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Pinnacle West Capital
PNW

Overview Fund Activity

524 hedge funds and large institutions have $8.4B invested in Pinnacle West Capital in 2024 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 171 increasing their positions, 193 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
-20
Holders Change %
-3.68%
% of All Funds
7.6%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
66
Increased
171
Reduced
193
Closed
80
Calls
$20.7M
Puts
$18.7M
Net Calls
+$2.03M
Net Calls Change
+$4.28M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$474M
2
AIP
Atlas Infrastructure Partners
United Kingdom
+$250M
3
Lazard Asset Management
Lazard Asset Management
New York
+$211M
4
ZP
Zimmer Partners
New York
+$198M
5
Pictet Asset Management
Pictet Asset Management
Switzerland
+$133M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$105M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$63.2M
3
First Trust Advisors
First Trust Advisors
Illinois
-$62.5M
4
Jennison Associates
Jennison Associates
New York
-$33.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$28.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
501
Carolinas Wealth Consulting
North Carolina
$1.21K +$1.21K +16 New
TAM
502
Tucker Asset Management
Colorado
$1.2K -$1.12K -15 -48%
DPW
503
DiNuzzo Private Wealth
Pennsylvania
$1.2K -$75 -1 -6%
CPG
504
Cornerstone Planning Group
New Jersey
$1.06K +$1.06K +14 New
TFA
505
Transamerica Financial Advisors
Florida
$1K – – –
ADL
506
Asset Dedication LLC
California
$1K – – –
CAL
507
Capital Advisors Ltd
Ohio
$1K +$1K +9 New
FMTCOCP
508
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$1K +10 New
MSG
509
Main Street Group
Virginia
$963 – – –
OP
510
ORG Partners
Indiana
$761 +$761 +10 New
PWMG
511
Prestige Wealth Management Group
New Jersey
$748 – – –
CFGS
512
Concourse Financial Group Securities
Alabama
$747 – – –
DF
513
Dunhill Financial
United Kingdom
$631 +$79 +1 +14%
TWD
514
True Wealth Design
Ohio
$598 +$299 +4 +100%
CA
515
Continuum Advisory
Idaho
$542 +$542 +7 New
OCM
516
Orion Capital Management
California
$523 – – –
RAM
517
Riggs Asset Management
Pennsylvania
$449 +$449 +6 New
SIS
518
Sound Income Strategies
Florida
$448 -$1.49K -20 -77%
IWP
519
IAG Wealth Partners
Wisconsin
$374 – – –
S
520
Sachetta
Massachusetts
$216 – – –
WA
521
WestEnd Advisors
North Carolina
$149 -$75 -1 -33%
CTA
522
Colonial Trust Advisors
South Carolina
$149 – – –
A
523
AlphaQuest
New York
$75 -$1.2M -16,051 -100%
PA
524
PSI Advisors
Florida
$75 – – –
Jennison Associates
525
Jennison Associates
New York
– -$33.2M -461,885 Closed
19 20
21
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