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Pinnacle West Capital
PNW

Overview Fund Activity

534 hedge funds and large institutions have $7.32B invested in Pinnacle West Capital in 2022 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 205 increasing their positions, 145 reducing their positions, and 29 closing their positions.

Holders
534
Holders Change
+58
Holders Change %
+12.18%
% of All Funds
8.62%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
98
Increased
205
Reduced
145
Closed
29
Calls
$27M
Puts
$17.3M
Net Calls
+$9.69M
Net Calls Change
-$1.54M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45.9M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$43.4M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$48.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.08B
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$37M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$535M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$0
3
American Century Companies
3
American Century Companies
Missouri
$196M
4
ZP
4
Zimmer Partners
New York
$54.7M
5
Mitsubishi UFJ Trust & Banking
5
Mitsubishi UFJ Trust & Banking
Japan
$97.1M
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
501
Blue Trust Inc
Georgia
$6K 93 +4 +4%
MCM
502
MV Capital Management
Maryland
$5.25K 69 +36 +109%
BAAM
503
Baker Avenue Asset Management
California
$5.17K 68 +68 New
OC
504
Oakworth Capital
Alabama
$4.41K 58 – –
BCMLT
505
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.11K 54 – –
BEI
506
Benjamin Edwards Inc
Missouri
$4K 55 -67 -55%
VCM
507
Versant Capital Management
Arizona
$3.12K 41 -59 -59%
LOIP
508
Live Oak Investment Partners
Texas
– – – –
PPWM
509
PFG Private Wealth Management
Florida
$3K 42 – –
SC
510
Sierra Capital
Florida
$3K 34 +16 +89%
BWM
511
BerganKDV Wealth Management
Minnesota
$2.71K 36 -11 -23%
GWS
512
Glassman Wealth Services
Virginia
$2.66K 35 -21 -38%
SC
513
Schubert & Co
Texas
$2.43K 32 – –
TF
514
TimeScale Financial
Massachusetts
$2.07K 32 – –
IBOK
515
Independence Bank of Kentucky
Kentucky
$2K 21 +21 New
SIS
516
Sound Income Strategies
Florida
$1.67K 22 – –
DI
517
Disciplined Investments
Oklahoma
$1.37K 18 -2 -10%
SIC
518
SJS Investment Consulting
Ohio
$1.29K 17 +6 +55%
TAM
519
Tucker Asset Management
Colorado
$1.16K 15 – –
AW
520
Avion Wealth
Texas
$1K 16 – –
TFA
521
Transamerica Financial Advisors
Florida
$1K 9 +8 +800%
LFG
522
Larson Financial Group
Missouri
$836 11 – –
MPCL
523
My Personal CFO LLC
Washington
$760 10 +10 New
TCWA
524
Ten Capital Wealth Advisors
Washington
$684 9 +9 New
SCA
525
Stonebridge Capital Advisors
Minnesota
$532 7 -5 -42%
19 20
21
22 23