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Pinnacle West Capital
PNW

Overview Fund Activity

544 hedge funds and large institutions have $7.1B invested in Pinnacle West Capital in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 160 increasing their positions, 210 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
544
Holders Change
+28
Holders Change %
+5.43%
% of All Funds
7.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
86
Increased
160
Reduced
210
Closed
51
Calls
$21.7M
Puts
$24M
Net Calls
-$2.24M
Net Calls Change
-$2.34M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$468M
2
Morgan Stanley
Morgan Stanley
New York
$202M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$28.1M
4
BlackRock
BlackRock
New York
$721M
5
Victory Capital Management
Victory Capital Management
Texas
$22.4M

Top Sellers

1
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$3.23M
2
Citadel Advisors
Citadel Advisors
Florida
$8.77M
3
Millennium Management
Millennium Management
New York
$28.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$32.7M
5
Jennison Associates
Jennison Associates
New York
$33.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
501
Private Wealth Management Group
New Jersey
$5.68K +$5.68K +79 New
FMII
502
Farmers & Merchants Investments Inc
Nebraska
$5.39K -$7.18K -100 -57%
KWAG
503
Kiely Wealth Advisory Group
North Carolina
$5.29K +$5.29K +75 New
PSB
504
Piscataqua Savings Bank
New Hampshire
$5.03K – – –
MCM
505
MV Capital Management
Maryland
$4.53K -$575 -8 -11%
OC
506
Oakworth Capital
Alabama
$4.17K – – –
BEI
507
Benjamin Edwards Inc
Missouri
$4K – – –
BCMLT
508
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.98K – – –
TCWA
509
Turtle Creek Wealth Advisors
Texas
$3.81K +$3.81K +53 New
GEA
510
Glen Eagle Advisors
New Jersey
$3.59K +$3.59K +50 New
BGAI
511
Bruce G. Allen Investments
Colorado
$3.52K +$3.52K +49 New
W
512
WealthCollab
Washington
$3.02K +$3.02K +42 New
LOIP
513
Live Oak Investment Partners
Texas
$2.87K -$2.95K – –
GWS
514
Glassman Wealth Services
Virginia
$2.51K -$1.51K -21 -38%
SFA
515
Semmax Financial Advisors
North Carolina
$2.5K +$68 +1 +3%
VCM
516
Versant Capital Management
Arizona
$2.44K – – –
WAG
517
Wiser Advisor Group
Arizona
$2.37K +$2.37K +33 New
TAM
518
Tucker Asset Management
Colorado
$2.23K – – –
AW
519
Avion Wealth
Texas
$2K +$609 +7 +44%
SIS
520
Sound Income Strategies
Florida
$1.87K +$1.44K +20 +333%
MTIC
521
Missouri Trust & Investment Company
Missouri
$1.72K +$1.72K +24 New
BIA
522
Bell Investment Advisors
California
$1.51K -$7.55K -105 -83%
SIC
523
SJS Investment Consulting
Ohio
$1.22K -$144 -2 -11%
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$1.22K +$1.22K +17 New
CA
525
Clearstead Advisors
Ohio
$1.22K +$1.22K +17 New
19 20
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