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Pinnacle West Capital
PNW

Overview Fund Activity

517 hedge funds and large institutions have $7.75B invested in Pinnacle West Capital in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
517
Holders Change
-17
Holders Change %
-3.18%
% of All Funds
8.27%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
56
Increased
191
Reduced
165
Closed
63
Calls
$27.3M
Puts
$13.5M
Net Calls
+$13.9M
Net Calls Change
+$4.16M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$103M
2
Jennison Associates
Jennison Associates
New York
$74.3M
3
EIP
Epoch Investment Partners
New York
$61.3M
4
ECM
ExodusPoint Capital Management
New York
$62.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$124M

Top Sellers

1
ZP
Zimmer Partners
New York
$0
2
Invesco
Invesco
Georgia
$367M
3
American Century Companies
American Century Companies
Missouri
$169M
4
State Street
State Street
Massachusetts
$558M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$408M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
501
Capital Advisors Ltd
Ohio
$2K +$1.73K +19 +633%
RI
502
Ridgewood Investments
New Jersey
$1.59K +$1.59K +20 New
SIC
503
SJS Investment Consulting
Ohio
$1.43K +$79 +1 +6%
DI
504
Disciplined Investments
Oklahoma
$1.35K -$79 -1 -6%
TAM
505
Tucker Asset Management
Colorado
$1.19K – – –
TFA
506
Transamerica Financial Advisors
Florida
$1K -$8K -8 -89%
AW
507
Avion Wealth
Texas
$1K – – –
LFG
508
Larson Financial Group
Missouri
$872 – – –
CFGS
509
Concourse Financial Group Securities
Alabama
$871 +$871 +11 New
SWA
510
Sutton Wealth Advisors
Florida
$634 +$634 +8 New
SCA
511
Stonebridge Capital Advisors
Minnesota
$555 – – –
LTI
512
Laffer Tengler Investments
Tennessee
$554 – – –
SIS
513
Sound Income Strategies
Florida
$475 -$1.27K -16 -73%
IWP
514
IAG Wealth Partners
Wisconsin
$396 – – –
WA
515
WestEnd Advisors
North Carolina
$238 -$152 -2 Closed
TWD
516
True Wealth Design
Ohio
$238 – – –
PA
517
PSI Advisors
Florida
$79 – – –
CWC
518
Carolinas Wealth Consulting
North Carolina
$13 -$12 – –
ZP
519
Zimmer Partners
New York
– -$54.7M -719,383 Closed
Qube Research & Technologies (QRT)
520
Qube Research & Technologies (QRT)
United Kingdom
– -$23.9M -314,715 Closed
Voloridge Investment Management
521
Voloridge Investment Management
Florida
– -$20M -263,306 Closed
MSE
522
MUFG Securities EMEA
United Kingdom
– -$10.4M -137,000 Closed
N
523
Natixis
France
– -$6.78M -89,203 Closed
LP
524
LMR Partners
United Kingdom
– -$6.08M -79,992 Closed
APG Asset Management
525
APG Asset Management
Netherlands
– -$6.04M -79,400 Closed
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