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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 %
BHWM
476
Beaird Harris Wealth Management
Texas
$8.88K 109 – –
SA
477
SRH Advisors
Kansas
$8.72K 110 – –
PB
478
Pinnacle Bancorp
Nebraska
$8.39K 103 – –
FCAG
479
First Capital Advisors Group
New Jersey
$8.39K 103 +103 New
RTL
480
Red Tortoise LLC
Georgia
$8.31K 102 -1 -1%
SC
481
Stephens Consulting
Michigan
$8.15K 100 – –
PP
482
Pacifica Partners
Canada
$7.03K 85 – –
ADL
483
Asset Dedication LLC
California
$7K 88 +82 +1,367%
FP
484
Financial Perspectives
Minnesota
$6.6K 81 -110 -58%
WTC
485
WhitTier Trust Company
Nevada
$6.52K 80 – –
WP
486
WealthPLAN Partners
Nebraska
$6.19K 76 – –
Loomis, Sayles & Company
487
Loomis, Sayles & Company
Massachusetts
$6K 76 +50 +192%
MCM
488
MV Capital Management
Maryland
$5.78K 71 – –
JWA
489
JFS Wealth Advisors
Pennsylvania
$5.54K 68 -6 -8%
BAAM
490
Baker Avenue Asset Management
California
$5.54K 68 – –
OC
491
Oakworth Capital
Alabama
$4.73K 58 – –
GWS
492
Glassman Wealth Services
Virginia
$4.56K 56 +21 +60%
BCMLT
493
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.4K 54 – –
BEI
494
Benjamin Edwards Inc
Missouri
$4K 55 – –
VCM
495
Versant Capital Management
Arizona
$3.34K 41 – –
LOIP
496
Live Oak Investment Partners
Texas
– – – –
CT
497
Colonial Trust
South Carolina
$2.91K 36 -1,956 -98%
TF
498
TimeScale Financial
Massachusetts
$2.68K 33 – –
CAL
499
Capital Advisors Ltd
Ohio
$2K 20 -2 -9%
VF
500
VitalStone Financial
Texas
$2K 19 +19 New
18 19
20
21 22