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Pinnacle West Capital
PNW

Overview Fund Activity

476 hedge funds and large institutions have $6.3B invested in Pinnacle West Capital in 2022 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 178 increasing their positions, 146 reducing their positions, and 60 closing their positions.

Holders
476
Holders Change
-13
Holders Change %
-2.66%
% of All Funds
8.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
54
Increased
178
Reduced
146
Closed
60
Calls
$26.5M
Puts
$15.2M
Net Calls
+$11.2M
Net Calls Change
+$6.46M

Top Buyers

1
ZP
1
Zimmer Partners
New York
$79.2M
2
Invesco
2
Invesco
Georgia
$320M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$96.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$24.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$56M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$90.9M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$583M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$104M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$109M
5
PAM
5
Panagora Asset Management
Massachusetts
$2.61M
Name Market Value Shares Shares
Change 		Shares
Change %
FIM
501
Freedom Investment Management
Connecticut
– – -3,374 Closed
CWA
502
Centennial Wealth Advisory
Michigan
– – -3,211 Closed
DDC
503
DF Dent & Co
Maryland
– – -3,000 Closed
EGA
504
E&G Advisors
Texas
– – -3,000 Closed
ICM
505
Infini Capital Management
Hong Kong
– – -2,970 Closed
BCM
506
Brookstone Capital Management
Illinois
– – -2,858 Closed
LNWWM
507
Laird Norton Wetherby Wealth Management
California
– – -2,851 Closed
IAA
508
Independent Advisor Alliance
North Carolina
– – -2,837 Closed
PFG
509
PAX Financial Group
Texas
– – -2,783 Closed
HFG
510
Heron Financial Group
New York
– – -2,737 Closed
MIFH
511
Migdal Insurance & Financial Holdings
Israel
– – -2,315 Closed
PFGIA
512
Patriot Financial Group Insurance Agency
Massachusetts
– – -2,164 Closed
CIBC Private Wealth Group
513
CIBC Private Wealth Group
Georgia
– – -1,591 Closed
SWM
514
SeaCrest Wealth Management
New York
– – -1,500 Closed
Skandinaviska Enskilda Banken (SEB)
515
Skandinaviska Enskilda Banken (SEB)
Sweden
– – -1,330 Closed
WI
516
Wahed Invest
New York
– – -1,205 Closed
VVP
517
Venture Visionary Partners
Ohio
– – -792 Closed
TCWM
518
Total Clarity Wealth Management
Illinois
– – -692 Closed
SSG
519
Summit Securities Group
New York
– – -636 Closed
PFS
520
Prospera Financial Services
Texas
– – -439 Closed
CI
521
CX Institutional
Indiana
– – -240 Closed
CFGS
522
Concourse Financial Group Securities
Alabama
– – -213 Closed
CWP
523
Concord Wealth Partners
Virginia
– – -206 Closed
CA
524
CoreCap Advisors
Michigan
– – -177 Closed
SFG
525
Steward Financial Group
Texas
– – -172 Closed
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