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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.

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

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$223M
2
American Century Companies
American Century Companies
Missouri
$73.5M
3
SSA
Schonfeld Strategic Advisors
New York
$477K
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$8.32M
5
Ameriprise
Ameriprise
Minnesota
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
476
SRH Advisors
Kansas
$8.4K – – –
BHWM
477
Beaird Harris Wealth Management
Texas
$8.33K – – –
CPA
478
Clear Point Advisors
New York
$8.1K -$306 -4 -4%
VCM
479
Versant Capital Management
Arizona
$8.02K -$2.37K -31 -23%
RTL
480
Red Tortoise LLC
Georgia
$7.79K – – –
BCWM
481
Bartlett & Co Wealth Management
Ohio
$7.64K -$19.1K -250 -71%
SC
482
Stephens Consulting
Michigan
$7.64K – – –
SAM
483
Smartleaf Asset Management
Massachusetts
$6.76K +$3.19K +42 +89%
KWAG
484
Kiely Wealth Advisory Group
North Carolina
$6.38K – – –
SC
485
Swan Capital
Florida
$6.26K +$6.26K +82 New
FP
486
Financial Perspectives
Minnesota
$6.19K – – –
WTC
487
WhitTier Trust Company
Nevada
$6.11K – – –
BFEC
488
Benjamin F. Edwards & Company
Missouri
$6K +$6K +85 New
NFSG
489
Newbridge Financial Services Group
Florida
$5.81K -$24.6K -322 -81%
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$5.73K – – –
FDCP
491
Foster Dykema Cabot & Partners
Massachusetts
$5.58K -$9.17K -120 -62%
SWM
492
Spire Wealth Management
Virginia
$5.58K +$611 +8 +12%
PSB
493
Piscataqua Savings Bank
New Hampshire
$5.35K – – –
MIFH
494
Migdal Insurance & Financial Holdings
Israel
$5K +$5K +61 New
JWA
495
JFS Wealth Advisors
Pennsylvania
$4.97K -$153 -2 -3%
CT
496
Colonial Trust
South Carolina
$4.96K – – –
MCM
497
MV Capital Management
Maryland
$4.43K – – –
OC
498
Oakworth Capital
Alabama
$4.43K – – –
EBA
499
Eagle Bay Advisors
New York
$4.09K – – –
GEA
500
Glen Eagle Advisors
New Jersey
$3.91K – – –
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