.8K
FGAM
482
Financial Gravity Asset Management
Texas
$6.6K +$251 +3 +4%
WTC
483
WhitTier Trust Company
Nevada
$6.34K
WP
484
WealthPLAN Partners
Nebraska
$6.02K +$6.02K +76 New
BTI
485
Blue Trust Inc
Georgia
$6K -$805 -11 -12%
JWA
486
JFS Wealth Advisors
Pennsylvania
$5.86K -$11.4K -144 -66%
MCM
487
MV Capital Management
Maryland
$5.63K +$159 +2 +3%
BAAM
488
Baker Avenue Asset Management
California
$5.39K
OC
489
Oakworth Capital
Alabama
$4.6K
BCMLT
490
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.28K
BEI
491
Benjamin Edwards Inc
Missouri
$4K
VCM
492
Versant Capital Management
Arizona
$3.25K
LOIP
493
Live Oak Investment Partners
Texas
$3.17K -$3.04K
Commonwealth Equity Services
494
Commonwealth Equity Services
Massachusetts
$2.96K +$384 +4,848 +15%
SC
495
Schubert & Co
Texas
$2.77K +$238 +3 +9%
GWS
496
Glassman Wealth Services
Virginia
$2.77K
TF
497
TimeScale Financial
Massachusetts
$2.58K +$78 +1 +3%
BIA
498
Bell Investment Advisors
California
$2.3K -$5.23K -66 -69%
CAC
499
Core Alternative Capital
Georgia
$2.06K +$2.06K +26 New
Loomis, Sayles & Company
500
Loomis, Sayles & Company
Massachusetts
$2K -$65.8K -856 -97%