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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
Capital Research Global Investors
California
+$474M
2
AIP
Atlas Infrastructure Partners
United Kingdom
+$250M
3
Lazard Asset Management
Lazard Asset Management
New York
+$211M
4
ZP
Zimmer Partners
New York
+$198M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
+$133M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$105M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$63.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$62.5M
4
Jennison Associates
Jennison Associates
New York
-$33.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
476
Financial Perspectives
Minnesota
$6.05K – – –
CP
477
Castleview Partners
Texas
$5.98K +$5.83K +78 +3,900%
WTC
478
WhitTier Trust Company
Nevada
$5.98K – – –
PWMG
479
Private Wealth Management Group
New Jersey
$5.9K – – –
BTI
480
Blue Trust Inc
Georgia
$5.76K -$34K -455 -86%
FMII
481
Farmers & Merchants Investments Inc
Nebraska
$5.61K – – –
KWAG
482
Kiely Wealth Advisory Group
North Carolina
$5.59K – – –
PSB
483
Piscataqua Savings Bank
New Hampshire
$5.23K – – –
JWA
484
JFS Wealth Advisors
Pennsylvania
$5.01K -$1.05K -14 -17%
CT
485
Colonial Trust
South Carolina
$4.88K +$4.88K +65 New
SWM
486
Spire Wealth Management
Virginia
$4.86K +$4.86K +65 New
MCM
487
MV Capital Management
Maryland
$4.34K -$374 -5 -8%
OC
488
Oakworth Capital
Alabama
$4.33K – – –
EBA
489
Eagle Bay Advisors
New York
$4K -$193K -2,601 -98%
GEA
490
Glen Eagle Advisors
New Jersey
$3.79K +$74 +1 +2%
BGAI
491
Bruce G. Allen Investments
Colorado
$3.66K – – –
SAM
492
Smartleaf Asset Management
Massachusetts
$3.48K +$3.11K +42 +840%
BCMLT
493
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.29K -$747 -10 -19%
W
494
WealthCollab
Washington
$3.14K – – –
SFA
495
Semmax Financial Advisors
North Carolina
$2.9K – – –
WAG
496
Wiser Advisor Group
Arizona
$2.47K – – –
AW
497
Avion Wealth
Texas
$2K -$875 -7 -30%
VNA
498
Valley National Advisers
Pennsylvania
$2K +$2K +40 New
NCTC
499
New Covenant Trust Company
Indiana
$1.79K +$1.79K +24 New
SIC
500
SJS Investment Consulting
Ohio
$1.27K – – –
18 19
20
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