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Pinnacle West Capital
PNW

Overview Fund Activity

520 hedge funds and large institutions have $7.98B invested in Pinnacle West Capital in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 159 increasing their positions, 201 reducing their positions, and 40 closing their positions.

Holders
520
Holders Change
+3
Holders Change %
+0.58%
% of All Funds
8.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
159
Reduced
201
Closed
40
Calls
$19.1M
Puts
$13.1M
Net Calls
+$6M
Net Calls Change
-$7.85M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$109M
2
WHRC
2
W.H. Reaves & Co
New Jersey
$59.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$93M
4
California Public Employees Retirement System
4
California Public Employees Retirement System
California
$50.1M
5
Northern Trust
5
Northern Trust
Illinois
$104M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$132M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$365M
3
Invesco
3
Invesco
Georgia
$333M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$523M
5
BlackRock
5
BlackRock
New York
$820M
Name Market Value Shares Shares
Change 		Shares
Change %
RI
501
Ridgewood Investments
New Jersey
$1.63K 20 – –
SIC
502
SJS Investment Consulting
Ohio
$1.3K 16 -2 -11%
DI
503
Disciplined Investments
Oklahoma
$1.3K 16 -1 -6%
TAM
504
Tucker Asset Management
Colorado
$1.22K 15 – –
SVCP
505
Silicon Valley Capital Partners
California
$1.22K 15 +15 New
BTI
506
Blue Trust Inc
Georgia
$1K 22 -60 -73%
AW
507
Avion Wealth
Texas
$1K 16 – –
TFA
508
Transamerica Financial Advisors
Florida
$1K 1 – –
SIA
509
SkyView Investment Advisors
New Jersey
$1K 8 +4 +100%
OP
510
ORG Partners
Indiana
$1K 10 +10 New
LFG
511
Larson Financial Group
Missouri
$896 11 – –
BWM
512
BerganKDV Wealth Management
Minnesota
$815 10 -275 -96%
SWA
513
Sutton Wealth Advisors
Florida
$652 8 – –
CFGS
514
Concourse Financial Group Securities
Alabama
$570 7 -4 -36%
SCA
515
Stonebridge Capital Advisors
Minnesota
$570 7 – –
LTI
516
Laffer Tengler Investments
Tennessee
$570 7 – –
SIS
517
Sound Income Strategies
Florida
$489 6 – –
OLVIG
518
Oliver Lagore Vanvalin Investment Group
Michigan
$489 6 +6 New
IWP
519
IAG Wealth Partners
Wisconsin
$407 5 – –
TWD
520
True Wealth Design
Ohio
$245 3 – –
PA
521
PSI Advisors
Florida
$81 1 – –
CWC
522
Carolinas Wealth Consulting
North Carolina
– – – –
Walleye Capital
523
Walleye Capital
New York
– – -72,092 Closed
WG
524
Winton Group
United Kingdom
– – -34,558 Closed
LA
525
LBP AM
France
– – -33,286 Closed
19 20
21
22 23