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Pinnacle West Capital
PNW

Overview Fund Activity

541 hedge funds and large institutions have $8.7B invested in Pinnacle West Capital in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 182 increasing their positions, 189 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
+17
Holders Change %
+3.24%
% of All Funds
7.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
63
Increased
182
Reduced
189
Closed
40
Calls
$26.4M
Puts
$12.2M
Net Calls
+$14.2M
Net Calls Change
+$12.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.13B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$534M
3
Deutsche Bank
Deutsche Bank
Germany
$126M
4
CC
Covalis Capital
United Kingdom
$42.2M
5
ECM
ExodusPoint Capital Management
New York
$90.1M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
$223M
2
American Century Companies
American Century Companies
Missouri
$73.5M
3
SSA
Schonfeld Strategic Advisors
New York
$477K
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$8.32M
5
Ameriprise
Ameriprise
Minnesota
$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
501
Bruce G. Allen Investments
Colorado
$3.9K +$153 +2 +4%
BCMLT
502
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.36K – – –
SFA
503
Semmax Financial Advisors
North Carolina
$3.27K +$86 +1 +3%
PWMG
504
Private Wealth Management Group
New Jersey
$3.13K -$2.9K -38 -48%
ACM
505
Anfield Capital Management
California
$3.13K +$3.13K +41 New
LOIP
506
Live Oak Investment Partners
Texas
$3.06K – – –
TWP
507
Triad Wealth Partners
Kansas
$2.83K +$2.83K +37 New
WAG
508
Wiser Advisor Group
Arizona
$2.52K – – –
PP
509
Pacifica Partners
Canada
$2.49K +$2.49K +33 New
CFGS
510
Concourse Financial Group Securities
Alabama
$2.22K +$1.45K +19 +190%
VNA
511
Valley National Advisers
Pennsylvania
$2K -$667 -10 -25%
HEIP
512
Hudson Edge Investment Partners
New Jersey
$1.83K +$1.83K +24 New
CWC
513
Carolinas Wealth Consulting
North Carolina
$1.69K +$516 +7 +44%
RI
514
Ridgewood Investments
New Jersey
$1.53K +$1.53K +20 New
SIC
515
SJS Investment Consulting
Ohio
$1.45K +$153 +2 +12%
CPG
516
Cornerstone Planning Group
New Jersey
$1.45K +$256 +3 +21%
DPW
517
DiNuzzo Private Wealth
Pennsylvania
$1.38K +$153 +2 +13%
W
518
WealthCollab
Washington
$1.3K -$1.91K -25 -60%
ADL
519
Asset Dedication LLC
California
$1.22K – – –
TFA
520
Transamerica Financial Advisors
Florida
$1K – – –
GKIM
521
GW&K Investment Management
Massachusetts
$1K +$1K +12 New
MSG
522
Main Street Group
Virginia
$984 – – –
DF
523
Dunhill Financial
United Kingdom
$809 +$221 +3 +38%
OP
524
ORG Partners
Indiana
$779 – – –
PWMG
525
Prestige Wealth Management Group
New Jersey
$764 – – –
19 20
21
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