PNW icon

Pinnacle West Capital
PNW

Overview Fund Activity

516 hedge funds and large institutions have $7.22B invested in Pinnacle West Capital in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 158 increasing their positions, 188 reducing their positions, and 68 closing their positions.

Holders
516
Holders Change
-4
Holders Change %
-0.77%
% of All Funds
8.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
71
Increased
158
Reduced
188
Closed
68
Calls
$16.4M
Puts
$16.3M
Net Calls
+$102K
Net Calls Change
-$5.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$221M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$420M
3
Millennium Management
3
Millennium Management
New York
$81.7M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$30.1M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$38.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$284M
2
ECM
2
ExodusPoint Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$712M
4
State Street
4
State Street
Massachusetts
$488M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$208K
Name Market Value Shares Shares
Change 		Shares
Change %
ADL
501
Asset Dedication LLC
California
$1K 16 -72 -82%
CAL
502
Capital Advisors Ltd
Ohio
$1K 18 -2 -10%
AW
503
Avion Wealth
Texas
$1K 16 – –
TFA
504
Transamerica Financial Advisors
Florida
$1K 1 – –
T
505
TOBAM
France
$1K 15 +15 New
OP
506
ORG Partners
Indiana
$758 10 – –
PWMG
507
Prestige Wealth Management Group
New Jersey
$737 10 -203 -95%
SCA
508
Stonebridge Capital Advisors
Minnesota
$516 7 – –
OCM
509
Orion Capital Management
California
$516 7 +7 New
CFGS
510
Concourse Financial Group Securities
Alabama
$442 6 -1 -14%
SIS
511
Sound Income Strategies
Florida
$442 6 – –
OLVIG
512
Oliver Lagore Vanvalin Investment Group
Michigan
$442 6 – –
IWP
513
IAG Wealth Partners
Wisconsin
$368 5 – –
TWD
514
True Wealth Design
Ohio
$222 3 – –
WA
515
WestEnd Advisors
North Carolina
$221 3 +3 New
VAG
516
VisionPoint Advisory Group
Texas
$147 2 +2 New
PA
517
PSI Advisors
Florida
$74 1 – –
CWC
518
Carolinas Wealth Consulting
North Carolina
– – – –
ECM
519
ExodusPoint Capital Management
New York
– – -748,468 Closed
Assenagon Asset Management
520
Assenagon Asset Management
Luxembourg
– – -187,223 Closed
ZP
521
Zimmer Partners
New York
– – -91,000 Closed
YCM
522
Yaupon Capital Management
New York
– – -64,351 Closed
MWM
523
Modera Wealth Management
New Jersey
– – -12,127 Closed
Arrowstreet Capital
524
Arrowstreet Capital
Massachusetts
– – -10,256 Closed
JF
525
Jump Financial
Illinois
– – -9,781 Closed
19 20
21
22 23